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

This allows for the Accounts, Contacts, Research, and Plays created in Evergrowth to enrich the CRM data viewed by your Customer-Facing teams.

It also gives your users access to Evergrowth Agents and Workflows without having to leave their system of choice!

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Step 1) In Evergrowth, head to Integrations ➡️ Pipedrive, then click Continue

Step 2) In the pop-out window, enter your API Key and Subdomain from Pipedrive

Step 3) Click Connect

Get your subdomain by opening Pipedrive and copying this part of the URL:

Step 1) In Pipedrive, go to My Account ➡️ Personal preferences ➡️ API

Step 2) Click Generate new token

Step 3) Copy this and return to Evergrowth to paste it into the configuration window

For any field, data, or agent-output you wish to pass to your CRM, you should create a field first.

Inside Pipedrive, go to Settings, open Data fields and create any fields for Persons (Contacts) & Organizations (Accounts) where needed:

Note: Your team (or our Evergrowth team) can create these additional fields for you while performing your CRM ↔️ Evergrowth Field Mapping

Step 1) Within Integrations ➡️ Pipedrive, navigate between the Accounts & Contacts tabs to map fields for each record type
​Step 2) Alongside an Evergrowth field you wish to connect to Pipedrive, click the pencil icon to edit:

Step 3) Within the pop-out view, select the Pipedrive field to connect (and optionally set a custom Sync Direction)

Step 4) Click Assign to save

Repeat steps 2 - 4 until all the research, contact details, plays etc that you wish to sync between Evergrowth and Pipedrive have been connected

The below doc lists the field we typically map between Evergrowth and your CRM.

For those you want to connect, ensure they are created in your Pipedrive data model using the suggested data types:

Field Mapping Specifications 🔗

"Sync direction" defines how data moves between Evergrowth and your CRM for mapped fields.

The global sync direction sets the default data flow for the entire record type.

(i.e. Accounts can have a different default global sync direction to Contacts)

Outbound filters let you define conditions that control which Accounts and Contacts are synced from Evergrowth to your CRM.

Only records that meet these conditions will be included in the sync.

Step 1) While in Integrations ➡️ Pipedrive, alongside Outbound filters, click Manage

Step 2) Assign your rule/s for which Evergrowth Accounts should be valid to sync to your CRM

Step 3) Hit Save to store your new filter criteria

Below are the simplest filters we recommend for records you push to Pipedrive:

You can also expand these filters to be more selective about the records & data-quality that Evergrowth pushes to your CRM.

Account Example
The below filter will only push Accounts where Evergrowth has successfully found a Contact (or where contacts already existed):

Contacts Example
The below filter will only push new contacts if they have Safe to Send Email Addresses or a Phone Number populated:

When records are pushed from Pipedrive to Evergrowth, you can configure an Evergrowth workflow which launches automatically, immediately passing those Pipedrive records to your Evergrowth Agents to work with:

Step 1) In Evergrowth, go to Automations ➡️ Workflows

Step 2) Click ☑️ Set Default Workflows

Step 3) Under "CRM Sync" for Accounts & Contacts, select the Evergrowth workflow you wish to automatically launch

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

Step 1) First, to get both systems aligned, you can launch initial sync to create relationships between Evergrowth and your CRM by clicking Sync ➡️ Initial

For a simpler initial sync (if you only want to create the relationship between Evergrowth and your CRM without creating or updating any records) leave the below options unchecked and click Launch:

NB. Depending on the size of your CRM repository, this task may take a while to finish

Step 2) Once this is completed, you can enable the integration, so the systems will stay in sync going forward:

If you have set up fields incorrectly or experience any other issues with the data synchronisation, Evergrowth will display these issues for you to remedy in the below places:

To find and investigate these issues, open one of these tabs to find the Validation errors to see where the issue lies and how you can fix it: