Once your Pipedrive account is connected to Demodesk, you can set up the integration on the Internet Accounts page. In the integration settings, you can configure the integration between Demodesk and Pipedrive based on your needs.
In essence, you can control whether Demodesk should create the following objects:
Activities
Deals
If you turn the creation of these objects on, we first check if the objects already exist for the given email address to avoid their duplication.
Creating meetings
For creating activities, you can specify the default activity type. All activities that will be created via Demodesk will be of the default activity type specified here.
Creating deals
When this option is enabled, Demodesk always checks if a relevant deal, i.e. an open or closed won deal, exists. Then, no deal is created to avoid duplicate deals.
If a deal is created, Demodesk uses the specified pipeline and stage of the respective event type.
If you use several pipelines in Pipedrive, you can set them up in Demodesk and assign event types to specific pipelines. In that case, you also need to specify if only this specific pipeline should be checked for relevant deals or all pipelines. Examples:
Different pipelines are used for different stages in the funnel or different sources. E.g. inbound, outbound, onboarding, renewal, etc. Then, the setting all pipelines should be used to ensure that open or closed won deals in any of these pipelines are considered.
Different pipelines are used for different products or markets, i.e. for one customer deals in different pipelines can exist. Then, the setting specific pipeline should be used, so that a new deal is created in other pipelines.
Demodesk connect the deal ID when we create the activity. The org should then be automatically connected through the person.
Updating deals
Demodesk updates deal and associate the event with the deal, even if deal creation is disabled.
In case there are multiple deals opened at the same organisation, a new activity will be attached to the most recent open deal.
Default connections
By default, we connect some system tokens in Demodesk to standard fields in Pipedrive (see below for more details). You can find your token connections in your settings.
Demodesk Token Names | Pipedrive Field |
Guest last name | Name (Person) |
Guest email | Email (Person) |
Meeting name | Subject (Activity) |
Meeting link | Location (Activity) |
Meeting time | Due Time (Activity) |
Meeting date | Due Date (Activity) |
Note that tokens need to be connected to push automatic updates to the Pipedrive (e. g. for rescheduled meetings, date + time need to be connected)
