Pipedrive CRM integration

You can access Pipedrive CRM integration via the Dux-Dash CRM Connections page with Dux-Soup Turbo or Cloud.

Once you install the Pipedrive connector, you can enable these options:

Create Activities for inbound LinkedIn messages - transfer messages to your Pipedrive CRM.

Create Activities for new LinkedIn connections - transfer data to your CRM once a connection is made.

Update Contact after connecting - Dux-Soup updates contacts with relevant information once they become your 1st-degree connections.

Dux-Soup schedules profile visits when you activate 'Update Contact after connecting'. Ensure the Default campaign is enabled on the Drip Campaigns page so the visit action can run and update the Contact in your CRM.

Update Contact name from LinkedIn - Dux-Soup will update the existing contacts with the name that is shown on LinkedIn.

Only process enrolled prospects - Dux-Soup will record only profiles that were enrolled in Drip Campaigns.

You can also select one of these filters:

Do not create & update Contacts from profile views

Dux-Soup will not create or update contacts in your CRM when you are visiting profiles on LinkedIn.

Create & update Contacts from connected profiles

Dux-Soup will create or update Pipedrive contacts only from your 1st-degree LinkedIn connections.

Create & update Contacts from tagged profiles 

Choose which tagged LinkedIn profiles Dux-Soup should send to your CRM as new or updated contacts.

  • Use Include tags to specify which tagged profiles should be added or updated in your CRM.
  • Use Exclude tags to prevent specific tagged profiles from being processed.
  • You can also enable the Any tag option to include or exclude all tagged profiles.

Create & update Contacts from connected + tagged profiles

Choose which of your 1st-degree LinkedIn connections Dux-Soup should add or update in your CRM based on tags.

  • Use Include tags to select which tagged connected profiles should be synced.
  • Use Exclude tags to skip specific tagged connections.
  • You can also enable the Any tag option to include or exclude all tagged 1st-degree connections.

Create & update Contacts from all profile views

Dux-Soup will create or update contacts in your CRM from all profile visits on LinkedIn.

Please note that as long as a LinkedIn prospect matches the filter criteria, they will be recorded or updated in your CRM. This applies to manual visits, visits triggered by drip campaign actions, and auto-visits.

You can also schedule Dux-Soup actions from your Pipedrive account, such as enrolling, messaging, and sending a connection request:

Notes

Dux-Soup will record the Organisation LinkedIn URL with the numeric value (company ID).

To prevent duplicates, company URLs must match exactly (checked with and without a trailing '/'). Additionally, we verify the company name if no URL match is found. Ensuring exact matches for URLs and names will prevent the creation of duplicates.