The Pipedrive integration allows you to connect Ocean.io directly with your CRM system. That way, you can import and export prospects with all company information and relevant contact details from and into your Pipedrive system and let us analyze your CRM data to help you explore your ICP.
We'll go through the following steps:
1. Start the setup
To get started, navigate to the Settings, then Integrations page and click on "Connect" to start the setup flow
2. Give permissions
Click on "Connect Pipedrive". You’ll be presented with Pipedrive's permission form.
To export prospects into and from your Pipedrive system, as well as analyze your data for the ICP explorer, the integration will need to have full access to your CRM.
Read more about the accesses required in our CRM data processing FAQ.
3. Mapping company fields
Map the fields of the Companies in your HubSpot to make sure that Ocean.io will parse the data into the correct fields.
Most fields will be pre-mapped based on their names. The fields on the left are from Ocean.io, and the fields on the right are from your HubSpot. If you don't select a property in your HubSpot account, the field will be ignored.
Create a new property
If you wish to create a new property for the Ocean.io field, you can do so in this process too. In that case, select 'Create custom property':
Default export value
If you wish to identify the companies created by Ocean.io in particular, you can choose to give each exported company a default value of your choice.
Scroll to the bottom of the page to Default export value, and click "+ Add". On the left side, you enter a standard value of your choice (e.g. 'Ocean.io'). On the right side, you select which property you wish to add this value to. Only text fields are permitted.
Customizable export value
If you wish to add a value to each export, but this value might change all the time, we recommend using the customizable export value option.
You pick one property that you can receive a value of choice at the time of export. This will be a text input field in the export dialogue.
4. Mapping people fields
In the next step, perform the very same actions for the Contacts in your Pipedrive. You know the drill!
5. Deal settings
Now choose if you want us to automatically create a deal for each export you do.
Note that if this option is switched on, Ocean.io will always create a deal, regardless of if there was already a deal open in your pipeline (unlike when you export a company, where Ocean.io makes sure not to create duplicates).
If you wish to keep it switched on, make sure to select the correct pipeline and pipeline stage you wish Ocean.io to place the exported deals in. Also, choose the appropriate default name for the deal. This is, by default, '[company_name] deal', which will be replaced upon exporting with 'Acme Inc. deal' e.g.
6. Sales funnel mapping
Next up, is the page where you map your sales funnel.
In Pipedrive, most companies use the default "Won" and "Lost" statuses on deals. If you're one of these companies, please don't match any stages and continue to the next step.
However. if you do place all Won/Lost deals into particular pipelines, please map these pipelines in this step.
If you have multiple pipelines for each status, make sure to add them by clicking on 'Add new won/lost pipeline/stage'.
7. User matching
Last but not least is 'User matching'. Make sure that the Ocean.io user (left) is paired up with the right Pipedrive user (right). The user matching has an influence on the assignment of deals, companies, and contacts upon exporting from Ocean.io, as well as analysis in the ICP explorer.
Congratulations! Your integration is ready to go ?
Run into any issues? Send us a message on the platform or send us an email at [email protected] any time.