Adding integration with Pipedrive in HeyReach is a simple and straightforward process.
Here's a step-by-step guide:
Navigate to the Integration screen in HeyReach.
Click on "Add Integration" and select CRM.
Choose Pipedrive as the CRM type and name it.
Enter the API key for Pipedrive.
To find the API key in Pipedrive, go to Personal Preferences and locate the API section.
Copy the API token.
Return to HeyReach and paste the API token in the provided field.
Click the Connect button to establish the integration.
Once connected, you will see a blue check mark indicating that the integration is active.
After setting up the Pipedrive integration, you can start transferring prospects from HeyReach to Pipedrive.
In your HeyReach inbox, select a specific prospect and choose to transfer them to Pipedrive. Assign a Lead stage such as Hot, Warm, or Cold Lead during the transfer.
You can also export users from your list to Pipedrive. Navigate to the "My List" section, select the desired list, and export all the prospects to your Pipedrive CRM. During the export, you can map out the Lead stage for each prospect.