CRM

Pipedrive Native Integration with Mailshake

Increase speed to revenue and save time with 2-way syncing

How Pipedrive integrates with Mailshake

Create new deals in Pipedrive for recipients in Mailshake campaigns
Track when emails are sent, opened, clicked, and replied to in Pipedrive
Customize how deals move through your pipeline
Automatically add prospects from Pipedrive to existing Mailshake campaigns

Mailshake's native integration with Pipedrive helps you:

Spend less time updating your CRM

More time selling

Frequently Asked Questions

How do most Mailshake/Pipedrive customers set up the integration?

Most Mailshake users will set up the integration so that when they mark a lead as "won" in Mailshake, they are added to a specific stage in Pipedrive.

How can I use the Mailshake/Pipedrive integration to automate my sales process?

With the Mailshake/Pipedrive 2-way sync you can:

  • Automatically create and update deals in Pipedrive based on the actions a lead takes in Mailshake.
  • Automatically add contacts to Mailshake from Pipedrive when you add or change the deal status of a lead.

What type of events from Mailshake can be tracked in Pipedrive?

You can push into Pipedrive any campaign information that’s tracked in Mailshake.

 

Can I automatically trigger a Mailshake campaign to start when I move a deal in Pipedrive?

Yes, you can add a recipient into a Mailshake campaign automatically when you change their deal status in Pipedrive.

What information can I import from Pipedrive into Mailshake?

You can import any field from a Pipedrive deal into a Mailshake campaign, including name, email, company name, and any other fields you want to push to Mailshake.

Can I customize where leads are dropped into Pipedrive from Mailshake?

Yes. When the lead status of a contact in Mailshake is changed, you can trigger the contact to be added to a specific stage in Pipedrive.

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