How to use Honch to feed Pipedrive with the very best prospects every single day.
If you're a Pipedrive business, you can automatically programme Honch to feed prospects overnight so that you can automate outreach and keep your data fresh.
There are currently 5 integration options that you can install:
Head to your Account Settings by hovering over your initials in the top right and click on the integration tab:
Click Install and choose an integration option. For this example we will use new hires, so select sync new appointments directly to Pipedrive each night and install:
You'll now be asked to grant access to both Honch and Pipedrive:
Start with Honch and click Grant Access, then enter your username and password for the platform:
It will then tell you that your connection has been created. Click Got it:
Now click Grant Access under Pipedrive to link the two systems:
You'll see this screen where you place your Pipedrive API key, then click continue:
You'll then see confirmation that your connection has been created. Click continue:
You'll now see that both accounts are connected and you're ready to set up your sync:
Now that the two systems are connected, you can begin to set up a direct feed of contacts.
Unless you want to sync every contact to Pipedrive, the first thing you need to do is create a filter against the contacts. You can do this using the usual fields inside Honch.
You now need to map your Pipedrive fields to our fields. Expand the Pipedrive section and begin mapping your fields to Honch:
Once you're happy that you've mapped the required fields, click continue at the bottom and you'll see a new installed scenario:
To turn this on, shift the slider to the right and you're all set up.
You'll now start receiving new contacts daily to your Pipedrive system that match your criteria. They are usually transferred overnight between 12am and 3am, ready for you first thing in the morning.
The setup is the same for each scenario, but there are a couple of differences to be aware of:
Any questions or help required, just drop us a line at clients@honch.co
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