Configure funnel and stage where the lead will go in Pipedrive and NectarCRM

With the integration of Reev with CRM’s Pipedrive and NectarCRM, the exchange of information between these tools became much easier.

And in addition to looking to make integrations with more and more tools, we are also always looking to improve existing integrations.

So we tried to analyze with our users what other features they would like this integration to have, and the most requested feature was the possibility to choose the funnel and stage to which the lead will go, both in Pipedrive and NectarCRM.

If you would also like to give your feedback, please email patricia@reev.co . It will be great for us to understand what is important to you that these integrations have. 🙂

This makes the CRM organization much easier, in cases where the company uses multiple funnels or when the stage that the lead will go to in CRM will not necessarily be the first one.
So the possibility of configuring the funnel and stage where the lead will go in Pipedrive or NectarCRM is now a reality!

If you want to know how to make this configuration, keep reading this article that I’ll show you 😉

How to configure when CRM is NectarCRM

In NectarCRM, access the Settings screen > Sales Funnel:

You will see the funnel ID information:

Copy this information.

Now access the Opportunities screen:

The funnel stage number corresponds to the order in which it is found on this screen. For example, the Presentation stage is number 1, the Follow-up stage is number 2, and the Proposal stage is number 3.

Save the stage number where you want the lead to be inserted.
In my example, I want my leads to be entered into Presentation, which corresponds to the number 1.

Now go to Reev in Settings > Integrations.

Click on NectarCRM. You will need to paste the funnel ID and stage number information into the corresponding fields.

Click Save.

Ready! Now when the lead is taken from Reev to NectarCRM it will be saved in the specified funnel and stage.

How to configure when CRM is Pipedrive

In Pipedrive, click on your username and go to Settings > Funnels:

On this screen you will see your funnel steps:

You will need to copy the funnel stage ID information to enter it into Reev.

To do this, place the mouse pointer over the name of the funnel stage you want to know its ID:

At the bottom of the browser screen, the internship URL will appear, as shown in the image below:

You need to save the number between edit and json, which in this case is 2.

Another option to view this number is to click on Copy Address from the link above the internship name, as shown below:

Then paste the address into your browser or a text editor:

In this case, the number to be copied is 2.

With that number saved, go to Reev > Settings > Integrations.

On this screen, access Pipedrive and enter the copied number in the corresponding field, as shown below:

Click Save.

From the ID entered in the field, Pipedrive already detects which is the corresponding funnel.

Thus, Reev will now save the leads in the Pipedrive funnel and stage specified in this configuration

Conclusion

If you don’t set this up so that the lead is saved in a specific funnel and stage, it will be saved in the first funnel stage configured as default in your CRM.

However, at any time you can make this configuration.

And so, with this new possibility, your lead will go to the funnel and stage you want and it’s easier to keep your CRM up to date 🙂

 

With the integration of Reev with CRM’s Pipedrive and NectarCRM, the exchange of information between these tools became much easier.…