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Setup Webmecanik Automation and Pipedrive integration

Support Team
  • Updated

Pipedrive integration overview

Sync. your data between Pipedrive and Webmecanik Automation without having to do anything manual! Using the Webmecanik Automation integration with Pipedrive, you will take advantage of:

  • Bidirectional sync.: data are shared in real time between Pipedrive and Webmecanik Automation.
  • Native and Custom fields mapping: easy configuration with UI fields mapping.
  • Behavioral data sync.: collected events from Webmecanik Automation are added to your contact timelines in your Pipedrive CRM.

Detailed features

  • Contacts sync.
  • Companies sync.
  • Fields mapping
  • Automated real time sync. of all data
  • Targeted triggered sync. from forms, campaigns, points actions
  • Contact and Company owner sync.
  • Reciprocity deletion handling
  • Pipedrive labels (hot, warm, cold) sync.
  • Webmecanik Automation Contact history sync. to Pipedrive

Plugin setup

Authentication

  1. Ask Pipedrive support (marketplace.devs@pipedrive.com) to enable Marketplace Manager on your account. More info here.
  2. Create unlisted app in Tools and Apps > Marketplace manager > Call it "Webmecanik Automation for {company}". Replace {company} by your company name.image__1_.png
  3. Set Callback URL from URL from your plugin settings (you should have another value instead of http://localhost:8084/index_dev.php, do not use this here).
    image__3_.pngimage__2_.png
  4. Set these OAuth & Access scopesimage__4_.png
  5. Copy Client ID and Client Secret from PipedriveCapture_d_e_cran_2022-11-08_a__13.04.45.png
  6. Go to Pipedrive 2 plugin in Webmecanik Automation.
    Paste the Client ID and Client Secret from Pipedrive and set the subdomain of your Pipedrive account.
    Capture_d_e_cran_2022-11-08_a__13.06.48.png
  7. Save your plugin configuration and click Authorize App.
  8. At this stage, select the Production account in the popup window, not the Sandbox account.
  9. Confirm and click Save & Close.
  10. Synchronization is now complete! 🚀

Features settings

Features tab

Check your wished features.

If you want to have a full synchronisation (automated), please send a message to support@webmecanik.com, we need to enable the mechanism.

  • Sync objects between Mautic and this integration: allow automated synchronization. Still need you to ask Webmecanik Support to enable the automated sync. mechanism.
  • Push Mautic activity to this integration: allow you to send Webmecanik Automation contact activities (see hereunder) to integration. Requires automated sync. (above).
  • Disable push: in case of automated synchronization, you can choose to disable sync. from Webmecanik Automation to integration.
  • Disable pull: in case of automated synchronization, you can choose to disable sync. from integration to Webmecanik Automation.
  • Sync owners: you can enable the synchronisation of contacts and companies owners.
    ⚠️ You need to have users (owners) existing in both applications using the same email address.
  • Delete contact's on both side: by enabling this feature, anytime you delete a contact in Webmecanik Automation or in Pipedrive, the deletion will be applied in the other application. This feature requires a webhook, details below.
    ⚠️ Be extremely careful using this feature.
  • Sync contact's company assignment to integration: sync. contact - companies assignment from Webmecanik Automation to integration when contacts are created or edited.
  • Sync contact's company assignment from integration: sync. contact - companies assignment from integration to Webmecanik Automation when contacts are created or edited.

Mapping tab

Map you contact ans company fields according to your data exchange expectations. Be sure to respect field format and field constraint values.

Deleting contacts

Deleting contacts between Webmecanik and Pipedrive uses a webhook that you need to set up.

  1. Activate the Delete contact's on both side option.
  2. Go to Pipedrive, in the Webhooks tab (https://instance.pipedrive.com/settings/webhooks)
  3. Click on Create a new Webhook.
  5. Select the Delete contact (person) event.
  6. Enter your Endpoint URL in the following format: instance/pipedrive2/webhook (e.g. https://support.webmecanik.com/pipedrive2/webhook)
  7. Enter a username and password.
  8. Click on Save. Your Webhook is created.
  9. Return to your Webmecanik plugin and enter the username and password you created for the webhook.
  10. Click on Save and close.
  11. Your contacts will now be deleted in both directions.

Sync. contact activities

You can send Webmecanik Automation contact activities in Pipedrive contact history. Then your sales team is able to have an overview of the contact activities (form submission, page hits, emails open, etc.).

  • In the feature tab, select the type of even you want to sync.
  • ⚠️ You need to create all the custom activities you'll sync. from the plugin tab.
    Go to Pipedrive > Settings > Company Settings > Activities > all activity events select in plugins settings. All activities types are matched by activity name (see hereunder).
  • Activities cannot be pushed to CRM if you don't enable the sync. from Webmecanik Automation to Pipedrive.

Troubleshooting

First sync. can be taking all time contacts & companies?

Yes it can. Please request this first time sync. to the support when you will ask plugin sync. activation.

Be sure to have strictly the same field value for constraint format

  • In a number field you can have only numbers
  • In a select field you should have the same list of values between the 2 apps

Contact not synced?

  1. Check your plugin feature tab, be sure to have checked the expected features
  2. Check that your authentication is still working by entering again your credentials
  3. If the user that authenticated the plugin doesn't have Webmecanik Automation or Pipedrive access, the sync. will be interrupted according to the right loss.

Owner sync. not working

Be sure to have the owner existing as users in both application with same email address. If the user is not existing, the user cannot be assigned as owner.

Contact not deleted

  • Once you delete your contact or company in Webmecanik Automation, it can take several minutes to be applied in Pipedrive, it is not instant deletion.
  • Same for deletion in Pipedrive, this could take few minutes.

Events not synced

Activities cannot be pushed to CRM if you don't enable the sync. from Webmecanik Automation to Pipedrive.

Event type name

  • campaign.event
  • segment_membership
  • campaign_membership
  • lead.source.created
  • lead.source.identified
  • dynamic.content.sent
  • email.sent
  • email.read
  • email.replied
  • email.failed
  • campaign.event.scheduled
  • page.videohit
  • form.submitted
  • lead.imported
  • integration_sync_issues
  • message.queue
  • lead.donotcontact
  • owner.changed
  • point.gained
  • asset.download
  • stage.changed
  • lead.utmtagsadded
  • sms_reply
  • sms.sent
  • page.hit

 

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