Integrating your CRM

We will guide you through the steps to connecting your CRM to Billy Grace. Currently, we support the following CRMs:

Contact our team if you have a different CRM. Continue reading for the step-by-step guide to connect Hubspot or Pipedrive.

There are a few benefits to having a CRM integration in Billy Grace:

You can optimize your marketing on deal values and not just CPA
You can optimize your marketing on deals that are closed and not just submissions
You will have new and returning customer metrics
- These metrics are determined by whether a deal has an organisation_id that has seen a deal before or not

To integrate with your CRM, you might need help from your development team.

The next steps should be followed:

For every deal submission, you need to send us a custom event with a transaction_id. The only supported event name to use with a CRM integration currently is: form_send
For example:

<script>
BillyPix('event', 'form_send',
{
transaction_id: {{InsertUniqueID}}
}
);
</script>

For the deals in your CRM, a custom field will have to be added called “billy_grace_transaction_id”. This field needs to contain the same ID as the one you send with our pixel. Generally, you will need to have a developer set this up for you, as the field needs to be added to your DataLayer also (as you also need to send it with the pixel event).
You need to connect your CRM account in Billy Grace. At the bottom of this article, the steps for the different types of CRMs we support are shown.
Congrats you’ve set up your CRM integration with Billy Grace! After the initial data has been processed (this will take at least one day) you should see two new custom events in Billy Grace:
- crm_deal_received. This contains all received deals, except the ones that have the status ‘deleted’
- crm_deal_closed. This contains all deals that have the status ‘won’.

Connect your Hubspot account within Billy Grace

Navigate to the page settings -> integrations -> click on the button "Authorize E-commerce or CRM platform
Click on CRM platform -> Hubspot -> you should see a similar pop-up
Follow the steps in the integration process and you should be finished! Let us know if you encounter any issues.

Navigate to the page settings → integrations → click on the button “Authorize E-Commerce or CRM Platform”
Click on CRM platform → Pipedrive → fill in your account name
Finish the authorization and you should be set!