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Pipedrive

Enable your sales team to engage with prospects better by syncing enriched data from your warehouse to Pipedrive CRM

Overview

Your leads and prospects expect you to have the necessary context before engaging with them. You can accomplish this by syncing lead and prospect data from your data warehouse to Pipedrive CRM. You no longer need to worry about executives chasing the wrong leads or engaging with warm ones without proper context.

Supported syncing

Sync TypeDescriptionSupported Sync ModesAPI Reference
OrganizationSync data from any source to organizationsUpsert, UpdateOrganization docs
PersonSync data from any source to person objectsUpsert, UpdatePerson docs
DealSync data from any source to dealsUpsert, UpdateDeal docs
LeadSync data from any source to leadsUpsert, UpdateLead docs

For more information about sync modes, refer to the sync modes docs.

Connect to Pipedrive

Go to the Destinations overview page and click the Add destination button. Select Pipedrive and click Continue. You can then authenticate Hightouch to Pipedrive with an API key.

You can retrieve your Pipedrive API Key under Settings > Personal preferences > API.

Pipedrive API key in the Pipedrive UI

For more information, see Pipedrive's docs.

Sync configuration

Once you've set up your Pipedrive destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Pipedrive destination you want to sync to.

Record matching

You can match rows in your model with objects in Pipedrive on any unique property. Pipedrive's id field is only available in the dropdown menu when using Update mode.

To match Deal objects, the Pipedrive API requires a search term that is not the Deal ID. Available search terms pre-populate your Deal matching field drop-down.

Field mapping

You can sync columns from your source to Pipedrive default and custom fields.

Delete behavior

BehaviorDescription
Do nothingKeep the record in Pipedrive
DeleteRemove the record from Pipedrive entirely

Tips and troubleshooting

Common errors

To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.

Live debugger

Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.

Sync alerts

Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.

Ready to get started?

Jump right in or a book a demo. Your first destination is always free.

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Need help?

Our team is relentlessly focused on your success. Don't hesitate to reach out!

Feature requests?

We'd love to hear your suggestions for integrations and other features.

Last updated: May 11, 2022

On this page

OverviewSupported syncingConnect to PipedriveSync configurationRecord matchingField mappingDelete behaviorTips and troubleshootingCommon errorsLive debuggerSync alerts

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