Mautic – Pipedrive CRM plugin

MauticDevelopers.com are proud to announce our first fully functional Mautic custom plugin have been added to Mautic main repository and will be available in Mautic within next version of the software. It is very important to us that we can contribute community with our work.

If you would like to see more view our code here and staging repository here

Below you can find some documentation if you would like to test our solution.

 

Mautic – Pipedrive plugin documentation

This plugin allows for synchronization between Mautic and Pipedrive.
If you don’t have the Pipedrive account yet, create it here: https://www.pipedrive.com

Configure the plugin in Mautic

To integrate Mautic with Pipedrive, fill out the following fields:

1) Pipedrive URL: Pipedrive API URL

2) Pipedrive Token: Pipedrive API token

3) Webhook user: the username of your choice (used in Pipedrive webhooks)

4) Webhook password: the password of your choice (used in Pipedrive webhooks)

 

Get the Pipedrive URL and API Token from Pipedrive. The API URL looks just like your own Pipedrive URL, but you have to add “/v1”at the very end. In this example the URL will look like this: “https://mycompany2.pipedrive.com/v1”

 

When you are filling out the form for the first time, set Published field to No. When you save the form and open the configurator again, you will be able to map the fields pulled from the Pipedrive API with Mautic fields. Having mapped the fields correctly, activate the integration by setting Published to Yes to start the synchronization.

Be extra careful when matching the fields to make sure that the correct data is saved.

Features

Company / Organization Synchronization

To enable Company/Organization Synchronization, go to Features tab and tick Company / Organization:

After closing and re-opening the window you will be able to map the company/organization fields – they will be pulled from Pipedrive automatically.

Owners Synchronization

The plugin can also assign Owners to Lead/Person and Company/Organization. If you have a user with the same e-mail address both in Pipedrive and in Mautic, the plugin will synchronize the Owner automatically.

Points Field Synchronization

The plugin can synchronize Points field as well. To use this feature, add such field to Person in Pipedrive (Pipedrive doesn’t support this field by default):

Having done that, open the plugin configuration screen in Mautic again to see a new mapping option:

Configure the plugin in Pipedrive

To exchange the data between Pipedrive and Mautic, configure the webhooks in Pipedrive so that Mautic records are updated automatically.

You have to create webhooks for Person, User and optionally for Organization.

  1. Select “*” to send to Mautic all events for the given object
  2. Choose which object you want to synchronize (Person, Organization, User)
  3. Enter your Mautic URL address (you can find it on the configuration page)
  4. Enter the webhook user that you used for plugin configuration
  5. Enter the webhook password that you used for plugin configuration

Repeat for Person, User and Organizations. When you’re done, the webhook view should look like in the screenshot below. Keep in mind that Company/Organization synchronization is optional, so you don’t have to add a webhook for it if you don’t want to use it.

Command line scripts

 

The scripts are used for the initial Mautic <-> Pipedrive data exchange. You shouldn’t use them to make updates with CRON.

mautic:integration:pipedrive:fetch – pulls the data from Pipedrive and sends it to Mautic

mautic:integration:pipedrive:push – pushes the data from Mautic to Pipedrive

You have to complete the plugin configuration to use these scripts.

Keep Calm and Do Mautic
Karol Kasprzak

 

MauticDevelopers

 

8 thoughts on “Mautic – Pipedrive CRM plugin

  1. I want to insert into the field “Contact’s timeline link”

    But in the field (in the pipedrive), always the value “0” ((
    How can this be remedied?

  2. From Mautic to Pipedrive update contact data works fine.
    From Pipedrive to Mautic does not work update contact data.

    Everything is set up. The cron is running. In the web-based Pipedrive 200 OK.

  3. Thank you for making this plugin. I have followed the instructions and it works well when I add or update a contact. However I can’t figure out how to use the scripts to do the initial data exchange. I am not a developer and am using the free version of mautic hosted on mautic.net. Can you provide any instructions for a newbie to conduct the initial data exchange?

  4. UPDATE: After following the instructions on this blogpost this is the outcome.

    PIPEDRIVE –> MAUTIC
    • New contact – works well (although not for all fields. Not sure why. It appears that only locked fields sync?)
    • Update contact – does not work.

    MAUTIC –> PIPEDRIVE
    • New contact – does not work
    • Update contact – works well for all fields.

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