You’ll need your Pipedrive account, so open that too.
Now let’s authorise Sopro to connect with your HubSpot account and activate
Step 1: Connecting the accounts
To start the configuration setup, click on the CRM Integrate tab on the sidebar of your
Sopro portal, and then click Activate under the Pipedrive CRM.
In your Pipedrive account, navigate to your account settings and click on Tools and
Under Settings, on the Personal preferences tab, you will find a personal API token.
You’ll need this to connect the Sopro Portal with you Pipedrive account, so copy it from
Return to the Sopro portal and complete your Email and paste the API token. This will
successfully authorise the connection between the Sopro portal and your Pipedrive
Step 2: General import settings
This step defines which prospects should be imported from your Sopro campaign to
You have two options:
• Import all prospects
Select this option to import all prospects we will contact on your behalf within
your Sopro campaign.
I.e. If your Sopro campaign engages 10,000 prospects, you will see all 10,000
prospects in HubSpot.
• Import responders only
Selecting the second option will import only the prospects that responded to an
email in your Sopro campaign.
I.e. If your Sopro campaign has resulted with 200 responses, you will see all
200 prospects in HubSpot
Step 3: Importing and mapping responses with Lead Statuses
In the next section you can select which types of responses to import into Pipedrive. You
will also map the lead status for each type of response to your Sopro campaign . This
step has different options based on your selection in step 2.
If you selected “Import all prospects” in step 2,
every prospect from your Sopro campaign
will be imported to Pipedrive. The integration can then update the lead status of each,
contacts respond to your Sopro campaign.
First, select the initial status for the contacted prospects, and then assign how the
lead status should be updated for each type of response. As contacts respond to your
Sopro campaign, your data will automatically update in Pipedrive.
If “Import responders only” option was selected in
the previous step, you have the option to select which type of responses to be imported
as Contacts, and to map each of the response types with a certain lead status.
(I.e Positive Response > Hot Lead - This will import all positive responses as
Contacts and will assign them with an “Hot Lead” lead status)
Step 4: Create deals for imported contacts from Sopro to Pipedrive
This is an optional step. If selected, it allows you to create opportunities and assign
them to specific opportunity stages based on the type of response in your Sopro
campaign. (Only available if Contacts are imported).
Step 5: Map Sopro properties with Pipedrive CRM fields
The next step is to map the Company, Contact and Deal properties from your Sopro campaign
to the corresponding fields in Pipedrive.
The source fields can be connected with two
types of HubSpot fields: Text fields or
If a text field is selected the default value transferred will be “Sopro”. If a dropdown
field is selected, Sopro needs to be added as an option in your Pipedrive source list.
“On duplicate records, update or skip?” – This
option enables updating existing company
or contact information in your Pipedrive with details from the Sopro campaign
Step 6: Review settings and confirm.
Once you have completed the settings and field mapping stages, you can review the setup
and click Confirm to activate
the Pipedrive integration.
Step 7: Bask in glory
You blocked out an hour for this and we’re guessing it took between 3 and 5 minutes to
Worst case, you have at least 45 minutes back to revel in your triumph over technology.
We recommend either a deck chair or a sun lounger for this stage, usually in good
company and with an assortment of appropriate beverages.
Would you like to arrange a demo to see the full value?