Overview

Quickly integrate Pipedrive with Along and never enter data manually again. All deal related information in an Alongspace will automatically be added to your Pipedrive deal, so that your CRM stays the single source of truth.

Manage Along to Pipedrive connection

Simply go to your → Settings in your account. Click on → Integrations and then → Pipedrive. From here you can connect your Pipedrive account to Along.

⚠️ Important

One Pipedrive account gets connected across your entire team in Along → Make sure the connected Pipedrive account has access to all pipelines and deals (e.g. an Admin)
Only admin members in your Along team can connect or disconnect the Pipedrive integration Exception: When the Pipedrive integration has connection issues, regular team members can also reconnect the integration
The integration to Pipedrive allows you to connect an Alongspace to a Pipedrive deal, which enables a smooth and seamless integration into your existing workflows
Each Pipedrive deal can only be connected to one Alongspace and vice versa.
When reconnecting to Pipedrive upon a new update, the Alongspaces and deals stay connected and you do not lose any data.
When disconnecting the Pipedrive connection, no data will be synced anymore

Auto-sync contacts and companies

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With the enabled Pipedrive integration, contacts and companies sync automatically to avoid the need for double data entry and to make sure Along smoothly integrates into your workflows.

Auto-creation of contacts

When a new buyer member is added to a space, either by invitation or by joining a space via email, this contact is auto-attached as a new contact or as an existing contact in Pipedrive.

If the email added to a space in Along does not already belong to a contact in Pipedrive, the contact is automatically created and attached to the connected deal.

Syncing companies

The creation and editing of companies in Along or Pipedrive update both ways. When a company gets created in Along, the company name syncs with Pipedrive and either create a new company or update an existing one. The same happens when the action is taken in Pipedrive.

Controlling company and contact syncing

You can control the settings to sync companies and contacts from the Pipedrive setting page in your Along team. Turning the toggles on or off will define if the function is triggered or not.

Along insights panel on deals

The Along insights panel on your deal overview gives you real-time insights on the engagement and progress of a connected Alongspace.

Controlling an Alongspace from the panel

You can view the Alongspace insights and control the Pipedrive settings from the panel.

Access the Pipedrive integrations settings in Along directly from the panel
Modify the Along panel and sidebar from here

Creating an Alongspace from the panel

When you do not have an Alongspace connected to a deal in Pipedrive, you can create an Alongspace from the Along panel. Simply click on “Connect Alongspace” to open your Along account and simply create a space from there.

Connect a Pipedrive deal with an Alongspace

A Pipedrive deal can only be connected to an Alongspace when the Pipedrive integration is turned on in the settings. There are three ways to control the connection of an Alongspace with a Pipedrive deal.

Space creation

You can connect a Pipedrive deal when you create a space by simply activating the dropdown from the Pipedrive field and selecting the deal.

Space detail sidebar

You can control which Pipedrive deal is connected to the Alongspace from here. When a Pipedrive deal is connected, you can see it listed here as well as the core details around the close date, the amount, and the stage.

Space list overview

You can control the Pipedrive deals that are connected to the Alongspaces in your spaces list view. Simply click on the Pipedrive icon to change the Pipedrive deal that you want to connect.

Internal notes in Pipedrive deal

You can control which internal notes are automatically added in your connected Pipedrive deal as internal notes. The settings can be controlled from your → Pipedrive settings page.

Internal notes settings

The settings for automatically added internal notes in your Pipedrive deals are broken down into:

A new member is added to a space When a new member is added to an Alongspace, the Pipedrive deal records as an internal note.
Updates in the action plan An action is created, completed, a due date is set or a comment is given - all these events trigger an internal note to be added to connected Pipedrive deal.
A new visit in a space from your buyers When buyer members visit your Alongspace, an internal note is recorded in your connected Pipedrive deal.
A space status changes When the status of your Alongspace changes, an internal note is recorded in your connected Pipedrive deal.

View internal notes in Pipedrive deal

This is an example overview of internal notes in a Pipedrive deal when you have an Alongspace connected.

Manage Along custom fields in Pipedrive

You can setup your deal and pipeline management in Pipedrive to show you various key information in the connected Alongspace, so that you can easily get relevant insights while closing deals and managing buyer relationships.

Along custom fields in Pipedrive

Along Engagement This is the engagement score from your connected Alongspace made visible in Pipedrive
Along Status This is the status of your connected Alongspace made visible in Pipedrive
Along Progress This is the progress of completed actions in your connected Alongspace made visible in Pipedrive
Along Visits This is the count of your buyer visits in your connected Alongspace made visible in Pipedrive
Along Link This is the link to your connected Alongspace that you can directly access from within Pipedrive
Along Space ID This is the unique ID for an Alongspace that identifies the space in both, Pipedrive and Along

Along custom fields on your pipeline

Add custom fields to the overview for your deals in a pipeline, so that you can always see the current status and engagement of your connected Alongspaces.