written by
Matt Pliszka
Customer Acquisition at SoftwareSupport
Back office is a main place/instance to handle partners’ status and activity. This information will then be used in other systems for business/marketing purposes using the below structure:
Events:
-> Backoffice: New user registered -> Google Tag Manager
Pipedrive:
1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search
2. If found, update a person’s custom field “Type” = “Ambassador” https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id
3. If not found, create a person with:
- Name
- Last name
- Email address
https://developers.pipedrive.com/docs/api/v1/#!/Persons/post_persons
Update a person’s custom field “Type” = “Ambassador” https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id
-> Backoffice: New lead registered
Pipedrive:
1. Search person [submitted lead’s email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search
2. If not available in step 1, create person: https://developers.pipedrive.com/docs/api/v1/#!/Persons/post_persons
3. Search person [partner’s email] [no create step as assuming all users registering to back office are synced]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search
4. Create deal assigned to the person from step 1 (if found) or 2 (if not found): https://developers.pipedrive.com/docs/api/v1/#!/Deals/post_deals
5. Update deal fields:
-> Backoffice trigger: User logged in
Pipedrive:
1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search
2. Update a person’s “Number of logins” [API keys: XYZ] adding +1: https://developers.pipedrive.com/docs/api/v1/#!/PersonFields/put_personFields_id
MailChimp [request from Pipedrive/Google Tag Manager]:
1. Update merge field “Number of logins” +1: https://mailchimp.com/developer/reference/lists/list-merges#patch_/lists/-list_id-/merge-fields/-merge_id-
-> Backoffice trigger: Ambassador requests to become a partner
Pipedrive:
1. Search person [email]: https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search
2. Create a deal in “Partner onboarding” pipeline: https://developers.pipedrive.com/docs/api/v1/#!/Deals/post_deals
-> Pipedrive trigger: The payment is entered into Pipedrive
Backoffice:
1. The request for payment is created.
Amazon SES [transactional]:
MailChimp [marketing]:
Trigger: User registered
Action: Welcome email
Content:
Subject: Welcome to XYZ partners
{{First_name}},
Thank you for joining XYZ as a partner, it’s great to have you on board!
Below please find more information on what you get joining us as a partner:
Also, remember that with XYZ you:
Best regards,
XYZ
Trigger: Lead submitted
Action: Thanks for submitting the lead
Content:
Subject: Welcome to XYZ partners
Hi {{First_name}},
Thank you for submitting the lead for XYZ product.
Our sales team will now reach out to the customer with the personalized offer for XYZ.
We will notify you once the deal closes, you can also check on the current deal status by sending us a message over here.
Best regards,
XYZ team
Events required in Google Tag Manager to send data to other systems:
written by
Matt Pliszka
Customer Acquisition at SoftwareSupport
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