# Pipedrive Destination

## 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 or directly from our JavaScript client.](/cdp/destinations/getting-started/#connection-mode)

[Web sources Indicates whether or not this integration supports our the JavaScript client.](/cdp/sources/getting-started/#types-of-sources)

[API sources Indicates whether or not this integration supports our server libraries (Go, NodeJS, Python), API, Mobile SDK, and other data sources.](/cdp/sources/getting-started/#types-of-sources)

[Supported calls The API methods this integration supports.](/cdp/sources/source-spec/source-events/)

[Integration name The name of this integration if you want to enable or disable it in the `integrations` object.](/cdp/sources/source-spec/common-fields/#the-integrations-object)

Standard

[group](/api/cdp/#operation/group), [identify](/api/cdp/#operation/identify), and [track](/api/cdp/#operation/track)

Actions Pipedrive

## Getting started[](#getting-started)

1.  Go to **[Data & Integrations > Integrations](https://fly.customer.io/workspaces/last/journeys/integrations/all/directory)** and select the **Pipedrive** entry in the *Directory* tab.
    
2.  (Optional) Select the data sources that you want to connect to your outbound integration. You can always connect data sources later. We’ll only show you data sources that work with your integration.
    
3.  Configure your integration.
    
    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`.
        
4.  Click **Enable Destination**.
    

## Actions[](#actions)

When you’re done setting things up, you can go to the *Actions* tab to see how we map incoming data to your integration.

You may need to add actions for this integration

While we often have default triggers for actions, we don't always add those actions as defaults. You may need to add actions to make sure that you're sending all the data that you want to send to your integration. See our [actions](/integrations/data-out/actions/) page for help setting up actions.

Action

Default Trigger

Description

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.