Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details for Getting Started with the pipedrive application for Cliently.
What does this integration do?
- Works with pipedrive Contact objects
- Syncs (Pushes) your pipedrive contact/company records to Cliently - My Clients (contacts) (one-way sync only for contact info)
- Works with Cliently Workspaces
- Access to team member access and permissions
- Assign Cliently Credits to your team
- Ability to send out Instant Actions: Email, Video Message, Handwritten Note, Postcard and Gifts directly to your pipedrive contacts.
- Add existing “flows” created in Cliently and instantly connect them in pipedrive.
- Create custom “flows” specifically for each pipedrive record
- Direct access to your Task-Actions to complete them from the extension.
- Track history of your actions in each pipedrive record.
- Use the Timeline to review your sent actions for Global (all contacts) and individual contact.
- Works with pipedrive Silver, Gold and Platinum Plans: https://www.pipedrive.com/en/plans
Cliently Plan Access? Only Cliently plans can use this application.
Before you get started, however, please make sure that you have a Cliently account (Don’t have one yet? Start 14-day free trial!)
Please note: In order to use this integration, you must use Google Chrome, download here.
pipedrive Account Setup: In order to use this integration with your Contacts objects in pipedrive; you must have a valid email address in order to send Cliently Email/Video Messages. In order to send Cliently Handwritten Notes, Postcards or Gifts a “physical mailing address” must be associated in the pipedrive record.
Are you using multiple pipedrive "Company accounts?" under one login?: If so, this integration does not support multiple company accounts. Contact us before proceeding if you are using multiple companies in order to install correctly.
pipedrive Versions Supported by this Integration: All versions are supported
Step 1: Login into your pipedrive Account. Go to www.pipedrive.com/login and login into your account.
Step 2: Install Chrome Extension for this application: Follow the steps below in order to install the integration to your Chrome Web browser:
Step 2-A: Locate on Chrome Web Store and install integration. Us the following link to install the Cliently integration with: pipedrive Chrome Extension. Click the blue button “Add to Chrome” to install it to your Chrome Web browser. Follow any prompts to Accept. Or you can install from “pipedrive’s marketplace”.
Once installed, the Integration will appear in your Chrome Web browser on the top right-hand side. You can click on the “Cliently icon” to hide or show the integration.
Step 3: Login into your Cliently account. In order to use this integration, you must be logged into your Cliently account.
Step 4: Integrate pipedrive with Application. Next, we must connect pipedrive to the application. Click on the red button “Click to Integrate”
Step 4-A: Grant Permission. Next, you will need “Grant Access” to allow pipedrive to connect with Cliently. Review and please click on the green button “Allow and Install”.
Step 4-A: Integration complete, if integrated correctly you will see a video and a red button to use the application called “LET ME IN”. Click this button to access the integration. You can also watch a video, check out Cliently’s FAQ’s and Book a demo.
Step 5: Ready to use… Congratulations you have successfully installed the Chrome Application for Cliently- pipedrive Application.
Step 6: First use of Cliently pipedrive Application. In the the following instructions, we will break down the application on how to use it.
1: Cliently Workspaces - Here you can change the workspace of your Cliently Account, if you are using more than one workspace. Click here to learn more about workspaces.
2 and 3: Credits & Settings - Learn more about Cliently Credits and settings for your account. Click here to learn more.
4 and 5: Search in pipedrive for contacts and then send out Instant Actions - Learn how to search in pipedrive and Send out an Instant Action. Click here to learn more.
6 Search in pipedrive for contacts and select pre-existing or create new Flows (marketing campaigns) - Learn how to search in pipedrive and create and/or enable Flows (marketing campaigns). Click here to learn more.
7 Using the Cliently extension to complete your tasks - Learn how to access your Tasks for your pipedrive contacts and learn how to complete those tasks. Click here to learn more
8 Using the Timeline to review your actions sent to your contacts - Learn how to access your Timeline for your pipedrive contacts. Click here to learn more.
Need Help? If you need any help with Getting Started with the Cliently pipedrive Application please click on the red “Help/Chat” icon found on the bottom right side of your account.