Guideflow - Help Center
  • 🐣GET STARTED
    • What is Guideflow?
    • What can I use Guideflow for?
    • Install Chrome extension
    • Install Desktop app
  • 🔴CAPTURE A GUIDEFLOW
    • How-to capture a guideflow
    • Screen capture
    • HTML capture
    • Additional capture options
  • ✏️EDIT YOUR GUIDEFLOW
    • How-to edit your guideflow
    • Edit Design
    • Edit Theme
    • Edit Browser
    • Edit Call-to-Action (CTA)
    • Pan & Zoom
    • Add & edit steps
    • Add Popup
      • Add start popup
      • Add a popup
      • Add end popup
      • Add embed form popup
    • Checklist
      • Create a checklist
      • Edit checklist Theme
    • HTML editor
      • Edit your HTML capture
      • Advanced features
    • HTML Style editor
    • Guideflow settings
    • Preview your guideflow
    • Add blur
    • Custom resolution
    • Sandbox/Clickable demos
      • How to edit a Sandbox/Clickable demo
      • Presenter notes
    • Presenter notes
  • 💻SHARING GUIDEFLOW
    • How-to share your guideflow
    • Share your public link
    • Create custom links
    • Embed your guideflow
      • Landing page builders
      • Website builders & CMS
      • Blogging Platforms
      • Project/Task management
      • Help desk / Knowledge base
      • Customer Support
        • Zendesk integration
        • Intercom integration
      • Product Adoption
      • Changelog
      • Productivity tools
      • Review platforms
        • G2 Integration
    • Share on social platforms
    • Share into email platforms
      • Email marketing platforms
        • ActiveCampaign
      • Sales outreach platforms
    • Invite someone to Guideflow
    • Export in GIF or video
    • Export in PDF
    • Security settings
      • Password protection
      • Domain protection
      • Link expiration
    • Offline demo
  • 📊ANALYTICS
    • General analytics
    • Session analytics
    • Export analytics
    • Filter analytics
    • AI Account Reveal
  • 👨‍🏫COLLECT LEADS
    • Get leads data
  • 🧲Variables
    • What are variables
    • How-to pass variables
    • Where to use variables
    • Create & edit variables
    • Passing variables into emailing platforms
    • Examples
  • 📋DASHBOARD
    • Search & filter guideflows
    • Move a guideflow into folders
    • Create, edit, and move folders
    • Manage folders rights
    • Create, edit, and manage subfolders
  • 🔌INTEGRATIONS
    • Manage your integrations
    • Request a new integration
    • Resthook integration
    • Cross-frame events
    • CRM integrations
      • Salesforce integration
      • Hubspot integration
      • Pipedrive integration
    • Analytics integrations
      • Google Analytics integration
      • Mixpanel integration
      • Segment integration
      • OneTrust integration
    • Slack integration
    • Zapier integration
    • Remote Navigator
    • Highspot integration
    • Marketo integration
    • Figma integration
  • 🎨Branding
    • Custom theme
    • Remove watermark
    • Customize your public page
    • Custom domain
  • 🔑Workspace
    • Edit workspace information
    • Invite & manage team members
    • Manage billing
    • Access invoices
    • Manage API keys
    • Create & change workspace
  • 🌐ACCOUNT
    • Edit account information
    • Manage notification preferences
  • ☁️SSO
    • Enable SSO
  • 🤖AI
    • AI Voiceover
    • AI Translate
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On this page
  • Integration features
  • Lead management
  • Lead influence
  • How to activate the Pipedrive integration
  • Important notice for Guideflow users integrating with Pipedrive
  1. INTEGRATIONS
  2. CRM integrations

Pipedrive integration

PreviousHubspot integrationNextAnalytics integrations

Last updated 19 days ago

Pipedrive Integration Guideflow’s integration with Pipedrive enhances your lead management process by directly synchronizing data from interactive demos to your Pipedrive CRM.

This integration enables the automatic creation or update of Leads in Pipedrive, harnessing data from user interactions within Guideflow.

Integrating these insights allows you to tailor pipelines, dashboards, and reports, providing detailed analyses of your prospects' engagement and the effectiveness of your demos.

Integration features

Lead management

Automatically sync Guideflow demo interactions as new Leads or update existing ones in Pipedrive. This ensures your sales team always has the most current data, facilitating timely and relevant follow-ups.

Lead influence

Understand how Guideflow demos influence lead engagement within the sales process. By linking demo interactions with specific activities or stages in Pipedrive, you can identify which content most effectively moves leads through your sales funnel.

How to activate the Pipedrive integration

  • In the Guideflow workspace, navigate to Integrations.

  • Select Pipedrive under CRM, then click the "Install now" button to be redirected to the Pipedrive integration setup page.

  • Click the "Connect" button on the Pipedrive integration card.

  • Click "Allow and Install" to authorize Guideflow access to your Pipedrive account.

  • Choose specific Guideflows in your workspace for Pipedrive data synchronization, or select the "Install for all Guideflows" option to apply the settings universally.

  • Install the Guideflow app on the Pipedrive marketplace:

Important notice for Guideflow users integrating with Pipedrive

Please be aware that the identification and synchronization of lead data to Pipedrive rely significantly on the following methods and key identifiers:

Lead identification

Effectively populate Pipedrive with lead data using one of two methods:

Events sent to Pipedrive

Guideflow is set up to send event data to Pipedrive. The lead data must include the lead's email address, whether obtained from a form or a variable within a custom link. The email acts as the primary identifier, linking the lead data between Guideflow and Pipedrive.

Existing Leads

If a lead with the same email already exists in your Pipedrive CRM, Pipedrive will automatically merge the incoming information with the existing lead record, using the email as the key identifier. This ensures that the lead’s interactions and data are unified and up-to-date within Pipedrive.

In cases where Pipedrive detects a duplicate, it may prompt you to review and confirm the merge to maintain data integrity. If there is no existing lead matching the email, Pipedrive will automatically create a new lead record, incorporating all relevant interactions from Guideflow.

within Guideflow, designed to collect lead information directly.

that includes the lead's information, such as their email, as a variable within the link itself.

🔌
Form Popup
Custom Link
https://www.pipedrive.com/en/marketplace/app/guideflow/9b674dba168ce7bd