Enable your sales team to engage with prospects better by syncing enriched data from your warehouse to Pipedrive CRM
Setup
Grab your Pipedrive API Key under Settings > Personal preferences > API.
Grab your Pipedrive domain from Settings > Company Settings.
Syncing
Hightouch supports syncing to the following Pipedrive objects:
- Organizations
- Persons
- Deals
- Leads
Sync Modes
Hightouch supports Upsert and Update sync modes.
- During Upsert mode, new objects will be inserted into Pipedrive, and existing objects will be kept up-to-date.
- During Update mode, existing objects will be kept up-to-date however new objects will be ignored.
Record Matching
Records can be matched from your source to your Pipedrive workspace by any unique property.
To match Deal objects, the Pipedrive API requires a search term that is not the Deal ID. Available search terms will pre-populate your Deal matching field drop-down.
Field Mapping
You can sync columns from your source to Pipedrive's default and custom fields.
