Setup guide
Set up the Pipedrive integration
How to connect Pipedrive to Freelvy, choose what it does, see what it reads and writes, and disconnect or uninstall it.
Before you start
- A Freelvy account on the Pro, Growth or Enterprise plan, or in the 7-day free trial. On Starter, the integration is shown but locked (“Available from Pro”).
- Only the owner of the Freelvy account can connect, change the settings or disconnect.
- A Pipedrive account where you are allowed to install apps. To let Freelvy create its own fields and pipeline, connect with an admin user.
- One CRM at a time per Freelvy account. If another CRM is connected, disconnect it first.
Install
- 1In Freelvy, open Settings › Integrations.
- 2Click Connect Pipedrive.
- 3Sign in to Pipedrive if asked, and choose the Pipedrive company to connect.
- 4Review the permissions and allow them. Freelvy never sees your Pipedrive password.
- 5You come back to Freelvy, which shows Pipedrive is connected.
Open Settings › Integrations in Freelvy
What happens right after
- Freelvy adds its own “Freelvy” fields to people and organizations. Without the admin permission, the same details are written in a note on the person instead.
- Freelvy finds or creates a pipeline named “Freelvy” with two stages: Interested and Meeting. Without the admin permission, you pick one of your own pipelines in the settings.
- Freelvy sets up webhooks on people, organizations and deals, so changes reach it right away. Without them, your list is still read every 6 hours.
- Freelvy reads your people, customers and open deals a first time, so they are skipped from the first campaign. A large account can take a few minutes.
Permissions Freelvy asks for
Each permission has one job. Freelvy asks for nothing else.
| Permission | Why Freelvy needs it |
|---|---|
| Deals: full access | Read open and won deals, create a deal when someone is interested, and move it when a meeting is booked. |
| Activities: full access | Log each email sent and each reply, and add the task to reply within 24 hours. |
| Contacts: full access | Read, add and complete people and organizations, and add notes. |
| Read users data | Read the connected user and company, to show which Pipedrive account is connected. |
| Search for all data | Find a person by email and an organization by domain or name, to avoid duplicates. |
| Administer account | Create the “Freelvy” fields and the “Freelvy” pipeline. |
| Webhooks: full access | Receive changes to people, organizations and deals as they happen. |
Settings
Everything is set in Freelvy, in Settings › Integrations. Every team member can see the connection. Only the account owner can change it.
| Setting | Choices | Default |
|---|---|---|
| Skip people already in Pipedrive | Contacts already in Pipedrive · Customers (and their company) · People with an open deal | All on |
| Champions and lost deals | Freelvy follows the people of your won and lost deals. To follow a champion, give the person the label “Champion” in Pipedrive, or write “yes” in the person field “Freelvy - champion”. | — |
| Add prospects to Pipedrive | When a campaign starts · When I approve a row · Never | When a campaign starts |
| Keep the history | Emails sent · Replies | All on |
| Deals | Create a deal when someone is interested or books a meeting · Pipeline · Stage when interested · Stage when a meeting is booked · Add a task to reply within 24 hours | On, “Freelvy” pipeline |
- Customers are the people of your won deals, and their company found from their email domain. People with an open deal are the people of your open deals, and their company.
- With “Never”, Freelvy adds no new people. It still logs emails and replies on people who already exist in Pipedrive.
- “Check now” reads your Pipedrive list again right away. The card also shows how many people and companies were skipped thanks to Pipedrive.
What Freelvy reads and writes
Freelvy reads only what it needs to skip people and avoid duplicates. It writes only what is listed here.
| Object | Read | Written |
|---|---|---|
| People | Email, first and last name, job title, labels, and the Freelvy fields | Email, first and last name and job title (only when empty on a person you already have), and the Freelvy fields |
| Organizations | Name, and the Freelvy domain field | Name of a new organization, the Freelvy fields, and the link to the person |
| Deals | Status (open, won or lost), stage, value, currency, close date, linked person | Title, pipeline and stage of the deals Freelvy opens, linked to the person, with the reply as a note |
| Pipelines | Your pipelines and their stages | The “Freelvy” pipeline and its two stages, once, at connection |
| Activities | Nothing | Each email sent and each reply as a done Email activity (a done Task if the Email type is turned off), and the task to reply within 24 hours |
| Notes | Nothing | The reply that opened the deal, on the person and on the deal |
| Webhooks | Changes to people, organizations and deals | Three webhooks, created at connection and removed when you disconnect |
| Users | The connected user’s email and company name | Nothing |
The Freelvy fields
| Field | On | What it holds |
|---|---|---|
| Freelvy - origin | People, organizations | “freelvy” when Freelvy created the record. |
| Freelvy - campaign | People | The Freelvy campaign the person was found in. |
| Freelvy - sequence id | People | A reference our support team can use. |
| Freelvy - location | People | Where the person or company is based. |
| Freelvy - signal | People | The fact about the company the first email was built on. |
| Freelvy - lead source | People | The kind of source the lead came from, for example a map listing or a job board. |
| Freelvy - reply category | People | How Freelvy classified the last reply, for example interested or meeting booked. |
| Freelvy - company size | People, organizations | Headcount range. |
| Freelvy - industry | People, organizations | The company’s industry. |
| Freelvy - domain | Organizations | The company’s website domain, so Freelvy can find it again. |
| Freelvy - champion | People | Write “yes” on a person who champions you. Freelvy only reads it. |
Rules Freelvy always follows
- It never overwrites your data. On a person you already have, it only fills empty fields and its own Freelvy fields.
- It finds people by email and organizations by domain or name before creating anything, so it does not create duplicates.
- One deal per conversation. When someone who was interested books a meeting, the same deal moves to the meeting stage.
- Personal email domains, like gmail.com, are never treated as a company.
- People Freelvy created are not skipped, so its own campaigns are not blocked.
- Your list of people to skip is read again every 6 hours, whenever Pipedrive reports a change, and just before each campaign launch.
- Updates to Pipedrive wait in a queue. If Pipedrive is slow or unavailable, they are retried later. The card shows any update that could not be sent.
- If Pipedrive stops accepting the connection, the card shows “Needs reconnecting” and nothing is sent until you click Reconnect.
- If the account moves to Starter, syncing pauses and nothing is removed. It resumes as soon as you switch to Pro.
Disconnect
- 1In Freelvy, open Settings › Integrations.
- 2Click Disconnect, then confirm.
What happens to your data
- Freelvy stops writing to Pipedrive, and updates still waiting are cancelled.
- Freelvy removes the webhooks it created in Pipedrive.
- Freelvy stops using Pipedrive to skip people, and deletes its copy of the list.
- Freelvy deletes its access keys to your Pipedrive account.
- Everything already in Pipedrive stays there: people, organizations, deals, activities, notes, the Freelvy fields and the Freelvy pipeline. You can reconnect at any time.
Uninstall
- 1In Pipedrive, open Tools and apps and go to the list of Marketplace apps installed in your company.
- 2Find Freelvy and uninstall it.
- 3In Freelvy, click Disconnect in Settings › Integrations, so Freelvy also deletes its copy of your list.
Once uninstalled, Freelvy can no longer read or write anything in Pipedrive. Data already in Pipedrive stays. To remove the Freelvy fields or the Freelvy pipeline, delete them in Pipedrive’s settings.
Help and support
Write to contact@freelvy.com or use the contact page. We answer in English and French.
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