Pipedrive is a CRM and sales pipeline management tool for small and medium-sized sales teams. It has a mobile-optimized, deal-focussed user interface that organizes deals and tasks in an easily accessible way. It also offers customizable reporting tools allowing visual monitoring of individual and team sales.
Chargebee's Pipedrive integration is a streamlined and easily configurable tool that helps you enrich your Pipedrive contacts with customer, company, subscription and invoice data from Chargebee.
The Pipedrive integration copies Chargebee's Customer data and, optionally, part of the Subscription and Invoice information over to Pipedrive. The sync is run manually and can also be set to run automatically at fixed intervals.
Data always flows from Chargebee to Pipedrive via this integration. No data is pushed from Pipedrive to Chargebee.
Customer records in Chargebee are mapped to person records in Pipedrive by matching a unique Id that is common to both objects. By default, it is the email address field. When syncing a customer record for the first time, an error is shown if multiple matches are found in Pipedrive. However, once a customer record has been mapped to a Pipedrive person, any duplicates found in Pipedrive thereafter are ignored. If a person record that has been mapped to a customer record is deleted, it's recreated on the next sync.
The unique Id used to match records can be changed from the default, which is email address. For example, you can select to match the Customer Id field or any custom field in Chargebee to the Pipedrive Person ID.
Be careful if you have customer records in Chargebee with duplicate values for the unique Id field. All those records will get mapped to the same person record in Pipedrive. Changes made to all those records will overwrite the same person record one after another.
Subscription information in Chargebee can be synced to either the person or organization records in Pipedrive. Deals in Pipedrive can be created or updated for subscriptions in Chargebee. Deals can also be created/updated when one-time invoices are raised for customers in Chargebee.
Let's look at how the integration is setup in the Chargebee app.
For setting up the integration, click Settings > Third-party Integrations > Under Sales, click Pipedrive > Click Connect on the top right corner.
When you are prompted for the Pipedrive login credentials, ensure that the Pipedrive user account has admin privileges so that all the permissions are in place for the integration to function smoothly. In case you do end up using an account without proper privileges, you can unlink the integration and connect again.
First test then go-live
It is recommended that you connect to Pipedrive from your Chargebee test site first and ensure that your workflows function properly. This will help address any issues before connecting your Chargebee live site to Pipedrive.
See the configuration page to help setup the integration.
Once the configuration has been done, the following validations are performed in this step to ensure that your data is in order before it is synced.
All customer records are checked to see if they have the customer present. Unless changed in the configuration, the unique ID is the email address by default.
If setting 1 is enabled accordingly, all customer records are checked to see if they have subscriptions attached.
If any issues are found during this scan, a summary is shown and CSV list of the customer records with the issues is available for download.
You can choose to ignore the validation errors and those records would not be synced.
First 10 customers and their subscriptions are synced to Pipedrive and a results page is displayed.
Creating and updating deals is skipped during this sync.
You can then go ahead and sync all records by clicking on Sync all Records.
Creating and updating deals is skipped when this "full sync" is run for the first time.
Once the sync has run, a summary is shown:
When there are errors, you can see all of them so they may be attended to. Click See all errors to inspect each error.
Records in Chargebee may fail to sync to Pipedrive due to various reasons. Any such failures are seen as sync errors as shown above. You can choose to ignore individual errors or all of them. Ignoring an error removes it from the list and prevents the record from syncing further unless it is modified.
To download all the error details as a CSV file click DOWNLOAD CSV. The CSV list does not include ignored errors.