How the integration works
The integration process involves a few simple steps to connect your Pipedrive account with Elastic Email and begin syncing contacts:
Connect Elastic Email account: Authenticate your Elastic Email account using oAuth to establish a secure connection with Pipedrive.
Choose a filter: Select a Pipedrive filter to define which contacts will be sent to Elastic Email.
Map your fields: Match Pipedrive fields with the corresponding contact fields in Elastic Email.
Select a mailing list: Choose the target Elastic Email mailing list where new contacts will be added.
Activate the integration: Turn on the integration to initiate background synchronization.
Automatic syncing: Contacts that meet the conditions of your selected Pipedrive filter will be automatically added to your chosen Elastic Email list.
Configuration details
1. Connect Elastic Email account
The first step is to authenticate your Elastic Email account via oAuth. When you click "Authenticate," a new browser window will open, presenting the login and authorization screen for Elastic Email. Upon successful connection, you can proceed to set up the integration.
2. Set Up Integration: Select contacts
After connecting your account, you will access the main integration screen, which is divided into two sections. The first section, "Select contacts," allows you to define which Pipedrive contacts will be synced.
This step includes two key selections:
Filter Selection: A single-select input where you can choose attributes that contacts must have to be synced to Elastic Email.
This enables precise filtering of contacts from Pipedrive. Available filtration options include:
All contacts.
People contacted within the last month.
People not contacted within the last month.
People with open deals in the pipeline.
People with open deals who should be checked in with.
People assigned to deactivated users.
People added at least 12 months ago without any deals.
People without updates for the last 12 months.
People with no email communication in the last 12 months.
Elastic Email List Selection: A single-select input where you choose the target mailing list in Elastic Email. The dropdown will fetch and display all available mailing lists from your Elastic Email account.
3. Set Up Integration: Map fields
In the second section of the integration screen, "Map fields," you will define how fields from Pipedrive correspond to fields in your Elastic Email account. Elastic Email accounts typically have predefined fields such as email, first name, and last name, and can also include an unlimited number of custom fields.
The goal is to map these fields accurately. The Elastic Email dropdown will display all contact fields available in your account, including both default and user-created custom fields.
4. Save and manage
After configuring your field mapping and list selection, click the "Save" button. This action confirms and stores your synchronization settings. It also initiates the process of adding contacts to the specified Elastic Email list.
Upon successful saving, you will be directed to a management screen where you can view all active connectors. From this screen, you can activate, delete, or edit each integration connector as needed.
Key features
The Elastic Email integration for Pipedrive offers the following core functionalities:
Automatic data synchronization: Once configured, contact data is automatically synchronized from Pipedrive to Elastic Email.
Field mapping interface: Users can easily map Pipedrive fields (e.g., email, first name, last name) to corresponding contact fields in Elastic Email.
Background synchronization: After initial setup, the integration runs in the background, ensuring contacts matching defined Pipedrive filters are automatically added to Elastic Email.
One-way data transmission: Data flows exclusively from Pipedrive to Elastic Email.
Important notes
Each contact added to Elastic Email via this integration will have the status Active and Unknown tracking consent.
The integration should be available within the Pipedrive application as an option in the Marketplace, with its interface embedded directly within Pipedrive.
You can also find this integration and review its setup requirements directly in the Pipedrive Marketplace.