ActivDEMAND adds some killer features to PipelineDeals:
- Automatic lead insertion
- Click to call
- Deal closed won posting to FunnelFLARE
- Real time continuous contact imports
- Lead scoring
- Task Posting
- Activity Scheduling
FunnelFLARE Lead Insights for PipelineDeals
To get the most out of FunnelFLARE and PipelineDeals, your first step should be to install the FunnelFLARE Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into PipelineDeals.
FunnelFLARE is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from FunnelFLARE should go to PipelineDeals ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for PipelineDeals and which are not. The base case: Data flowing to PipelineDeals from FunnelFLARE happens when a prospect does something that FunnelFLARE is tracking. For example, a prospect fills out a form, this could create a new deal in PipelineDeals.
Note: The flow of data FROM FunnelFLARE to PipelineDeals is controlled in the Lead Processing workflows (Automation->Lead Processing).
If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in PipelineDeals is 'more accurate' than that in FunnelFLARE. Thus when a contact updates in PipelineDeals, we should tell FunnelFLARE about the contact.
Note:Data flowing FROM PipelineDeals to FunnelFLARE is handled automatically using the Import Scheduler (Contacts->Import Scheduler).
The import scheduler sets up the connection between PLD to AD. It is not a scheduler ... there is a real-time update from PLD to AD whenever a contact is updated in PLD.
Setting Up PipelineDeals and FunnelFLARE Communication
Steps 1-4 needs to be done for each sales person in your organization who has a PipelineDeals account.
Select the individual's API Token (in PipelineDeals)
In FunnelFLARE, go to the account settings (Administration->Account Settings) scroll down to the Employee's section. If the person who you want to connect PipelineDeals with is not in the list, click the 'Add Employee' button. Add the employee. Click 'Save Account'.
After the employee is added, in the account settings, scroll down to the '3rd Party Applications', click on the 'Add Application'
Scroll down find Third Party Apps,
Select 'PipelineDeals' from the list:
Now on every contact details page (in FunnelFLARE), in the Sales Notifications area (not all account types have this), you will see a Post to CRM button
Clicking the button will post the prospect to PipelineDeals in the first position of your pipeline as a new deal.
Whenever a contact is pushed to PipelineDeals from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in PipelineDeals. You must set this mapping up for FunnelFLARE to know which fields to update in PipelineDeals. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab, Scroll down to the Field Mapping
You can map FunnelFLARE fields to PipelineDeals Fields:
Optional (but highly recommended):
Add the following fields:
Field Name: FunnelFLARE Lead Score
Field Type: Text
The FunnelFLARE Lead Score will add the current lead score (calculated in FunnelFLARE) to the contact.
Importing Contacts From PipelineDeals -> FunnelFLARE
After PipelineDeals has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts->Import Contacts. You should see an option for pulling contacts from PipelineDeals:
You will be given full control over what to do if contacts exist, what fields map to what,etc.
Automatically update contacts in FunnelFLARE from PipelineDeals
One of the more powerful features of the FunnelFLARE-PipelineDeals integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from PipelineDeals to FunnelFLARE, use the contact import scheduler (Contacts->CRM Contact Updates). PipelineDeals will update FunnelFLARE whenever a contact is changed in PipelineDeals. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.
Note: the web hook is called to update when:
- An organization is updated
- A deal is updated
- A contact is updated
- A contact is created
First you have to create webhooks in PLD that post events to AD when specific triggers occur. There are 6 new web hooks that need to be created:
- Company Updated
- Company Created
- Person Updated
- Person Created
- Deal Updated
- Deal Created
Browse to Account Settings->Automations. Click Create New Automation
The target URL format is:
Repeat the above process for the remaining 5 Automations. The target URL format is exactly the same for all of these.
Automatically Push Prospect Engagement to PipelineDeals
If you are looking to have marketing email sends and marketing email opens in PipelineDeals, you will want to use the Activity Scheduler workflow item.
Add new activity types:
- Marketing Email
- Asset Download
- Email Open (Optional - this is handled by the chrome extension)
- Email Link Click (Optional - this is handled by the chrome extension)
In the PipelineDeals Email Activity Posting workflow (Automation->Lead Processing->PipelineDeals Email Activity Posting), you will need to update each of the existing custom activity objects to map to the custom activities you created in the previous step. Be sure you assign a contact owner to each step as PipelineDeals requires a contact owner for all engagement with a contact in PipelineDeals.