Pipedrive and Mailigen Syncbot
I decided to try Mailigen and its deep integration with Pipedrive to send our company's end of year greetings. What I expected to be a fairly easy process ended up to be more challenging. I ended up spending quite a lot of time with their chat support agents who were very "supportive". They only work European hours, so I had to adapt my EST schedule to theirs. We segment all our lists in Pipedrive. It appears that due to technical constraints, there can only be one Mailigen list synched to Pipedrive at a time. The suggestion is to synch all Pipedrive records to Mailigen and then segment in Mailigen. This seems to me to be a duplication of effort and I presume a CRM like Pipedrive is better suited at segmentation. The suggestion is that it would be great to have multiple lists in Mailigen synched to Pipedrive at the same time. I have copied my chat support thread below for reference.
is it a technical decision to sync only with one list in mailigen or a business decision. I do most of my segmentation in Pipedrive but now it seems I will have to do it in mailigen.
It is a technical one, however when we update the syncing we want to be able to sync everything with no limitations
Good to know.
Let me know if I can assist you with anything in the meantime
I am thinking the work around would be to delete the bot and recreate it with the list to which we are sending a campaign. Once the campaign is over and the list is synched, we can move the bot to another list.
In this case it is. A different workaround would be to create a specific field in Pipedrive to differentiate the contacts. Then select the syncbot to sync all contacts and create different segments in Mailigen that would depend on that custom field.
And instead of using lists to send campaigns you would use segments
Yes, I agree. I have to think it out. Then we are segmenting on both sides and we also have to keep a master tag on Pipedrive for all contacts which need to be synched to mailigen because for us we have a lot of contacts on Pipdrive who will never be in a campaign. For those companies where they can synch their whole pipedrive to mailigen, that would be the most elegant solution.
I think ideally we should have multiple bots one to each list in mailigen. Hopefully this technical issue can be resolved. Keeping segments in mailigen or any other email marketing aoo is good for companies that do not have/use an app like pipedrive and they would use mailigen for segmentation. That's my opinion.