In today’s fast-paced world, managing and nurturing prospects through multiple channels is key to building meaningful relationships. But with so many tools at your disposal, it’s easy for things to slip through the cracks. That’s where Finzy, a powerful LinkedIn automation tool, comes into play. By seamlessly integrating with Pipedrive, a leading CRM platform, Finzy helps you manage LinkedIn prospects, conversations, activities, and deals all in one place. Let’s dive into how this integration can streamline your sales process and enhance productivity.

Complete Guide to Seamless Pipedrive Integration with Finzy 🚀

On-Screen Guide

To help you integrate Finzy with Pipedrive CRM, I'll walk you through a step-by-step on-screen tutorial. Once the integration is complete, you'll be able to view all your leads in one place, allowing you to focus on outreach and closing sales.

Step-by-Step Guide to Integrate Finzy with Pipedrive CRM

---

1.Log in to your Finzy account using your credentials.

2.Navigate to the “Integrations” section by clicking your profile icon in the top-right corner, then click on the “Pipedrive” tab.

3.Get API Key from your Pipedrive Dashboard.

You will find the API key from Profile > Personal Preferences > API. To be able to complete Pipedrive API integration, you will get your Personal API token. Copy that API key.

4.Paste the API key into the Finzy Pipedrive Integration Settings.

5.Customize your settings according to your CRM needs.

• Create contact automatically on acceptance
  This feature automatically creates a new contact in Pipedrive when a prospect accepts your invitation from your outreach.
• Owner
  If you have team members or sub-users in Pipedrive, you'll find a list of them under the "Owner" section. You can assign a specific team member as the owner of a contact created within Pipedrive.
• Default Stage
  Pipedrive offers different deal stages, and Finzy allows you to automatically place a new prospect or contact into a chosen stage when they accept your invitation or a new contact is added to the CRM.
• Visible To
  This option lets you control who can view the contact. You have two choices: "owners" or "followers." If you select owners, the contact will be visible only to them, and vice-versa. Additionally, you can make the contact visible to the entire company.

Once connected, Pipedrive CRM will automatically create a contact each time someone accepts your invitation from a Finzy campaign. This integration streamlines the process by syncing your campaign responses directly with Pipedrive. It helps you manage leads and track interactions effortlessly.

6. Sync LinkedIn Prospects with Pipedrive Contacts

Finding potential leads on LinkedIn is just the beginning. The real challenge is organizing and nurturing them effectively. Finzy solves this problem by syncing your LinkedIn prospects directly with Pipedrive Contacts. Once your prospects are captured on LinkedIn, they are automatically added to your Pipedrive CRM, allowing you to track their interactions, details, and history. This seamless integration means no more manual data entry or risk of losing valuable contacts.

7. Effortlessly Log LinkedIn Conversations in Pipedrive Notes

When you reach out to prospects on LinkedIn, you often have conversations that provide valuable insights into their interests, pain points, or buying potential. With Finzy, these conversations are automatically synced to Pipedrive Notes. Whether you are discussing a product feature or setting up a follow-up meeting, every interaction is saved in the CRM, so you can review previous exchanges at any time.

8. Sync LinkedIn Activities to Pipedrive Activity Feed

Tracking tasks, follow-ups, and engagements is vital to moving prospects through the sales pipeline. Finzy makes it easy by syncing LinkedIn activities directly with the Pipedrive Activity Feed. This means when you send a message, connect with someone, or interact with a prospect on LinkedIn, it gets logged as an activity in Pipedrive. You can then assign tasks, set reminders, and prioritize your next steps, all without leaving the CRM.

9. Link LinkedIn Prospects to Pipedrive Deals

Finzy's integration goes beyond just syncing contacts and activities—it also helps you link your LinkedIn prospects to Pipedrive Deals. As you build relationships with prospects on LinkedIn, you can easily convert those interactions into potential deals within Pipedrive. Whether you’re in the negotiation phase or awaiting a decision, all your LinkedIn prospects are seamlessly integrated into your sales pipeline, giving you complete visibility over your deals.

---

Integrating Pipedrive with Finzy offers tremendous advantages, helping streamline your LinkedIn prospecting efforts while boosting lead management capabilities 📈.

Here's how this integration adds value 💡:

---