Overview

Expiration Reminder integrates with Pipedrive and allows you easily import contacts and also create deals when items are about to expire reducing your data entry times.

 

Things to know before you begin

  • Contacts in Expiration Reminder are matched with contacts on Pipedrive based on their email address. Make sure that email addresses in both systems are up to date and that they match for the same users.
  • You need to have a Pipedrive account already created to be able to connect to Pipedrive.

Setting up the Pipedrive integration

If you already have an Expiration Reminder account and want to integrate with your Pipedrive account, follow these steps:

  1. Go to Your Account on the top menu and click on Integrations.er-greenhouse-0
  2. On the screen, look for Pipedrive under CRM. Click on the green Connect button.er-pipedrive-3
  3. A screen will show up asking for permissions to connect to Pipedrive.
  4. Once you connect both accounts, you will need to configure Pipedrive for your Expiration Reminder account.

Configuration options

You can configure your Pipedrive integration by going to Your Account on the top and clicking on Integrations. From there, look for Pipedrive and click on the blue Configure button.er-pipedrive-4

Syncing contacts

You can sync contacts from Pipedrive into Expiration Reminder so you can assign them as contacts on expiration items. Any synced contact will be added as a contact on Expiration Reminder.

The synchronization process is completely automatic and will run once every day to keep the data in sync. To enable to automatic sync process, click on the Sync data between Expiration Reminder and Pipedrive checkbox and then tick on the Sync contacts checkbox. If you’re using the teams feature, select to what team the contacts need to be synced and what contact type to assign to them.

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You can choose to sync now by clicking on Sync Pipedrive contacts now.

Automation rules

You can choose what Expiration Reminder will do every time a contact is synced. For example, if you’d like that every time a contact is added in Expiration Reminder to create an expiration item (a contract for example) you can do so with automation rules.

To do so, click on Configure automation rules.

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Then click on the Add new Automation Rule green button. Enter a name for the automation and then select a trigger (for example, when a Pipedrive contact is created).

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Then from the edit screen, click on Add a new action and select Create expiration for the action type. From the action screen, enter a name of the action (“Create contract” for example), then enter a name for the expiration. You can use the contact name or email from Pipedrive by type curly braces in the expiration name (in essence, “{“) and picking {{contact.name}}. Then select a category and the expiration date. Contact email is to relate the expiration with a contact (you can also use variables from Pipedrive here like the contact email {{contact.email}}.

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Switch the status to Published and click on Save to activate the automation.

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Now every time a contact is created in Expiration Reminder from Pipedrive an expiration will be created.

Creating a deal

Expiration Reminder also allows you to create a deal in Pipedrive when specific conditions have occurred (like an item is about to expire). This allows to reduce the entry time on Pipedrive and is useful if you’re tracking expiration dates for contracts for example and you’d like your sales team to get into it.

To configure an expiration item to create a deal when is about to expire, click on Your Account on the top menu and then on Automation.

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Click on the Add a new Automation Rule green button. Enter a name for the automation and then select a trigger (for example, when a Expiration status changes).

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Click on the Add Condition button and enter a name (for example, About to expire) and in the conditions select when Status is Notify.

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Click on the Add a new action button and select Create Pipedrive deal. Enter a name for the action and enter the name of the deal. You can enter a variable in the deal name like the expiration name for example {{expiration.name}}. Click on Create.

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Switch the status to Published and click on Save to activate the automation.

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Now every time an expiration goes into the notifying status, a deal will be created in Pipedrive automatically.

Need more help?

Don’t worry, just send us an email to support@expirationreminder.net and we can assist. This also includes if you have any suggestions for tasks that you would like our integration to be able to do.