Pipedrive Integration With Route4Me Via Zapier

Pipedrive is a cloud-based sales-oriented customer relationship management platform (CRM) used by various businesses in many different countries. Pipedrive provides user-friendly tools designed for minimizing the time of data input and focusing more on the sales process. With Route4Me, you can establish a connection between your Pipedrive and Route4Me accounts via Zapier for contact synchronization. Zapier is a powerful integration platform that works as a translator between different APIs, allowing you to bridge the gap between various web applications and automate tasks across them. Once you established a connection and automated contact synchronization between your Route4Me and Pipedrive accounts, whenever you create a new Pipedrive contact, this contact will be automatically copied into your Route4Me Synced Address Book with the same contact details and even custom data.

Integrate Pipedrive With Route4Me Using Zapier

You can seamlessly synchronize and use your Pipedrive contacts for planning optimized routes, inserting your Pipedrive contacts into the best already planned routes, etc., without having to manually copy the details of each contact and jumping from one software to another. 

To integrate your Pipedrive account with your Route4Me account using Zapier, first, log into your Zapier account accordingly. Next, you need to create a Zap that will establish a connection between your Pipedrive and Route4Me accounts. To do so, you can start by selecting Pipedrive and Route4Me in the “What apps do you want to connect today?” section in the Dashboard. Alternatively, click on the “Make a Zap!” button from any screen.

Setting Up the Pipedrive Trigger Event

To integrate your Pipedrive account with your Route4Me account so that every time a new contact is created on your Pipedrive account, a new contact with the same details is automatically created in your Route4Me Synced Address Book, you need to set up the corresponding Pipedrive Trigger Event and Route4Me Action Event. To set up the Pipedrive trigger event, first, search for and select Pipedrive at the “When this happens …” integration stage at the “Choose App & Event” integration sub-stage. You can also name your Zap in the top left corner of the screen before proceeding.

Next, select “New Person” from the “Choose Trigger Event” drop-down list and then click “Continue” to proceed.

After selecting the preferred trigger event, sign into your Pipedrive account by clicking on the “Sign in to Pipedrive” button. Next, insert your Pipedrive API key (API Token) into the corresponding field and then click on the “Yes, Continue” button to proceed.

To find your Pipedrive API key (API Token): Log into your Pipedrive account → Click on the profile icon in the top right corner of the screen → Select “Settings” → Go to the “API” tab → Click on the “Copy” button next to your Pipedrive API key.

After logging in, click “Continue” and then click “Test & Continue” to proceed.

Setting Up the Route4Me Synced Address Book Action Event

After setting up the preferred Pipedrive trigger event (“New Person”), you need to set up the corresponding action event for your Route4Me Synced Address Book so that every time a new contact is created on your Pipedrive account, a new contact with the same details is automatically created in your Route4Me Synced Address Book. To do so, first, search for and select Route4Me at the “Do this …” integration stage at the “Choose App & Event” integration sub-stage.

Next, select “Create an Address” from the “Choose Action Event” drop-down list and then click “Continue” to proceed.

After selecting the preferred Route4Me action event, sign into your Route4Me account (Primary Route4Me Account) by clicking on the “Sign in to Route4Me” button. Next, input your Route4Me API key into the corresponding field and then click on the “Yes, Continue” button to proceed.

To find and copy your Route4Me API key, first, log into the Route4Me account that you want to integrate with your Pipedrive account. Next, go to “My Account” from the navigation menu and then select “API” from the list (learn more). After that, you can copy your Route4Me API key accordingly.

Specifying Contact Synchronization Data

After establishing a connection between your Pipedrive and Route4Me accounts, you need to specify what data will be synchronized from the new Pipedrive contacts you create (trigger event) into the corresponding automatically created Route4Me Synced Address Book contacts (action event). NOTE: For your convenience, make sure that you have previously created at least one contact on your Pipedrive account so that Zapier can use the data from this contact as an example of what data will be pulled from each new Pipedrive contact you create and copied into the corresponding automatically created Route4Me Synced Address Book contacts.

For example, when selecting what “Address” data will be copied from a new Pipedrive contact (trigger event) into the corresponding Route4Me Synced Address Book contact (action event), the right placeholder value to select for this field will be the value that shows the address of your last created Pipedrive contact (in this example, “Org ID Address”).

Each field at the “Customize Address” integration sub-stage should contain the data (placeholder(s)) that will be copied from the corresponding fields in your newly created Pipedrive contacts and inserted into the corresponding fields in your automatically created Route4Me Synced Address Book contacts. To automate the synchronization process and make sure that the right data is dynamically pulled from each new Pipedrive contact and copied into the right fields of the corresponding Route4Me Synced Address Book contacts, use placeholders. For your convenience, you can use the data from the last created Pipedrive contact as an example of what data will be dynamically pulled from each new Pipedrive contact you create and copied into the corresponding Route4Me Synced Address Book contacts.

In the “Address Group” field, you can specify a custom group ID that will be assigned to all contacts that are created on your Xero account and synchronized into your Route4Me Synced Address Book. Thus, when you have hundreds of thousands of contacts in your Route4Me Synced Address Book, you can effortlessly sort all contacts synced from your Pipedrive account by their custom group ID. To learn more about group-coding addresses and using Route4Me’s Advanced Search Groups, visit this page.

The data fields from your Pipedrive contacts that don’t fit into Route4Me’s reserved attributes/fields (i.e., Org Name, etc.) can be copied from your Pipedrive contacts (trigger event) and inserted into your Route4Me Synced Address Book contacts (action event) as Custom Data. In the “Address Custom Data” section, add one or multiple custom data fields, name these fields and then insert the placeholders that you want to be dynamically copied from your new Pipedrive contacts (trigger event) into your Route4Me Synced Address Book contacts (action event) as custom data. After setting up custom data → Click “Continue” → Review all added data fields → Click on the “Test & Continue” button to finish creating the Zap.

Once the Zap is created and enabled, Zapier will automatically test the new Zap and create a new Route4Me Synced Address Book contact to test the established connection and data synchronization. The created Route4Me Synced Address Book contact must contain the same details as in the examples of the placeholders that were inserted into the corresponding fields of the Zap at the “Customize Address” integration stage.

After creating the Zap, you can enable and disable it at any time, as well as edit its functionality and fields to your preference:

1. To learn more about managing your Zaps, visit this Zapier Support Page.
2. To learn more about troubleshooting your Zaps, visit this Zapier Support Page.

Using the Created Zap (Pipedrive Trigger Event + Route4Me Action Event)

After creating and enabling the Zap, you can start using it for synchronizing your new Pipedrive contacts with your Route4Me Synced Address Book. To create a new contact on your Pipedrive account, first, go to “Contacts” and select “Contacts” from the navigation menu at the top and then click on the “+Person” button in the top left corner. After that, fill out the contact’s details and then click on the “Save” button to save this contact accordingly (learn more).

Once you create a new contact on your Pipedrive account, Zapier will automatically copy data from this Pipedrive contact and create the corresponding contact in your Route4Me Synced Address Book based on your Zap’s settings and specified fields with placeholders and custom text.

NOTE: When the details of a new Pipedrive contact are copied to the corresponding contact in your Route4Me Synced Address Book, the contact in your Route4Me Synced Address Book inherits the address of the organization to which the corresponding new Pipedrive contact belongs to. If you want this contact to have a different address, you can update it in your Route4Me Synced Address Book accordingly (learn how).

In the “Group” field of the contact synchronized into your Route4Me Synced Address Book from your Pipedrive account, you can view the predefined group ID assigned to this contact by Zapier. Thus, when you have hundreds of thousands of contacts in your Route4Me Synced Address Book, you can effortlessly sort all contacts synced from your Pipedrive account by their custom group ID and hundreds of other parameters using Route4Me’s Advanced Search Groups (learn more).