How to integrate SAS Flex with Pipedrive
SAS Flex offers a number of app integrations that are designed to make your life easier. Pipedrive is an online customer resource management system that helps you stay organized by establishing a sales process, creating contacts, tracking activities and goals, importing and exporting data, and more. If your business uses this software, integrating your account with the Pipedrive app in the portal will automatically push data from your calls into your CRM system. This eliminates the need for you to do double the work, converting messages into CRM entries.
In this article we'll discuss:
Connect Pipedrive with Your SAS Account
Setting Contact Data Parameters
If Send call data on behalf of email provided by caller. is chosen, cases will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from email@example.com by default.
If Send call data from firstname.lastname@example.org is chosen, cases will be created under the email address email@example.com.
If Send data from email address is chosen, cases will be created under the static email address you enter.
If Don't update existing Contact. Create new ones. is chosen, SAS will look for an email match in your Pipedrive installation. If there is no match, it will create a new contact. If there is an email match, it will do nothing.
If Update Contact by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Pipedrive installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update Contact by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Pipedrive installation. If there is a match, it won't overwrite data but will add any new details received.
If Create a new Deal. is chosen, SAS will look for an email match in your Pipedrive installation. If there is a match, it will create a new deal under the contact.
If Do not create a Deal. is chosen, SAS will not create a deal under any contact.
Configure Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Pipedrive fields by adding Custom mappings.
Collector will allow you to use specific SAS script variables to populate Pipedrive's contact fields. If you select Collector, use the dropdown in the second column to select a script variable.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object drop down gives you two options - Deal or Contact. The Object determines which Pipedrive fields will be available.
The Type drop down gives you options for Standard or Custom. Selecting Standard will bring up the default fields for the Object you selected. Setting it to Custom will bring up any custom fields that you have built into your Pipedrive system.
The Mapping drop down will display the Standard or Custom fields within your Pipedrive setup. Note that depending on your Pipedrive configuration, not all fields may map.
Integrate Pipedrive into Your Script
When all of your integration settings are complete, contact SAS at firstname.lastname@example.org to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.