Connect Pipedrive to WhatCounts with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Pipedrive to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose Pipedrive as the source for your bridge
- Choose WhatCounts as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Pipedrive with WhatCounts
Step 2.A: Setup your Pipedrive integration
- Click on Connect Pipedrive
- Click on Create new integration to connect your Pipedrive (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Pipedrive integration
- Click on Authorize and you will be prompted to the Pipedrive authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this Pipedrive and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Pipedrive is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your WhatCounts integration
- Click on Connect WhatCounts
- Click on Create new integration to connect your WhatCounts (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the WhatCounts integration
- Fill Domain, Username, Password field to connect WhatCounts with LeadsBridge
- Click on the Authorize button
- You can choose a name for this WhatCounts and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your WhatCounts is connected, you can continue with the set-up of your bridge
Step 2.C: Configuration details for WhatCounts
How to get Domain, Username, Password
The Domain represents the URL you use to connect to your WhatsCount account.
If you leave it blank, the default
In the Username field, you should type your WhatCounts Realm name.
Finally, to get the Password, you should follow the steps below:
1. Go to CUSTOMER CENTER > API MANAGEMENT > SETUP API.
2. Copy the current API Password. If there is no password, click GENERATE PASSWORD.
If you leave it blank, the default
api.whatcounts.com will be used.In the Username field, you should type your WhatCounts Realm name.
Finally, to get the Password, you should follow the steps below:
1. Go to CUSTOMER CENTER > API MANAGEMENT > SETUP API.
2. Copy the current API Password. If there is no password, click GENERATE PASSWORD.
Step 2.D: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
- Type the address(es) where you'd like to receive the receipt
- You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your Pipedrive information with your WhatCounts fields.
- You will have WhatCounts fields on the left. Match the information you wish to pass align from Pipedrive
- Based on WhatCounts functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- Pipedrive documentation page and common questions
- WhatCounts documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
