Step 2: Choose the integration direction<\/a><\/strong><\/p>\n Step 3: Configure data exchange settings<\/a><\/strong><\/p>\n Step 4: Set up constant fields<\/a><\/strong><\/p>\n Step 5: Set up automations<\/a><\/strong><\/p>\n Step 6: Transfer unsynced data<\/a><\/strong><\/p>\n Step 7: Manage data conflicts<\/a><\/strong><\/p>\n Snov.io's integration with Pipedrive has been upgraded to become more versatile and useful for you.\u00a0<\/span><\/p>\n These new enhancements let you synchronize data between the two apps and simplify how you manage your leads.<\/p>\n How it helps you: <\/strong>Saving time by letting the integration handle routine tasks for you.<\/p>\n You can easily set up and automate various lead management tasks, where an activity in Snov.io (like email sent) triggers an action in Pipedrive (like a deal creation).<\/p>\n How it helps you:<\/strong> Copying prospect data between both databases -- from Snov.io to Pipedrive and vice versa.<\/p>\n Now, you can transfer your Snov.io prospects to Pipedrive for deal management and your Pipedrive contacts to Snov.io for email campaigns.<\/p>\n How it helps you: <\/strong>Copying all pre-existing data to integrate past records into your current workflow.<\/span><\/p>\n Having this option in your arsenal, you can enrich both your databases with leads you collected in either app before the integration was set up.<\/span><\/p>\n Let\u2019s begin by creating a connection between Snov.io and your Pipedrive account.<\/span><\/p>\n Go to your <\/span>Snov.io account settings<\/span><\/a>.<\/span><\/p>\n Open the <\/span>Integrations<\/span><\/a> page.<\/span><\/p>\n Click <\/span>Connect <\/b>under the <\/span>Pipedrive <\/b>section.<\/span><\/p>\n <\/p>\n For users who have connected the older integration version:<\/b><\/p>\n You may notice that the integration status was changed to <\/span>Paused <\/b>automatically.<\/span> To access the latest integration features and resume the integration, please reconnect it using the new method.<\/span><\/p>\n On the <\/span>Integrations<\/span><\/a> page, click <\/span>Reconnect<\/b> under Pipedrive.\u00a0<\/span><\/p>\n Next, the<\/span> Pipedrive\u2019s sign in page will open.<\/span><\/p>\n Select the required Pipedrive account for the integration and click <\/span>Choose accounts<\/b>.<\/span><\/p>\n If you are already logged into your Pipedrive account, it will be automatically authorized here. Click <\/span>Continue to app<\/b> to proceed.<\/span><\/p>\n On the next screen, look through the app permissions required for the integration. <\/span> <\/p>\n You'll return to your Snov.io account, where the integration settings page will open.<\/span><\/p>\n In this step, we'll walk you through the integration parameters, so you confidently set them up to suit your preferences.<\/span> The integration allows you to sync information between applications in your <\/span>preferred direction<\/b>.<\/span><\/p>\n In a two-way integration<\/b>, data changes made in either app are reflected and copied to the other app. Both apps will exchange the information with each other.<\/span> Choose the data exchange direction by choosing the integration type \u2014 from one app to another or between both apps.<\/span><\/p>\n <\/p>\n In the <\/span>Field mapping<\/b> section, you\u2019ll set up custom parameters for the data exchange.<\/span><\/p>\n 1) Sync to Snov.io list:<\/strong><\/p>\n <\/p>\n First, select the Snov.io list where you want to store contacts from Pipedrive.<\/span><\/p>\n This parameter is a must \u2013 a chosen list will be the one receiving data from Pipedrive.<\/span><\/p>\n 2) Select Pipedrive user:<\/b><\/span><\/p>\n Choose a Pipedrive user here to be the <\/span>Owner<\/b> of contacts synced from Snov.io.\u00a0<\/span><\/p>\n This parameter helps to assign the person responsible for managing new contacts as they are transferred to Pipedrive.<\/span><\/p>\n 3) Sync from Snov.io lists:<\/strong><\/p>\n <\/p>\n Choose the Snov.io lists here that will participate in the integration.<\/span><\/b><\/p>\n This parameter allows you to select the exact lists for transferring data and exclude the others that you don\u2019t want to transfer to Pipedrive.<\/span><\/p>\n Click on All lists<\/strong> to deselect or select all prospect lists.<\/p>\n To sync prospects from specific lists only, make sure that you select only the required lists.<\/p>\n <\/p>\n 4) Map fields:<\/strong><\/p>\n <\/p>\n Next, you'll set up field mappings. Field mapping helps customize and enrich data exchange during the integration.<\/span><\/p>\n It means matching Snov.io fields with the corresponding Pipedrive fields that will share the data with one another.\u00a0<\/span><\/p>\n For example, information from the <\/span>First name<\/b> field is sent to the corresponding <\/span>First name<\/b> field in the other app.<\/span><\/p>\n Below are the default pairs of fields mapped between Snov.io and Pipedrive.<\/span><\/p>\n You can add extra fields for data exchange as needed.<\/span> Remember:<\/strong><\/span><\/p>\n To complete the mapping, choose the corresponding Pipedrive field on the right. You must do this before adding the next mapping.<\/span><\/p>\n B<\/span>oth fields must share the same data type \u2013 you can only map a Text type field with another Text type field.<\/span><\/span> <\/p>\n To undo a mapping:<\/strong><\/p>\n Click the trash icon next to the row of mapped fields. Removing the mapping won't delete the custom field itself.<\/p>\n At the bottom of the field mapping section, you'll find additional parameters for data exchange.<\/p>\n 1) Include email communication history<\/strong> Emails sent to prospects through Snov.io campaigns will show up in Pipedrive's contact Activities<\/strong> tab as completed tasks.<\/p>\n The synced data includes the email content and its activity status (opened, replied, clicked, etc.).<\/p>\n 2) Only sync prospects with email addresses\u00a0<\/strong><\/p>\n By default, only prospects with an email address in their profile will be transferred to avoid duplicates. <\/span><\/p>\n If you disable this option, there might be duplicates because the integration checks for them using the email address.<\/span><\/p>\nWhat's new in the integration<\/strong><\/h2>\n
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Step 1: Connect the integration<\/strong><\/h2>\n
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\n<\/span>This is because the newer integration version uses the OAuth method instead of an API token to establish a connection.<\/span><\/p>\n![\"\"](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/11\/reconnect-pipedrive-e1705403731682.png\")
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\n<\/span>Click <\/span>Connect app <\/b>to agree and proceed.<\/span><\/p>\nStep 2: Choose the integration direction<\/strong><\/h2>\n
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\n<\/span>Let\u2019s begin with a brief overview of how data exchange works.<\/span><\/p>\n
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\n<\/span>In a one-way integration<\/b>, data changes in the source app are reflected in the recipient app, but changes in the recipient app don't affect the source app. <\/span>The source app is the one sending the data, and the recipient app is the one receiving data.<\/span><\/p>\n![\"\"](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/11\/2023-11-15_22-22-25.jpg\")
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Step 3: Configure data exchange settings<\/strong><\/h2>\n
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\n<\/span>To add field mapping:<\/b>
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\n<\/span>Click +<\/span>Add a field.\u00a0 <\/b>
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\n<\/b>First, choose a <\/span>Snov.io field<\/b> from the drop-down list on the left.<\/span>
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\n<\/span><\/p>\n<\/div>\nSet additional data exchange settings<\/strong><\/span><\/h2>\n
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\n<\/span>If the validity of the contacts is uncertain, make sure to <\/span>verify your list<\/span><\/a> to confirm the email addresses are active and valid.<\/span><\/span><\/div>\nStep 4: Set up constant fields (optional)<\/strong><\/h2>\n