Connect Pipedrive & Livestorm

Have you ever wanted to import your registrants and attendees directly in your Pipedrive contacts without any manual action? To have Livestorm forms captured data or attendance & engagement data points directly pushed to Pipedrive without going through the Livestorm dashboard or export? Then you've come to the right place! Discover how to integrate Pipedrive with Livestorm: no more CSV import, no more headaches finding data in your CRM, no more Zapier required!

Prerequisites And Permissions#

Livestorm#

This integration is available to any Plan. Be sure to be an admin of the workspace to setup the connection with Pipedrive seamlessly.

Pipedrive#

You need to have the API Keys permission on Pipedrive to configure the integration with Livestorm.

How the Pipedrive Integration Works#

Keeping Your Contacts Synced#

Whenever someone registers or attends to one Livestorm sessions, the integration will:

- Check if the registrant already exists as a contact in Pipedrive (using their email address).
- If the contact does not exist, a new contact is created in Pipedrive with their registration details and using the fields mapping defined (see the mapping section).
- If the contact already exists, their information is updated with any new details provided at registration and using the fields mapping defined (see the mapping section).

Move contact to the right Pipeline#

Whenever someone registers or attends to one Livestorm session, the integration will:

- For the registration: add the contact to the Pipeline with the right stage you have selected during your configuration (see configuration steps below).
- For the attendance: add the contact to the Pipeline with the right stage you have selected during your configuration (see configuration steps below).

Map Your Data Your Way#

You can choose how information from Livestorm is mapped to your Pipedrive contacts. By default, our integration matches the following fields:

You can also customize this mapping to include additional Livestorm attributes, such as custom registration questions or engagement data (e.g., number of questions asked during the event, messages sent, or the attendance rate). This mapping is set up once and will apply to all your events in the workspace.

If a contact field is already filled on your Pipedrive contact, the value will be overwritten by the mapping you have defined. Choose thus wisely which data you configure here.

Tracking Your Registrant Activities in Pipedrive#

Beyond contact details, the integration also records your registrants’ interactions with your Livestorm events directly in their Pipedrive contact Activity. This includes:

• Registration: When someone registers for a session, an event is added on the Pipedrive contact activity with the details of the session.

• Live Attendance: If the registrant attends the session, another event is added on the Pipedrive contact activity, including information such as session duration, engagement metrics, and attendance rate.

• Replay Views: If the registrant watches the replay of your session, an event is recorded on the Pipedrive contact activity timeline.

• On-demand event Views: If the registrant watches an on-demand event, this activity is also recorded on the Pipedrive contact activity timeline.

These events help you segment your contacts and trigger targeted marketing actions in Pipedrive based on real engagement with your events.

Setting Up the Integration#

Follow these simple steps to connect Pipedrive & Livestorm:

Step 1: Connect Your Pipedrive Account#

• Go to this Marketplace and Sign-in (top right) using your Livestorm user.

• Find the Pipedrive integration card and click Enable.

• Go to your Pipedrive and get your API token. Then enter the Pipedrive API token when prompted.

• After a successful authentication, you will be redirected to the setup screens, where you can choose the Pipeline to increment and define a mapping between Livestorm attributes and Pipedrive fields.

Step 2: Set Up the Pipeline for Deals#

• You can define which Pipeline to populate and which Stage will be used to create a Deal when the Contact registers for a session.

• Same if you want to create a Deal when the Contact attends to a session.

• If you do not want to create new Deal, just skip this step and clock on Next.

Step 3: Set Up your Contact Field Mapping#

• All the Livestorm registration fields of your workspace will be fetched dynamically. Please ensure to have your registration fields configured on your Livestorm event(s) first.

• Map your Pipedrive Contact fields to the corresponding Livestorm attributes. Be sure to have the email address correctly mapped: this is the most important step to ensure the creation of the contact on Pipedrive. You can map to a Pipedrive contact field any standard Livestorm attribute (like name and company) as well as custom attribute or engagement data (like the attendance rate or duration).

• Click Next and then Save to finish the setup: the Pipedrive is now listed under your active integrations 🎉.

Step 3: Enjoy the Sync of Your Events#

Once the integration is set up:

• Every new registrant to a Livestorm's session will automatically be added or updated in your Pipedrive. This will happen for all your events' sessions.

• Engagement of people with your events (registration, attendance, replay views, etc.) will be reflected into Pipedrive Contacts in their history (Activity), helping you keep your marketing database fresh and actionable. To search/filter on those activities, you should reach your contact record:

1 Go to the Activity tab.

2 In the History section, click on the Activities filters.

3 You will find the Livestorm events.

Frequently Asked Questions#

• Will the integration create duplicate contacts in Pipedrive?
  No, the integration checks for existing contacts using the email address and updates them if needed. Only new contacts are created when the email address is not found on Pipedrive.

• Can I choose which Livestorm data to sync to Pipedrive?
  Yes absolutely, you can customize the field mapping to include only the data you want to sync, including standard registration fields, custom questions, and engagement metrics. Any standard or custom fields can be used on Pipedrive, same for Livestorm attributes.

• Can I add the contacts to a pipeline?
  Yes, in the fields mapping you have an option to choose which pipeline you want the Livestorm registrants or attendees (with an associated Deal) to be added.

• Can I trigger marketing campaigns in Pipedrive based on Livestorm activity?
  Yes, since the Livestorm's registrant activity is recorded as events (inside Contact history) in Pipedrive, you can use these as triggers for your marketing workflows and personalized lead nurturing.

• Can I enable/disable the Pipedrive integration for specific events?
  No, this is currently not possible. Once you have enabled the integration, all the registrants/attendees of your events' sessions are synchronized to your Pipedrive account. This is an ON/OFF integration for your whole Livestorm workspace. You can nevertheless disable globally the integration for a certain period of time by using the toggle switch.

• My deal is not created, why?
  When accounts register to your webinars, you may end with several people from the same organization registering to your webinar. In this case, you don't want to end up with multiple deals for each new registrations. So we thought of a system to avoid duplicates. To understand why this is happening we need to explain the logic behind the creation of the deal: 

  When we detect a new registration or a new attendee, we look for a registration field "company" (if not found, we detect the company based on the email domain). 

  • Then we search for the company on Pipedrive.

  • If the company is not found, we create the company.

  • Then we look for a deal attached to the contact. If it exists, we don't do anything.

  • If not, we create the deal. 

  • If the company is found we look for a deal attached:

  • If there's a deal attached in the specified pipeline we don't create the deal.

  • If there's no deal attached then we create the deal.

  • To debug the deal creation, make sure on Pipedrive that:

    • The organization does not exist or delete it

    • The contact does not exist or delete

    • The deal does not exist (lost, open, etc).

    • Or set a new pipeline

• What should I do if I encounter an issue?
  If you encounter an issue, feel free to contact our support team.