When you share your digital business cards, you can collect your peers’ contact information, which is conveniently listed in the Contact Manager menu. To take the next step in nurturing leads, you can now easily export these contacts to your CRM software.
With Uniqode Cards’ integration with Pipedrive, syncing your contacts is now effortless and seamless, helping you stay organized and focus on building connections.
Prerequisites
Uniqode Team plan with administrator privileges
Pipedrive account with administrator privileges
Integrate Pipedrive CRM with your Uniqode Cards account
Initiate Installation
Sign in to your Uniqode Cards account
Go to Integrations in the left menu
Click on the Pipedrive card in the Integrations page
Click on Connect
Grant Permission to Uniqode App
Once you click on Connect, you will be redirected to the Pipedrive app for permissions.
Select your organization's account and click on Choose Account
Go through the permission requirements and click on Connect app
Wait for Pipedrive to redirect to Uniqode Cards dashboard
Once the permission is granted, you will land on the Pipedrive integration page on the Uniqode dashboard with an overview of the sync status of your contacts.
Synced Contacts on Pipedrive
Leads collected from your organization's cards will appear in your Pipedrive app. For each lead, if the card owner is a Pipedrive user, their email will show under the CONTACT OWNER column. If not, the Contact Owner will be the Pipedrive account owner.
Contact Sync Status on Uniqode
Click on the leads under Synced or Failed status under Lead Sync Summary to view the table with all leads filtered by status.
Note: Leads collected are auto-synced every 15 minutes.
Retry Sync
For leads that failed to sync, you can select them individually or all at once and click on Sync Again to initiate the process again.
Note: Leads collected on your card before connecting your account with Pipedrive will not be synced.