Pipedrive CRM + Make – SEEN Documentation

Prerequisites:

MAKE plan with enough monthly Ops to support the volume of contacts.

This guide will help you set up a trigger-based integration between Pipedrive and SEEN using Make’s native Pipedrive and SEEN integrations (App), and receive landing page URL and an email thumbnail URL back to Person’s custom fields.

This example uses the “New Person Event” module in Make, which triggers when a new contact is created, and the “Update a Person” module to send data back from SEEN to Pipedrive.

This example uses the profiles first name and last name as the personalisations, and their Person ID address as their unique identifier.

Send Data to SEEN

Create a new Make Scenario, and add the “Pipedrive” ⇒ “New Person Event” module.

Connect your Pipedrive account to Make following the steps provided by Make (this example used the Pipedrive API Token).

Choose your Event Action. This example uses “added”.

Add a SEEN - Create a Video module, and fill it out with the following:

Create a Connection:

Add the Token you have received from SEEN.

Add the Campaign Slug you have received from SEEN.

Fill out the fields in the module

Remember to use the “current” values, instead of the “previous” values.

Remember to add Extra Arguments depending on the personalisations in your film.

You can now create some test contacts and run the scenario once.

If everything worked as intended, you can now activate the scenario.

Receive data back from SEEN

Add new custom data fields (Field type ⇒ Text) to the Person level for the landing page URL and the email thumbnail URL.

Create a new Make scenario to send data back from SEEN to Pipedrive.

Add a “SEEN - Watch for created video” module to the scenario.

Add a Webhook

Share your webhook URL with SEEN

Add a new Pipedrive module, and choose the “Update a Person” option.

You will be able to reuse the Pipedrive connection you created in the first step, so no need to re-authenticate.

Person ID ⇒ Customer ID (from the “Watch for created video” module)

SEEN Landing Page URL ⇒ Landing Page URL (from the “Watch for created video” module)

SEEN Email Thumbnail URL ⇒ Email Thumbnail URL (from the “Watch for created video” module)

You can now activate both flows to test the connection. You should now see the URL’s in your test Person’s fields.