How do I update contacts in ActiveDEMAND when Deals Change in your Pipedrive CRM?

ActiveDEMAND does not have a concept of a deal stage. That being said, you can create custom fields in ActiveDEMAND that you can map deal stages.


Step 1

Make a list of all of your Pipedrive deal stage names. Ensure you have the spelling the same in both the CRM and ActiveDEMAND.


Step 2:

Create a custom field in ActiveDEMAND that will hold the deal stage. Administration->Account Settings->Custom Fields [Add Custom Field Type]




This has to be a single option picklist build on the Contact. For the options, enter the deal stage names.


Step 3:

Use ActiveDEMAND's import scheduler to schedule updates from Pipedrive to ActiveDEMAND. Contacts->Import Scheduler




Map the deal stage in Pipedrive to your Custom Field




Now, whenever the import scheduler pulls data from Pipedrive CRM, the contacts will update in ActiveDEMAND. Consider building a contact list (audience) that dynamically gathers contacts in a specific deal stage. You can then use this to trigger audience based drip campaigns.

Updated on: 21/11/2022