Introduction
Enlyft is your fully integrated Sales Intelligence provider for Pipedrive. With the Enlyft Pipedrive integration, depending on your plan, you can:
Get instant access to deep account insights directly in Pipedrive, including company details, buying intent signals, software & hardware technology stacks, and more.
Export accounts, including full company profile and account insights.
Export qualified leads, including their business emails, direct dials and job profile.
Leverage Enlyft data to build optimized workflows, personalize emails, lead routing, reporting and more.
Keep your Pipedrive data clean and up-to-date with regular Enlyft data updates.
Get up and running in minutes.
And more!
The integration will:
Create new Organization records when you export accounts from Enlyft.
Create new People or Deal records when you export contacts from Enlyft.
Enrich your Organization and People records with Enlyft data.
Regularly update the Enlyft exported data.
Integration prerequisites
Active Enlyft subscription.
Note: Pipedrive integration is available only for select Enlyft plans. Please contact us to learn more.
Admin user access to the Enlyft application
Note: Only users with Administrator privileges in Enlyft can set up the Pipedrive integration. For any other roles, contact your plan Admin to set up. If you do not know who your Admin is, contact Enlyft support. To check your role, visit https://app.enlyft.com/settings/profile
Active Pipedrive license with Pipedrive Admin privileges
Installing and authorizing the application
Login with to Pipedrive with your Pipedrive credentials. If you have multiple accounts, choose the one you want to use with Enlyft.
Find the Pipedrive integration, and click on Connect.
Select the Pipedrive environment where you want to install Enlyft
That’s all! Your Pipedrive integration has been successfully installed.
Configuration in Enlyft
Step 1 - Decide which solution to use
If you have multiple solutions within Enlyft, select the one you want to sync with Pipedrive.
Step 2 - Enable/Disable automatic Enrichment
Enlyft Accounts will be exported as Pipedrive Accounts and Enlyft Contacts will be exported as Pipedrive Contacts.
Automatic Enrichment can be enabled or disabled for Accounts and Contacts.
Step 3 - Field Mapping
This feature allows you to decide which Account or Contact properties (i.e. fields) you want to push each individual Enlyft data attribute. You can select any of the default or custom Pipedrive fields, including the ones created by Enlyft.
Please note:
Any existing data in the selected fields will be overwritten after initial installation, and refreshed on a weekly basis going forward.
Account Field Mapping
Contact Field Mapping
Exporting Accounts and Contacts from Account Insights page
Exporting an Account: Click on Export.
Any Enlyft account will be imported as an Account record in Pipedrive. If another record with the same website exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Exporting a Contact: Click on Export.
With Contact exports, an associated Account record is also created in Pipedrive.
If another record with the same email exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Additional setup for configuring Webhooks is required in Pipedrive. Please reach out to us for further steps.
Using the Enlyft integration in Pipedrive
Enlyft’s data
Our data is directly stored in Pipedrive. This allows you to:
Append it to your forms or the default sidebar
Insert personalization tokens in emails
Create workflows, tasks or sequences
Create target accounts
Use them in reporting or sales forecasts
And much more… Contact us if you need help setting up your workflows or other capabilities through Enlyft data.
For questions or support, please contact your Customer Success manager or email us at [email protected].