With the Eventilla application, you can export registrant information from events to Pipedrive. Integration allows you to create new people to Pipedrive, or update registration information for existing people.
If you are already using Eventilla & Pipedrive and you want to activate this integration you need to contact Eventilla's support team support@eventilla.com. They will grant you the correct user role so that you are able to activate this integration. Otherwise contact our sales team sales@eventilla.com.
When Eventilla's support team has given the right user role you are able to activate this integration by yourself. To do so follow steps below.
| 1. | Open your organization settings under "Organization" link and open "Integrations" tab. |
| 2. | From this view you need to press the "Enable pipedrive integration" button. |
| 3. | After clicking the button you will be taken automatically to the following view. From there you need to click the "Allow and Install" button. |
| 4. |
The integration is now installed. Now you can choose the default activity type, which is set to event participants and taken into Pipedrive. In Pipedrive you can filter contacts with this information. If you don't choose any default activity type, the system will use "call" as default activity type. |
| 5. |
You can connect the registrant's email address based on the ending part to a Pipedrive lead's custom field. |
| 6. |
You can link the event name to a custom field in Pipedrive leads. |
| 7. |
You can choose whether to add the user to the organization. Requires the key of the Domain field. |
| 8. |
You can link Pipedrive Person or lead/deal fields to form fields tags. |
Domain Field
You can add a custom field for the Organization in Pipedrive. This field can be linked to an Event, where the registrant's email ending (e.g., eventilla.com) is checked to see if the organization has won deals. If the organization doesn't have any won deals, a lead is added from the registration. If you choose the "Add user to the organization" option, the registrant's information is added to the Person in Pipedrive's organization.
Lead subject Field
You can add a custom field for leads in Pipedrive. This field can be linked to an Event, displaying the event name for the lead. This field can be brought up in the lead view. The field can be used in filtering.
Connecting Custom Fields to Form Tags
Form fields can be connected to Pipedrive custom fields based on form field tags.
| 1. |
Choose the source field (Lead/Deal or Person). |
| 2. |
Select from the dropdown menu the Pipedrive field where you want the data to go. |
| 3. |
Enter the tag used for the field. |
| 4. |
Add the form field tag defined earlier. Learn more about adding tags to form fields here. |
| 5. |
If you want to remove the association, press Remove. You can make changes to saved associations. Changes take effect when you press the Update button. |