Pipedrive Integration

Article author
Dustin Nathaniel Keys
Updated

Overview

 
In Beta

We're still building the Pipedrive integration. While this feature is in beta, some functionality may change.

If your team uses Pipedrive, Apollo's integration allows you to effortlessly maintain data parity between both platforms. Use the integration to automatically sync contact and account data from your CRM, and choose when to sync data from Apollo to Pipedrive, reducing duplicative manual entry and the risk of human error.

Check out the following sections to connect the Pipedrive integration, map fields and stages, and set your sync preferences.

 
Only One CRM at a Time

You can only integrate one CRM with Apollo. If you've already connected Salesforce or Hubspot, deactivate the integration before proceeding with Pipedrive.

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Connect the Integration

 
Permission Required

Only people with permission to edit integration settings can access integrations in Apollo. If you don't have permission, reach out to a team member for help.

To integrate Pipedrive with Apollo:

  1. Launch Apollo and click Integrations.
  2. Scroll to Pipedrive and click Connect.

The Connect button is highlighted beside Pipedrive CRM

  1. Review the account access and click Yes, Continue.

The Yes, Continue button is highlighted

  1. If you haven't already, log in to your Pipedrive account. Review the permission settings, then click Allow and install.

The Yes, Continue button is highlighted

You've now connected your Pipedrive account. Apollo automatically pulls contacts and accounts from Pipedrive and de-duplicates them in Apollo.

 
Customize the CRM Sync

You can't deactivate the automatic pull of contacts and accounts from Pipedrive. If you don't want your team to view them when prospecting in Apollo, you can configure record visibility in the sync settings.

Next, map stages and fields and configure sync settings for the integration.

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Map Fields and Stages

Map fields and stages between Apollo and Pipedrive to ensure your data is represented correctly across both platforms.

Fields

Correctly mapping your fields allows you to sync data to Apollo to enrich your records. Fields left unmapped may not sync correctly.

When you connect your Pipedrive account, Apollo automatically syncs the following fields with Pipedrive by default:

Sync type Synced data
Apollo contact push
  • Company
  • Owner
  • First Name
  • Last Name
  • Email
  • Title
  • Phone
  • Address
Apollo account push
  • Owner
  • Name
  • Address
  • Phone
  • Domain from Account
  • Founded Year
Pipedrive contact pull
  • Company
  • Owner
  • First Name
  • Last Name
  • Email
  • Title
  • Phone
  • Address
Pipedrive account pull
  • Owner
  • Name
  • Address
  • Phone
  • Website/Domain

Apollo auto-maps all the related fields found in Pipedrive, but you can make adjustments to the default field mapping.

To adjust the default field mapping:

  1. Launch Apollo and click Integrations. Then, scroll to Pipedrive and click View to manage the integration settings.
  2. Click Contacts or Accounts > Default fields.
  3. Scroll to a default Apollo field and select a corresponding Pipedrive field from the dropdown.

An example field is selected from the dropdown

  1. Repeat this process for any other fields you want to update, then click Save.

The Save button is highlighted

You have now updated the field mapping for the Pipedrive integration.

Next, map stages for the integration.

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Stages

Map Apollo stages to Pipedrive statuses to track where Pipedrive contacts or accounts are in your sales pipeline. This way, you can easily filter by stage when prospecting or engaging in Apollo.

Map stages automatically with auto-map, then make adjustments as necessary, or manually map all stages.

 
Customize the CRM Sync

If an unmapped value from Pipedrive doesn't match a stage in Apollo, Apollo will automatically create a stage and map the two together. If the value matches an existing stage, but that stage is already mapped to a different value, Apollo won't map the Pipedrive field to the existing stage and won't create a new stage to match the two since that would create a duplicate of an existing stage.

To map stages:

  1. Launch Apollo and click Integrations. Scroll to Pipedrive and click View to manage the integration settings.
  2. Click Contacts or Accounts.
  3. Then, click Auto-map all stages to automatically map stages.

The auto-map all stages button is highlighted

  1. Select a Pipedrive contact or account status field and click Automatically create and map.

The Automatically create and map button is highlighted

  1. Alternatively, to manually map each Apollo stage, select a corresponding Pipedrive stage from the dropdown.

An example field is mapped to Pipedrive

  1. Repeat this process for any other stages you want to map, then click Save.

The Save button is highlighted

 
Map Stages and Statuses 1:1

Only map one Apollo stage to one Pipedrive status and vice versa. If you try to map the same Apollo stage to multiple Pipedrive statuses, or the same Pipedrive status to multiple Apollo stages, the integration may not function correctly and contacts could be assigned to unexpected stages.

 

After mapping stages, if you need to change the name of a Pipedrive status, delete a status, or add a new status, update your mapping in Apollo. If you delete a status in Pipedrive, delete the Apollo stage to which you mapped it and move the contact or accounts to an active stage.

You have now mapped stages for the Pipedrive integration.

Next, configure sync settings for the integration.

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Configure Sync Settings

Apollo automatically pulls contacts and accounts from Pipedrive, but you can configure when Apollo pushes data to Pipedrive. You can also configure record visibility for contacts and accounts synced from Pipedrive.

Push Settings

Use push settings to configure when Apollo syncs your contacts or accounts to Pipedrive.

To configure push settings:

  1. Launch Apollo and click Integrations. Scroll to Pipedrive and click View to manage the integration settings.
  2. Click Contacts or Accounts, then click Sync.

The Sync button is highlighted

  1. Toggle Push Contacts or Push Accounts to automatically push newly created contacts or accounts in Apollo to Pipedrive. This also updates any contacts or accounts in Pipedrive whenever a field in Apollo changes. When Apollo pushes a contact, it also syncs the contact's account if it isn't already in Pipedrive.

The Push contacts button is highlighted

  1. (Optional) For contacts, toggle Only create contacts in Pipedrive if at certain stages and select one or more stages. This means you only push contacts from Apollo on the stages you select.

The Push contacts button is highlighted

  1. When finished, click Save.

You have now configured push settings for the Pipedrive integration.

Record Visibility

Apollo enables record visibility by default so your team can search for and view Pipedrive records in Apollo. You can deactivate this setting if you don't want your team to view contacts and accounts synced from Pipedrive when prospecting in Apollo.

To update record visibility:

  1. Launch Apollo and click Integrations. Scroll to Pipedrive and click View to manage the integration settings.
  2. Click Contacts or Accounts > Sync.
  3. Toggle off Show all Pipedrive contacts and accounts in Apollo, then click Save.

The Sync button is highlighted

You have now configured record visibility for the Pipedrive integration.

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Manually Sync from Pipedrive

When you connect your account, Apollo automatically pulls contacts and accounts from Pipedrive. However, you can also manually sync your records from Pipedrive. This may be useful if you've made mapping or sync setting changes and want to retroactively apply the changes to all records.

To manually sync from Pipedrive:

  1. Launch Apollo and click Integrations. Scroll to Pipedrive and click View to manage the integration settings.
  2. Click Contacts or Accounts > Sync.
  3. Click Push all Apollo contacts / accounts to Pipedrive to sync all contacts or accounts in Apollo to Pipedrive. Or click Pull all Pipedrive contacts / accounts to Apollo to sync all contacts or accounts from Pipedrive to Apollo.

The Sync button is highlighted

You have now manually synced records from Pipedrive.

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