by Dinamize
Seamlessly connect your Pipedrive contacts to Mail2Easy with this integration and make multichannel triggered campaigns easier than ever to manage.
Not only can you automate a selection of campaign triggers, but you can mix and match different output channels like texts, push notifications, and, of course, emails. With the help of Mail2Easy’s powerful content creation tools, funneling leads into your pipeline is easy as pie. You can easily upload your email list with Pipedrive by creating custom design filters. Whether you choose to upload contacts on a daily or hourly basis, Mail2Easy keeps your lists perfectly synced on both platforms at all times.
Setup and installation
1. First step – create a new import: Access the menu on the left, CONTACTS and then click on IMPORT CONTACTS
1.2 . After that, go to “Import Format”, select “Third Party Systems” and then
click the “+” icon to register a new integration. 2. Step Two – Get Pipedrive API Token:
2.1 Log into your Pipedrive account and go to the upper right corner of the screen in the “Settings” menu.
2.2 Enter the API subtab. In the light green box, an alphanumeric code will appear.
This is the api token you should use for integration.
3. On the Mail2easy PRO third-party systems screen, check the “Pipedrive” option and assign a name for the connection. Then paste the API token obtained from Pipedrive into the text box .
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