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How to integrate Pipedrive with Magento 2?

Pipedrive is a great sales management solution (CRM) that you should not ignore for your Magento store. It’s very useful for your Magento 2 store and it’s a pity if you have not explored this wonderful CRM yet.

This tutorial will help you in integrating Pipedrive with your Magento 2.

What is Pipedrive?

Pipedrive comes with an in-built, adaptable and user-friendly interface, which helps to attain the detail of sales related activities. This interface has one greater feature to it, that it offers sales reporting tools that can Monitor, Analysis sales data and Create visual reports.

If you integrate Pipedrive with your store then you will save lot of time in managing your store and that time you can utilize in promoting your brand in Magento market.

The following is the process to integrate Pipedrive on Magento 2

To integrate Pipedrive

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the Pipedrive account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate Pipedrive

Step 1: Sign up the Zapier account

  • Signup with Zapier

Step 2: Sign up the Pipedrive account

  • Signup with Pipedrive
  • When you log in into Zapier, select the option “Make a Zap” to start integration.

Step 3: Integrate Magento 2.x

  • Selecting the option Magento2.x, will help Zapier to collect all the data from your store.

  • Next select” New Customer” in select Magento 2.x Trigger field and click on save tocontinue.

  • Next step, is to connect an Account in selected Magento 2.x account field. This option requires
    certain detail to be filled which are: Full domain, Admin username and Admin password for the
    Magento 2.xstore. For help images are given below.

  • Once the Magento 2.x accountis created, the screen will display the image given below. select Save
    to Continue

Magento 2.x issuccessfullyconfirmed. Please continue with the next step.

Step 4: Integrate Pipedrive

  • You may opt for one the option from Selected Pipedrive action field that you want to create on the
    Pipedrive & click to continue.

  • Select a Pipedrive account, for this click on connects an account and follow the guide.
  • The Pipedrive is verified successfully. Now click on finish option and give a name to the Zap to complete the process.

  • Please enter all required information in this page and then click on Save and Continue
  • The next step is to set up Pipedrive Deal and make sure to enter all required fields in this page and click on continue box.

  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

  • Now you can see the contact which you have just created.

The tutorial on how to integrate Pipedrive with Magento2.x comes to end.

From now, Pipedrive is a very accessible and manageable application. We strongly recommend to all our merchants to opt for this great application. If you still failed to integrate, then hire Mage Monkeys for the Magento integration service.

Fill the form below if you need us to connect your magento store with Pipedrive.

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    Eshika Is a bibliophile and conversationalist. Her life revolves around writing , photography, presentation and repeat. "go with the Flow" is her approach in life.

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