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:
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.
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.
If you want to automatically create Pipedrive deals via Demodesk, you need to set a Pipeline and a Stage. These values are needed in order to create the object in Pipedrive. You can specify the default values in the integration settings. You can create more than one Pipeline and connect the Pipelines with different event types. Therefore all meetings and corresponding contacts that scheduled a meeting via a specific event type will be added to the specified pipeline.
By default, we connect some system tokens in Demodesk to standard fields in Pipedrive (see below for more details).
Demodesk Token Names
Guest last name
Due Time (Activity)
Due Date (Activity)