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Waalaxy x Pipedrive

Sync Waalaxy x Pipedrive

Updated yesterday

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

  1. Open your Waalaxy account.

  2. Go to Settings > CRM Integrations.

  3. Click on "Connect Pipedrive app."

  4. A new tab will open: confirm the permissions.

  5. 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)

  • Only prospects I manually export

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

  • Prospect state

  • 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.


Access prospect data in Pipedrive

  1. Go to the Contacts section of your Pipedrive account.

  2. Select the relevant prospect to access their profile:

    • Details tab: View their information.

    • History tab: See the actions taken from Waalaxy campaigns.

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