To utilise the ActivePipe nurture campaigns, you will need to create the following labels in PipeDrive and assign them to contacts for them to sync across to your ActivePipe account. Ensure that the label is added to the contact, not the deal for the sync to be successful.
Remember to activate the nurture campaigns * before labelling your contacts.
The campaign will not be triggered for any contacts labelled beforehand.
* It is important to assign each label to one test contact before activating the nurture campaigns.
The labels will need to be named exactly as follows:
- ActivePipe - Generic
- ActivePipe - Investor
- ActivePipe - Refinancing
- ActivePipe - Purchasing
- ActivePipe - Post Settlement
- ActivePipe - Asset Finance
This guide from PipeDrive steps you through creating and adding labels to a contact.
Note: Only one label can be added per contact in PipeDrive