Start Onboarding will Redirect the user to the “CRM Application” - https://cadence.ringover.com
The Pipedrive onboarding process involves setting up the Pipedrive integration, syncing activities between Cadence and Pipedrive, setting up email integration, and mapping fields between the two tools.
1. CRM Setup: To begin, the user needs to click "Connect with Pipedrive" and the application will be automatically installed when the user confirms.
After Pipedrive is connected, user can see the connection status in setting Page > Pipedrive
2. Activity Syncing: Cadence has a "bi-directional" sync feature that allows data to flow between Pipedrive and Cadence. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated to the tool using webhooks, which must be set up in the Ringover Dashboard.
3. Email Setup: Setting up email integration is simple with the "Connect with Google" and "Connect with Outlook" options. These work seamlessly with the tool, though there are a few exceptions for Outlook (Exception 1 and Exception 2).
4. Field Mapping: To ensure that data is properly synced between Cadence and Pipedrive, it is important to map the fields between the two tools. Required fields for leads include first name, last name, and organization/account name.
In Pipedrive, the following field mappings apply:
a) Person:
- First Name = First Name,
- Last Name = Last Name,
- Linkedin = Custom Field,
- Job Position = Custom Field,
- Phone Number = Default (cannot change),
- Email = Default (cannot change)
b) Organization:
- Company Name = Name,
- Company Phone Number = Custom Field,
- Company Size = Custom Field,
- Company Linkedin URL = Custom Field,
- Zipcode = ZIP/Postal Code,
- Country = Country
5. Custom Form Builder: The custom form builder allows users to create custom forms with fields that are specific to their needs. However, some fields may be set by the CRM system and cannot be edited.
6. Admin Rules: There are email rules and task and cadence rules that can be set by the admin to customize the behavior of the tool. e.g Allowed days to send emails, SMS working days, etc
7. Team Setup: This involves setting up the team and configuring team-level settings.
8. Personal Setup: Each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.
Frequently asked question
- Q. How do I set up the Pipedrive integration in Cadence?
A : To set up the Pipedrive integration, click on "Connect with Pipedrive" in the Cadence app. The application will be automatically installed when you confirm the connection.
- Q. Can I sync activities between Cadence and Pipedrive?
A : Yes, Cadence has a bi-directional sync feature that allows data to flow between the two tools. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated through webhooks, which must be set up in the Ringover Dashboard.
- Q. How do I set up email integration with Cadence?
A : You can set up email integration with the "Connect with Google" or "Connect with Outlook" options. These work seamlessly with the tool, though there are a few exceptions for Outlook (Exception 1 and Exception 2).
- Q. Can I create custom forms with the custom form builder in Cadence?
A : Yes, the custom form builder allows you to create custom forms with fields specific to your needs. However, some fields may be set by the CRM system and cannot be edited.
- Q. Can the admin set rules in Cadence?
A : Yes, the admin can set email rules, task, and cadence rules to customize the behavior of the tool. For example, the admin can set the allowed days to send emails or the working days for SMS.
- Q. How do I set up the team in Cadence?
A : To set up the team in Cadence, you will need to configure team-level settings.
- Q. Can I set up my personal settings in Cadence?
A : Yes, each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.
- Q. Who is the default CRM Administrator?
A : By default, the super admin is selected as the CRM Administrator.
- Q. What can the CRM Administrator do?
A : The CRM Administrator account is used to perform generic functions such as field mappings and automated imports (upcoming feature). It may also be used for other actions that require elevated access.