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CRM & data

Pipedrive integration: push leads as persons, organizations and deals

Connect your Pipedrive account with your personal API token and company domain. Leads are updated or created as persons by email, the company is linked as an organization and a deal or lead can be opened; won deals and new persons start workflows.

Start freeStep-by-step setup guide
Connection type
API key
Scope
Per organization: all projects share one key
Inbound webhook
Yes, you get a webhook URL for incoming events
Capabilities
CRM sync, workflow actions, event triggers
Setup time
10 min

What it does in OrqLabs

The Sync to CRM node first looks up each lead's company as an organization by name and creates it when missing. The person is found by exact email match: if found, its name, its organization when empty and its phone when it has none are updated, and existing emails and phones are never removed. Otherwise a new person is created. A field map in the integration settings writes lead fields to Pipedrive custom fields.

With the deals target, a deal is opened in your pipeline and stage only if the person has no open deal; otherwise that deal is returned and no second one is created. With the leads target, the record goes to the Leads Inbox. So even if the same workflow runs several times, Pipedrive doesn't fill up with duplicates.

In workflows, the Pipedrive node creates persons, deals and leads, adds notes and changes a deal's stage or status. When you connect, two webhooks are created and protected with HTTP basic auth: *Deal won* starts a workflow only when the status really changes to won, and *Person created* fires for every new person.

What you can automate

  • From researched lead to deal

    At the end of a lead-finding and enrichment workflow, use Sync to CRM to push the lead to Pipedrive as a person, organization and open deal.

  • Welcome on won deals

    With the *Deal won* trigger, send the new customer a welcome email, tell your team on Slack or start your billing workflow.

  • Write call notes to the CRM

    Save chatbot or agent summaries to the related deal or person with Add note.

  • Stage automation

    When a quote is approved or a payment arrives, use Update deal stage to move the deal forward or mark it won.

Nodes that use this integration

In the workflow editor these nodes run with your Pipedrive account.

  • Sync to CRM / Sheet

    Pushes leads to HubSpot, Google Sheets, Notion or your own system, e.g. adding qualified leads to your sales team's spreadsheet.

  • Pipedrive

    Create / update person · Create deal · Create lead · Add note · Update deal stage / status · Find person

Setup at a glance

  1. In Pipedrive, open the profile menu → Personal preferences → API and copy your personal API token.

  2. In OrqLabs, go to Integrations → Pipedrive → Connect and enter the token and your company domain (just yourcompany).

  3. The *Deal won* and *Person created* webhooks are created automatically as you connect.

  4. Pick this connection in the Sync to CRM node, set the target to persons, deals or leads, and optionally add pipelineId, stageId and fieldMap to the integration settings.

Read the full setup guide →

Requirements

  • A Pipedrive account (API access is included on every plan).
  • The personal API token from Personal preferences → API and your yourcompany.pipedrive.com domain.
  • A user allowed to create webhooks; optional pipeline and stage IDs for deals.

What you enter when connecting

  • Personal API token *
  • Company domain *

Good to know

  • Persons are matched by email only; leads without an email are created as new persons each time.
  • Creating deals and leads is never retried automatically; if the connection drops, check the record in Pipedrive.
  • Pipedrive rate-limits per token; on very large syncs OrqLabs waits and retries.

Frequently asked questions

What happens if the same lead arrives twice?

The person is found by email and updated, the organization is found by name and no new deal is opened while the person has an open one. See the Pipedrive guide.

How do I fill custom fields?

Map lead fields to Pipedrive's 40-character field keys with fieldMap in the integration settings; fields that already arrive under such a key are written too.

How are the webhooks protected?

Pipedrive webhooks use HTTP basic auth with OrqLabs' secret, and requests without the right Authorization header are rejected.

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