Integrate Airmeet with Pipedrive

Modified on Mon, 03 Apr 2023 at 02:10 PM



TABLE OF CONTENTS


1. Overview

2. Connect Pipedrive at the Airmeet Community level

    2.1. How to get a Pipedrive API token?

3. Connect Pipedrive at Airmeet Event level

    3.1. How do you create a Pipedrive filter?

    3.2. Sync Airmeet to Pipedrive

    3.3. Sync Pipedrive to Airmeet

        3.3.1. Add contact in Pipedrive

    3.4. Add Custom fields in Airmeet & Pipedrive.

        3.4.1. Add Custom field on Airmeet

        3.4.2. Add Custom field on Pipedrive

4. Things to keep in mind



1. Overview



Easily sync Pipedrive contacts with your Airmeet event registration. Select the Pipedrive filters on your Airmeet event settings page to enable the sync. Contacts registered with the Pipedrive filters will be added to the Airmeet. New registrations received on Airmeet will be added to the Pipedrive account as a contact.



2. Connect Pipedrive at the Airmeet Community level




Step 1: Log in at www.airmeet.com with your organizer id. Click on the Integration tab from the left-hand side of the community dashboard.


Step 2: Under the Apps section, search for Pipedrive and click on Connect button.




Step 3: Enter the Pipedrive API token to connect the Pipedrive account with the Airmeet account.



2.1. How to get a Pipedrive API token?


Step 1: Log in to your Pipedrive account. Click on your profile icon placed in the right-hand side corner.


Step 2: Click on Company Settings > Personal preferences > API > Copy API




Step 4: Paste the API token key on the Airmeet dashboard and click on Connect. Your Airmeet Community is connected to Pipedrive successfully.

 


Note: Connecting Pipedrive to the Airmeet community is a one-time activity.

You don't need to perform the above steps again, which create or configure for another event.


3. Connect Pipedrive at Airmeet Event level


Once the Pipedrive is connected to Airmeet Community, you can connect both platforms at the event level. Let's see how to enable the integration at the event level.


Step 1:  Go to your particular Event dashboard and click on the Settings > Integration tab.


Step 2: Click on the Enable button, and under the general tab, select the Pipedrive filter.



3.1. How do you create a Pipedrive filter?


Step 1: Go to the Contacts section of Pipedrive from the left-hand sideUnder the people tab, click on the drop-down option at the right-hand side of the page.





Step 2: Click on the "+Add new filter." > +Add Condition > Select Field and Tag accordingly.



Provide the filter with a unique name, and then click on the Save icon.


Step 3: After selecting the filter, you can toggle the "direct access link" to send a unique link on Pipedrive under contacts.


3.2. Sync Airmeet to Pipedrive


Once you have selected the desired filter and enabled the direct access link from the general tab, you can map the Airmeet registration fields with Pipedrive contact properties for adding/updating contacts in your Pipedrive account.





3.3. Sync Pipedrive to Airmeet


Map the Airmeet registration fields with Pipedrive contact properties for pre-filling the registration form on Airmeet once you enter the event.


A unique link will be sent to the mapped contacts to enter the event on the email ID from Pipedrive.




3.3.1. Add contact in Pipedrive


To add a contact on Pipedrive and sync with Airmeet, you need to follow the below steps:


Step 1: Go to the Contacts tab > Under the People section, click +Person > Enter the contact details and select the Label.



Note: The label should be similar to the Filter condition applied or as shown above.



3.4. Add Custom fields in Airmeet & Pipedrive.


3.4.1. Add Custom field on Airmeet


You can add a custom field on Airmeet by following these steps:


Go to Registrations > Event Entry > Default Registration Form > Change > Edit the default form or add custom fields by clicking on +Add Custom Field.




3.4.2. Add Custom field on Pipedrive


You can create a custom field on Pipedrive and map the same on Airmeet. Let's see how you can add a custom field on Pipedrive.


Click on your profile icon > Company Settings > Settings tab > Data Fields > Click on "Add custom field."





4. Things to keep in mind


  • Data is synced after 1 hr from Pipedrive to Airmeet when connected.




Need more help? Contact support@airmeet.com or visit our 24*7 Support Lounge. 



Want to brainstorm and connect with other Airmeet Users and Event Professionals from around the world?  Fill in the form to join our community on Slack.


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