CRM integration · Pipedrive

Pipedrive receives your hot LinkedIn prospects

MimikFlow prospects on LinkedIn. Pipedrive receives the person, their organization and a deal as soon as a prospect replies or books a meeting, and MimikFlow never contacts the deals you already opened.

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Recent activity

MimikFlow · Pipedrive

  1. SendPaul Martin sent to Pipedrive (meeting booked), with a note
  2. ListenDeal won in Pipedrive: Julie Durand is no longer followed up
  3. ExcludeExclusions refreshed: a new Pipedrive customer will not be contacted
Exclude
Send
Listen
Import
Example log, as it shows in Settings > CRM

Your CRM stays the source of truth, MimikFlow drops the hot prospects into it and respects your exclusions.

Four switches, no form

Once your CRM is connected, the screen fits in four rows. Each one works without any setup. The details (lists, stages, fields) stay folded in the advanced settings, for the day you need them.

01 · Exclude

Never message your customers and open deals

MimikFlow reads your CRM and takes out of prospecting the people who are already customers or linked to an open deal. You choose whether to exclude the person only or their whole company.

  • A preview before you switch it on: how many contacts and companies will be excluded, and which current prospects will stop receiving messages
  • The list refreshes every 3 hours
  • If your CRM stops answering, the last known list stays in force

In Pipedrive

People linked to an open or won deal. You can add your saved filters, stages, owners or labels, and exclude the whole organization.

By default · Customers and open or won deals, ticked in advance

02 · Send

Find your hot prospects in your CRM, without retyping them

When a prospect replies, books a meeting or reaches your goal, MimikFlow creates or completes the contact and their company, creates or moves a deal forward, and adds a factual note: the latest messages, the reason behind their rating and the link to their MimikFlow record.

  • A prospect already in your CRM is matched, never duplicated
  • Only empty fields are filled, unless you pick "always update" field by field
  • When you switch it on, MimikFlow offers to also send the prospects already in conversation

In Pipedrive

A person, their organization, a deal in the chosen pipeline and stage, and a note attached to the person and the deal.

By default · Reply, meeting and goal reached; acceptance as an option

03 · Listen

Stop the messages when the deal plays out in your CRM

A won deal in your CRM marks the prospect "goal reached" and stops every automatic message. A lost deal takes them out of the journey. You can also pick an action stage by stage.

  • Per stage: do nothing, stop messages, mark the goal reached or hand the conversation to you
  • A reopened deal does not restart anything automatically
  • Your CRM owns the stage and the outcome, MimikFlow never changes them on its own

In Pipedrive

The won or lost status of your deals, and each stage of your pipelines if you want a specific action.

By default · Won: goal reached. Lost: out of the journey

04 · Import

Turn your CRM lists into LinkedIn prospects

You pick lists in your CRM and a campaign: their contacts become prospects, invited and contacted at your LinkedIn account's normal pace. The ones you add to these lists later come in on their own.

  • A preview before you start: how many come in, how many you already have, how many are left out
  • Your customers and your never-contact list are never imported
  • A contact without a LinkedIn link is found with their name and company, otherwise they are not contacted

In Pipedrive

Your saved person filters, your labels and your deal stages.

By default · Off: you pick the lists and the campaign

Only the moments that matter go across

This is not a full copy of one tool inside the other. Each keeps what it does best: your CRM owns the deal's stage and outcome, MimikFlow owns the LinkedIn journey and the conversation.

What goes into your CRM

  • The prospect who replies, books a meeting or reaches your goal
  • Their company, title, email and phone when known
  • A deal in the pipeline and stage you chose
  • A factual note with the latest messages and the link to their record

What never goes there

  • Sent invitations: they would drown your CRM
  • A value typed by a human, unless you ask for it to be updated
  • A duplicate of a contact already there
  • A prospect who is part of your exclusions

Connect Pipedrive in one click

You authorize MimikFlow from your Pipedrive account. No technical setup, no field to create.

  1. 01

    Open Settings > CRM

    In MimikFlow, pick Pipedrive. On Agency, also pick the LinkedIn account it is for, or the whole workspace.

  2. 02

    Authorize MimikFlow

    You sign in to Pipedrive and approve access. If one-click authorization is not possible on your side, paste a Pipedrive API token instead.

  3. 03

    Switch on what you want

    You land back in the CRM tab and turn on Exclude, Send, Listen or Import. Each switch works without any setup.

Safe by default

From the Pro plan, and one CRM per client on Agency

The CRM connection is included from the Pro plan, free trial included. On Agency, each LinkedIn account, so each client, can have its own CRM, and your agency's CRM applies to every account. A client's exclusions never filter another client's prospects.

An outage never empties your exclusions

If your CRM stops answering, the last known list keeps protecting your customers until the connection comes back.

A readable log

"Recent activity" tells each action in plain sentences: who went into your CRM, which won deal stopped the reminders, which error to fix.

A disconnection without surprises

By default, a frozen copy of your exclusions is kept, so your customers do not suddenly receive messages. Nothing is erased in your CRM.

Your AI assistant reads, it does not write

Connected through MCP, your assistant can read the connection status and recent activity to explain what happened. It never writes to your CRM.

Your CRM is not listed?

For Salesforce, Zoho, Notion, Airtable, Sellsy, Axonaut and the others, there is a simple path without a native connector.

Salesforce · Zoho · Notion · Airtable · Sellsy · Axonaut

  1. Import your exclusions as a CSV

    Export your customers from your CRM and import the file in the "Never contact" card. You pick the columns, and a new import replaces the previous one. Available on every plan.

  2. Receive automatic alerts

    The Agency plan's webhooks send an event at every key moment, including status changes and dropped prospects, with the phone number when known, tags, the link to the record and, as an option, the latest messages.

  3. Start from a ready-made recipe

    n8n and Make templates to import from the Webhooks tab: a Salesforce lead on reply, a Notion row when a meeting is booked, a Google Sheets log of hot prospects.

Frequently asked questions

Which Pipedrive objects does MimikFlow use?

People, organizations, deals and notes. MimikFlow reads your filters, pipelines, stages, owners and labels for exclusions and listening.

Which pipeline do the deals land in?

The one you choose, at the stage you choose for each moment (reply, meeting, goal reached). A deal already open for that person is picked up and moved forward, not created again.

What happens when a deal is marked won or lost in Pipedrive?

Won: the prospect moves to "goal reached" and receives no more automatic messages. Lost: they leave the journey. A reopened deal does not restart anything automatically.

Does MimikFlow change the fields my team filled in?

No. Only empty fields are filled, unless you pick "always update" for a specific field. MimikFlow never changes a deal's stage or outcome on its own.

Can my Pipedrive customers still get a LinkedIn message?

Not with Exclude switched on: people linked to an open or won deal are taken out of prospecting, and the list refreshes every 3 hours. The preview shows which current prospects are affected before you switch it on.

Plug in your CRM and let MimikFlow prospect

MimikFlow finds your prospects on LinkedIn, writes to them, follows up and books the meetings. Your CRM receives the ones that matter and keeps the final word.

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