Pipedrive is software that allows you to manage your sales pipeline. The integration allows you to automatically send registrations through that pipeline. You can classify registrations according to a specific phase. In this way, you ensure that the leads you generate from your webinars are followed up.
To get started, of course, you first need a Pipedrive account. You can create one via their website.
Connect with WebinarGeek
To connect to Pipedrive, go through the following steps:
Go to WebinarGeek and click 'Account' in the top right
Click 'Integrations'
Click 'Pipedrive' and then 'Connect'
Give WebinarGeek permission to access your Pipedrive account
Once the connection is made, you'll see a default set of triggers. From this point on, the integration works and data for new subscribers and activity is passed along. You can now modify or add triggers you want to use.
Set up triggers
After you have linked to Pipedrive, you can create triggers. You can create a trigger at the account level or per webinar. The following triggers are available. Click here for more information on each trigger.
New registration: this trigger is triggered when someone signs up for a webinar via the registration page.
New payment: this trigger is triggered when someone pays for a webinar.
New viewer: this trigger is activated at the end of the webinar when someone has watched. It also works for replays and on demand webinars.
New live viewer: this trigger is activated at the end of the live or automated webinar when someone has watched. It doesn't work for replays or on demand webinars.
New replay viewer: this trigger is activated when someone watches the webinar's replay.
New viewer started watching: this trigger is activated when someone starts watching the webinar.
No-show: this trigger is triggered when someone does not watch your live or automated webinar. It does not work for replays or on demand webinars.
Successful assessment: Triggers after a viewer successfully passes an assessment set for your webinar.
After you select a trigger you can set an action. The following actions are available:
Create or update a deal
Create a new deal in a specific phase or update an existing deal. The deal is created with the contact details of the subscriber. If a contact has not been created yet, a contact is created for the subscriber.
If you only want to update deals without creating new ones, you can select a starting stage for the deal. With a starting stage, no new deals are created and deals are only updated if they're on that specific stage.
The deals that were created by WebinarGeek can be identified by their custom field labelled 'WebinarGeek Subscriber ID'.
Please note! Don't remove this field, as it's necessary for your integration to work correctly.
Create or update a new contact
It updates your contact as it appears in Pipedrive. If the contact does not exist yet, one is created. We never overwrite existing data but only add missing information.