Pipedrive Destination

Updated

About this integration

Pipedrive is a CRM created for salespeople by salespeople. Our Pipedrive integration seamlessly transfers source data about leads, organizations, and deals into Pipedrive, helping you effectively manage your sales pipeline, engage with leads through personalized messages, and ultimately close more sales.

Mode How we forward source data to the destination: through Customer.io's servers (cloud) or directly from the source (direct).Web sources Indicates whether or not this destination and mode supports our website source (JavaScript).Server sources Indicates whether or not this destination and mode supports our server-side sources (Go, NodeJS, Python).Supported calls The source methods this destination supports.Integration name The name of this integration if you want to enable or disable it in the integrations object.
Cloudgroup, identify, and trackActions Pipedrive

Getting started

  1. Go to the Data Pipelines tab and click Connections.

  2. Click Add New under Destinations.

  3. Select the Pipedrive destination.

  4. (Optional) Select the sources that you want to connect to this destination. You can always connect sources to your destination later. We’ll only show you eligible sources.

  5. Configure your destination.

    1. Domain: Pipedrive domain. This is found in Pipedrive in Settings > Company settings > Company domain.

    2. Api Token: Pipedrive API token. This is found in Pipedrive in Settings > Personal preferences > API > Your personal API token.

    3. Person Field: This is a key by which a Person in Pipedrive will be searched. It can be either Person id or a custom field containing external id. Default value is person_id.

    4. Organization Field: This is a key by which an Organization in Pipedrive will be searched. It can be either Organization id or a custom field containing external id. Default value is org_id.

    5. Deal Field: This is a key by which a Deal in Pipedrive will be searched. It can be either Deal id or a custom field containing external id. Default value is deal_id.

    Setup your destination
    Setup your destination

  6. Click Enable Destination.

Actions

When you’re done setting up your destination, you can go to the Actions tab to see how we map source events to your destination.

The actions for your destination
The actions for your destination

ActionDefault TriggerDescription
Create or Update Organization

type = “group”

Update an organization in Pipedrive or create it if it doesn't exist yet.
Create or Update Person

type = “identify”

Update a person in Pipedrive or create them if they don't exist yet.
Create or update an Activity

type = “track” and
event = “Activity Upserted”

Update an Activity in Pipedrive or create one if it doesn't exist.
Create or update a Deal

type = “track” and
event = “Deal Upserted”

Update a Deal in Pipedrive or create it if it doesn't exist yet.
Create or update Lead

type = “identify”

Update a Lead in Pipedrive or create it if it doesn't exist yet.
Create or update a Note

type = “track” and
event = “Note Upserted”

Update a Note in Pipedrive or create it if it doesn't exist yet.
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