GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
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!
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:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
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.
The availability of these options is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions and/or unsubscribes on one side and at the same time be able to create the tag 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. Unfortunately, neither are supported at this time in Pipedrive integrations.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!