Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!
-- HUBSPOT & PIPEDRIVE--
-- CHARGEBEE & PIPEDRIVE--
-- MARKETO & PIPEDRIVE--
Below you'll find detailed information, specifically for Pipedrive integrations:
Supported Pipedrive Integrations
For Pipedrive, we need your API Key. If you aren't logged into your Pipedrive account just yet, we'll ask you to do so first.
If you already authorized Pipedrive account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Organisations and People before proceeding to the configuration page.
- Learn about our People sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- CONTACT OWNER
- ACTIVITIES YES/NO
- DEALS YES/NO
- NOTES YES/NO
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- SETTING CONTACT OWNER
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Pipedrive fields being mapped by default. For instance, in a connection with Infusionsoft, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Pipedrive Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.