Pipedrive CRM Enricher

Here's a tutorial to help you set up the Pipedrive CRM Enricher:

To take action on your behalf, this Phantom needs to access your Pipedrive account. To do this, it needs your Pipedrive API key. Here's how to find it:

• Click on your initials in the top right of your account to reveal a menu

• Go to Company settings

• Under Personal, select Personal preferences

• Go to the API tab and copy your personal API token

• Paste it into the "Connect to Pipedrive" step of the Phantom's setup

For more detailed instructions, as well as some background information about your Pipedrive API key, check out this Pipedrive article.

Choose which data type you'd like to export to your CRM: individual contacts or company entities.

Then, to export your list of contacts or companies, you have two options:

1. Use a spreadsheet containing your data
Create a spreadsheet with Google Sheets. Make this spreadsheet public so PhantomBuster can access it.

Copy the spreadsheet URL and paste it into your Phantom's setup.

2. Use data extracted by another Phantom
You can select the results file of any of your previously launched Phantoms by clicking on the "My Phantoms" tab, then choose the file you want from the dropdown menu.

Next, you will need to connect the Pipedrive data fields listed to the corresponding columns in your input spreadsheet - email, fullName, company, etc. For example, if you have stored all of your contacts' emails in a column named "emailAddresses", you should select that here.

Under "More properties" you'll have some additional options.

Add more properties

To add more properties of your choice that you don't see listed, you can use this section by finding the internal name for the Pipedrive data field you want as follows:

• Go to your Company settings > Data fields > Person OR Organization

• Find the relevant data field or add a custom field

• Click on the three little dots to the right, then Copy API key

Paste this into the Phantom's setup with the corresponding cell in your input spreadsheet like so:

phone: phone
a996c0d728b5ba2a0ba4c9798ce17bf8091700a3: linkedinProfileUrl

Take note: The "Organization" data field on Pipedrive refers to Org IDs that already exist on Pipedrive. If you'd like to import company data for your contacts, you should add your own "Company" property instead.

Add a lead source tag (contacts only)

Here you can decide which of your contacts you would like to add the lead source tag "PhantomBuster" to.

In the "Behavior" step, you can select how you would like the Phantom to manage your contact or company list from the 3 options in the dropdown menu:

1. Only create new entries

2. Only update existing entries

3. Both create new and update existing entries

Select whether you wish to launch your Phantom manually or repeatedly.

If you select repeatedly, you can choose how frequently you wish to update your CRM. For more automatic launch options, click on the three little dots in the top right and "Show advanced settings."

To update your CRM automatically when collecting new data with another Phantom, select the "Every time another Phantom finishes" option and choose which Phantom you would like your CRM Enricher's launches to follow.

Don't forget to click "Save" on your setup, then the final thing you need to do is launch your Phantom by clicking the "Launch" button (if you've chosen to do so manually), or sit back and let your launches happen while you're away.

Your data will automatically become available within your CRM in seconds!