Export Ruler Data to Pipedrive
Ruler can enrich your Pipedrive Deals with the attribution information we collect about a Lead.
| Available Ruler Triggers |
|---|
| New event when a New Call lands in Ruler Analytics |
| New event when a New Form Completion lands in Ruler Analytics |
| Available Pipedrive Actions |
|---|
| Create a New Deal in Pipedrive |
| Create a New Note in Pipedrive |
| Create a New Activity in Pipedrive |
| Find and Update Deal in Pipedrive using the Email Address from Ruler Analytics (workarounds available for Call Leads) |
For each of the Ruler triggers you can pass the following fields to your Pipedrive CRM to enrich your data. http://help.ruleranalytics.com/en/articles/3043560-passing-data-out-of-ruler-analytics
How to decide the best Pipedrive Action to choose for your CRM setup?
If you already have a method for creating a new deal in your Pipedrive account you will not need to chose a 'create' action. The Find and Update actions will allow you to search your Pipedrive account using the lead email address and when a successful match is found, updating the custom fields with the chosen attribution data.
What is needed for this Integration?
Once you have decided the variables you wish to map from the lead in Ruler Analytics to your Pipedrive account, you will need to ensure you have created these as a custom field in your Lead or Opportunity record in your CRM. More information can be found here.
Get in touch with your account manager today to get started with your Ruler and Pipedrive Integration.
Updated about 5 years ago