With our Pipedrive integration, you enable a 2-way sync between Evergrowth and your CRM.

This allows for the Research, Signals and Contact details obtained by your Agents in Evergrowth can enrich the data visible to your Customer-Facing teams in your CRM.

Before connecting your accounts, you'll need to create the below fields in your Pipedrive account to serve as the unique identifiers for records sync'd between Evergrowth and your CRM:

Field Name: EG-ACC-ID

Field type: Text

Field Name: EG-CON-ID

Field type: Text

Step 1) In Evergrowth, head to Settings ➡️ Integrations

Step 2) In the Pipedrive tab, click Next to set up the integration

Step 3) Map the fields for your Pipedrive Users, Accounts & Contacts

The below doc lists the fields we typically map between Evergrowth and Pipedrive - for those you wish to connect, ensure they are created in your Pipedrive data model using the provided data types.

Now your Integration is fully configured, it's time to get both your CRM and Evergrowth data sets in sync.

Not only is this good practice for moving forward with many of the of the GTM processes you can configure in Evergrowth, it is necessary to ensure duplicate records are not created by the integration sync!

To request the backfill sync please notify your Evergrowth contact (or reach out to our customer team here) to let us know that you're ready for the backfill and one of our database admins will initiate this for you

NB. Depending on the size of your CRM repository, this task may take us a few hours to complete

With a connection between your CRM Accounts/Contacts and Evergrowth, now is the perfect time to set up a Dormant Account recycling workflow

For Accounts which didn't convert (maybe it wasn't the right time) or where you closed but left a lot of room for expansion, you can schedule your Evergrowth Agents to run a regular research

These updates to see which signals come back with a stronger intent could be the key to ensuring you aren't missing out on potential revenue due to timing!