Pipedrive Integration
The DailyStory integration with Pipedrive enables you to harness the power of DailyStory’s marketing and automation tools alongside your Pipedrive CRM, making it easy to engage leads, nurture relationships, and drive conversions directly from your sales pipeline.
When enabled, Pipedrive integration syncs Pipedrive persons data directly to DailyStory. Then, use DailyStory’s powerful segmentation and personalization tools to craft targeted messages.
This guide provides a list of resources to help you get started with Pipedrive integration.
Configure Pipedrive Integration
While there are several steps required to configure DailyStory and Pipedrive integration, they are simple and don't require any technical expertise.
- Sign in to DailyStory and navigate to
Account Settings > Integrations. Click on Pipedrive title or click the gear icon and select "configure":
- You will be redirected to Pipedrive to authorize the integration:
- Once authorized you'll be directed back to your DailyStory account.
That's it, the DailyStory integration with Pipedrive is ready.
Standard fields
DailyStory will sync the following standard fields from Pipedrive:
- First name
- Last name
- Email address
- Mobile phone
- Address
- City
- State
- Postal code
- Country
DailyStory also will automatically geocode (calculate the latitude and longitude) the contact record.