Table of content
Connect Pipedrive once, and every person or company you save in GetProspect is created in Pipedrive. Set it up from Integrations. The rules shared by all CRMs are in How CRM sync works.
Before you begin
- You must be the workspace admin.
- You need a Pipedrive account that can install apps.
- Credits: syncing is free.
Steps
Open Integrations and click Connect on the Pipedrive card. Sign in to Pipedrive and allow access. The card then shows Connected.
Click View to open Pipedrive settings.
Under Synchronization, choose whether to Update data on Pipedrive when they are changed on GetProspect and Delete data on Pipedrive when they are deleted on GetProspect.
Under Owner, pick the Pipedrive user who owns new records, or No owner.
In Map contact properties and Map company properties, pick a Pipedrive field for each GetProspect field, or Do not match. The company name row always maps to Pipedrive's name field.
Click Save settings.
Optional: click Push all GetProspect data to Pipedrive, then Push now, to send records saved before you connected.
What you get
Saved people appear in Pipedrive as people and saved companies as organizations, owned by the user you picked.
FAQ
The settings page says Pipedrive returned an error and shows Reconnect account. What do I do?
Your Pipedrive authorization has expired. Click Reconnect account and sign in to Pipedrive again.
Refresh Pipedrive fields does not work.
Pipedrive fields cannot be refreshed while the integration is Paused. Turn the switch back on, then click Refresh Pipedrive fields.
Do people without an email sync?
Yes. They are sent without an email.