Pipedrive

Sync data from your warehouse to Pipedrive CRM. Keep your Pipedrive Persons, Organizations, and Deals in sync with your customer data.

Prerequisites

  • A Pipedrive account
  • A Pipedrive API token (found in Settings > Personal preferences > API)
  • Your Pipedrive company domain (the subdomain in your Pipedrive URL)

Authentication

Pipedrive uses API Token authentication.

  1. In Pipedrive, go to Settings > Personal preferences > API
  2. Copy your API token
  3. Paste it into the API Token field in SignalSmith

Configuration

FieldTypeRequiredDescription
Company DomainTextYesYour Pipedrive subdomain (e.g., mycompany for mycompany.pipedrive.com)

Target Settings

FieldTypeRequiredDescription
Object TypeSelectYesThe Pipedrive object to sync to: Persons, Organizations, or Deals

Supported Operations

Sync Modes

ModeSupported
UpsertYes
InsertYes
UpdateYes
Mirror

Audience Sync Modes

ModeSupported
AddYes
RemoveYes
MirrorYes
UpsertYes

Features

  • Field Mapping: Yes
  • Schema Introspection: No

Required Mapping Fields

ObjectRequired Fields
Personsname
Organizationsname
Dealstitle

Default Destination Fields

Persons: name, email, phone, org_id, owner_id

Organizations: name, address, owner_id

Deals: title, value, currency, org_id, person_id, stage_id, owner_id

Troubleshooting

Authentication failed: invalid API token

Verify your API token in Pipedrive Settings > Personal preferences > API. Tokens can be regenerated if compromised.

Company domain not found

Ensure the company domain matches your Pipedrive URL exactly. For https://mycompany.pipedrive.com, enter mycompany.

Field not recognized

Pipedrive custom fields use hash-based keys (e.g., abc123_custom_field). Use the Pipedrive API or Settings > Data fields to find the correct key.