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Aimfox x Pipedrive Integration

Sync your Pipedrive and Aimfox accounts to

Bozidar Nikolic avatar
Written by Bozidar Nikolic
Updated over 2 weeks ago

Using Aimfox and Pipedrive together is a great way to keep your leads in sync and effortlessly manage your outreach by connecting both platforms in real time.

For more details on how Aimfox integrates with Pipedrive, please see our privacy policy - https://aimfox.com/privacy.

Getting Started

Connect your Aimfox workspace to Pipedrive

Connecting your Aimfox workspace to Pipedrive enables real-time lead syncing. Note that this does not automatically start syncing leads to Pipedrive - please follow the setup instructions to enable automatic syncing.

  1. Navigate to the Integrations tab in the settings of the workspace you wish to connect.

  2. Find the Pipedrive integration and click on it:

  3. Select the Pipedrive company and user you wish to add the app to:

  4. Click "Allow and Install", and if everything goes smoothly, you’ll be redirected to the Aimfox dashboard

How to sync leads in real-time

  1. Go to the Integrations tab in the settings of the workspace you want to enable syncing for.

  2. Click the cog icon in the top-right corner of the Pipedrive integration card.

  3. A modal with integration settings will appear.

  4. Use the toggle to enable or disable automatic syncing.

  5. In the dropdown below the toggle, choose whether you want to sync only leads acquired through Aimfox or all leads.

  6. Click Save to apply your settings.

How to export leads in bulk

  1. Go to the Leads tab in your Aimfox dashboard.

  2. Apply the desired filters and select the leads you want to export.

  3. If a Pipedrive connection exists, the integration will appear in the “Export Leads” dropdown located beneath the Workspace selector.
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  4. Choose “Export to Pipedrive” from the dropdown.

  5. The export may take some time depending on the number of leads—please avoid closing or refreshing the page during the process.

How to remove the integration

  1. 1. Go to the Integrations tab in the settings of the workspace where you want to remove the integration.

  2. 2. Click the cog icon in the top-right corner of the Pipedrive integration card.

  3. 3. A modal with integration settings will appear.

  4. 4. Click the "Delete Pipedrive" button.

  5. 5. A confirmation modal will appear.
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  6. 6. Confirm the deletion - and you're all set!

Note: If an error appears, please try again later or contact us anytime at https://aimfox.com/contact.

Need Help?

  • Visit our API Docs for technical reference: https://docs.aimfox.com/

  • Reach out to us on the Live Chat for 1:1 help setting up your workflow

  • We'll be adding tutorials and templates soon - let us know what you'd like to see!

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