Looking for Mautic 4 version? Check out the mautic4 branch
Pipedrive integration based on new Mautic integration framework. Once installed, you can find it in Plugins configuration under, named as Pipedrive 2. It use OAuth 2.0 authorization.
Sync. your data between Pipedrive and Mautic without having to do anything manual! Using the Mautic integration with Pipedrive, you will take advantage of:
Bidirectional sync.: data are shared in real time between Pipedrive and Mautic. Native and Custom fields mapping: easy configuration with UI fields mapping. Behavioral data sync.: collected events from Mautic are added to your contact timelines in your Pipedrive CRM.
- Contacts sync.
- Companies sync.
- Fields mapping
- Automated real time sync. of all data
- Targeted triggered sync. from forms, campaigns, points actions
- Contact and Company owner sync.
- Reciprocity deletion handling
- Pipedrive labels (hot, warm, cold) sync.
- Mautic Contact history sync. to Pipedrive
You can install this plugin using composer using command:
composer require webmecanik/mautic-pipedrive-bundle
Or manually from GitHub: https://github.com/webmecanik/mautic-pipedrive-bundle
- Ask Pipedrive support (marketplace.devs@pipedrive.com) to enable Marketplace Manager on your account. More info here.
- Create unlisted app in Tools and Apps > Marketplace manager > Call it "Mautic for {company}". Replace {company} by your company name
- Set Callback URL from URL from your plugin settings (you should have another value instead of http://localhost:8084/index_dev.php, do not use this here).
- Set these OAuth & Access scopes
- Copy Client ID and Client Secret from Pipedrive
- Go to Pipedrive 2 plugin in Mautic. Paste the Client ID and Client Secret from Pipedrive and set the subdomain of your Pipedrive account.
- Save your plugin configuration and click Authorize App.
The integration now supports webhooks from Pipedrive. To configure webhooks:
-
In your Mautic Pipedrive 2 plugin settings, set up webhook authentication:
- Configure a Webhook username
- Configure a Webhook password
-
These credentials will be used to authenticate webhook calls from Pipedrive to Mautic.
The webhook endpoint will be available at: /pipedrive2/webhook
Check your wished features.
If you want to have a full synchronisation (automated), you will need to enable special command in your CRONjob (see hereunder).
- Push/Pull operations can be individually disabled in the configuration
- Improved handling of multi-select fields and label synchronization
- Owner synchronization is now optional and can be enabled/disabled in settings
Run sync every 20 minutes
php bin/console mautic:integrations:sync Pipedrive2 --start-datetime="-20 minutes"
First time sync for data from last year
php bin/console mautic:integrations:sync Pipedrive2 -f --start-datetime="-1 year"
Map you contact ans company fields according to your data exchange expectations. Be sure to respect field format and field constraint values.
By enabling this feature, deletion of contacts will be synchronized between systems. The synchronization happens through:
- Webhook (immediate) from Pipedrive
- Command sync delete from Mautic
You can enable the synchronisation of contacts and companies owners.
You can send Mautic contact activities in Pipedrive contact history. Then your sales team is able to have an overview of the contact activities (form submission, page hits, emails open, etc.).
- In the feature tab, select the type of even you want to sync.
⚠️ You need to create all the custom activities you'll sync. from the plugin tab. Go to Pipedrive > Settings > Company Settings > Activities > all activity events select in plugins settings. All activities types are matched by activity name (see hereunder).- Start using your app!
This plugin needs the Company merge event merged in Mautic 5. You can cherrypick it from: mautic/mautic#11748 It also needs Disable activity push from Mautic repository: mautic/mautic#11255
Yes it can. See dedicated command above.
- In a number field you can have only numbers
- In a select field you should have the same list of values between the 2 apps
- Check your plugin feature tab, be sure to have checked the expected features
- Check that your authentication is still working by entering again your credentials
- If the user that authenticated the plugin doesn't have Mautic or Pipedrive access, the sync. will be interrupted according to the right loss.
Be sure to have the owner existing as users in both application with same email address. If the user is not existing, the user cannot be assigned as owner.
Once you delete your contact or company in Mautic, it can take several minutes to be applied in Pipedrive, it is not instant deletion. Same for deletion in Pipedrive, this could take few minutes.
Following #6, by default Pipedrive propose a Name field not distinguishing firstname and lastname. In consequence those fields are not available to mapping. Ask your Pipedrive support to enable usage of this 2 separated fields first, and then you will find them in Mautic mapping. (confirmed on Pipedrive community forum https://community.pipedrive.com/discussion/comment/19741/#Comment_19741).
- campaign.event
- segment_membership
- campaign_membership
- lead.source.created
- lead.source.identified
- dynamic.content.sent
- email.sent
- email.read
- email.replied
- email.failed
- campaign.event.scheduled
- page.videohit
- form.submitted
- lead.imported
- integration_sync_issues
- message.queue
- lead.donotcontact
- point.gained
- asset.download
- stage.changed
- lead.utmtagsadded
- sms_reply
- sms.sent
- page.hit