Waalaxy can be natively synchronized with your Pipedrive CRM to automatically export prospect data ✨.
What is Pipedrive CRM?
Pipedrive is a customer relationship management (CRM) software designed to help businesses track and manage their sales.
With Pipedrive, you can:
Organize your contacts and companies
Track sales stages in a visual pipeline
Schedule tasks and reminders
Automate certain processes (e.g., email sending)
Generate performance reports
Do I need a paid subscription to synchronize Waalaxy and Pipedrive?
✅ Yes. To enable synchronization, you must have a paid Waalaxy subscription (Pro, Advanced, Business, or Elite).
Setting up the Waalaxy and Pipedrive integration
Prerequisites
You must have a Pipedrive account (either free trial or paid version).
Step 1: Connect your Pipedrive account to Waalaxy
Open your Waalaxy account.
Go to Settings > CRM Integrations.
Click on "Connect Pipedrive app."
A new tab will open: confirm the permissions.
Return to Waalaxy; the connection is now active 🚀
Step 2: Set your synchronization preferences
Choose when to sync
From the integration settings, choose when prospects will be synced with Pipedrive:
All prospects added to campaigns
Only prospects who have:
Accepted my invitation
Responded to a LinkedIn message
Responded to a LinkedIn message showing interest (Response analysis)
Responded to an email
Found a professional email (Email Finder)
Log actions in Pipedrive
Enable or disable the option to automatically record Waalaxy actions as notes in the Pipedrive contact profile.
Automatically create a deal
Automatically create a new deal in Pipedrive for each new synchronized prospect. You can define:
The Pipeline
The pipeline Stage
Select data to sync
You can choose which data to send to Pipedrive:
First name
Last name
Company name
Phone number
LinkedIn profile headline
Location
LinkedIn profile URL
Job title
Prospect list
Prospect status
Company website URL
LinkedIn company URL
Tags
Gender
Once the setup is complete, all prospects matching the defined triggers will be automatically synchronized.
Future changes in Waalaxy will be automatically updated in Pipedrive 🔥.
Access prospect data in Pipedrive
Go to the Contacts section of your Pipedrive account.
Select the relevant prospect to access their profile:
Details tab: View their information.
History tab: See the actions taken from Waalaxy campaigns.
