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.

Follow the step-by-step instructions below to connect Pipedrive to your SAS Flex account. In this tutorial, you'll learn how to:

Connect Pipedrive with Your SAS Account

1. In the SAS Flex portal, click  Integrations from the left side menu. 

2. From the Apps screen, click the  Install button next to the Pipedrive logo.

3. On the next page, enter your Pipedrive API key and click Save & Connect.

Setting Contact Data Parameters

1. Now that Pipedrive is connected to the app, click   Add configuration to begin the set-up.

2. First, name your configuration. This is how your Pipedrive integration will be displayed within your SAS Flex portal. 

3. Now, you'll need to tell the system how to manage the caller's contact details. Choose what email address Pipedrive will show in each entry by selecting an option under Send Data.

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 notifications@sasdesk.com by default.

If    Send call data from notifications@sasdesk.com is chosen, cases will be created under the email address notifications@sasdesk.com.

If    Send data from email address is chosen, cases will be created under the static email address you enter.

4. Then decide whether you'd like the system to  Update and Overwrite existing contact data.

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.

5. Finally, decide whether you'd like the system to  Create Deals.

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.

6. When you are finished, click Save

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.

1. Under the Mappings tab, click  Add Mapping.

2.In the first drop down box, select either  Collector or Text.

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.

3. After you've completed the second column, you will set the  Object, Type and Mapping.

The   Object drop down gives you two options - Deal or ContactThe 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.

4. Repeat the steps 1-3 until you've completed the custom mappings.

NOTE: If you want to remove any mapping, hover over the section you want removed and click  Delete

5. When you are finished, click   Save

6. Back on the main Pipedrive page, you can Disable, Edit or Delete your configuration by clicking on the 3-dot icon adjacent to your configuration.

Integrate Pipedrive into Your Script

When all of your integration settings are complete, contact SAS at service@specialtyansweringservice.net to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.

NOTE: If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.
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