1. Apollo.io
  2. Integrations
  3. Pipedrive

Set Up the Pipedrive Integration

Article author
Dustin Nathaniel Keys
Updated

Overview

If your team uses Pipedrive, Apollo's integration allows you to 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.

 
CRM FYI

Once connected, it can take some time for contacts and accounts to sync from Pipedrive to Apollo.

You can only integrate one CRM with Apollo. If you 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.
  2. If you haven't already, log in to your Pipedrive account. Review the permission settings, then click Allow and install.

You have connected Pipedrive. 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 Settings > Integrations.
  2. Scroll to Pipedrive and click View.
  3. Click Contacts or Accounts > Fields.
  4. Scroll to a default Apollo field and select a corresponding Pipedrive field from the dropdown.
  5. Repeat this process for any other fields you want to update, then click Save.

An example field is selected from the dropdown

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 Settings > Integrations.
  2. Scroll to Pipedrive and click View.
  3. Click Contacts or Accounts.
  4. Select a contact or account status field from the dropdown, then click Auto-map all stages Apollo automatically maps the status field you selected. Repeat this process for any additional mappings you'd like to create.

The auto-map all stages button is highlighted

  1. Alternatively, map contact stages manually by selecting 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.
 
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.

To configure sync settings:

  1. Launch Apollo and click Settings > Integrations.
  2. Scroll to Pipedrive and click View.
  3. Click Contacts or Accounts, then click Sync.
  4. Check Push Contacts or Push Accounts to automatically push newly created records 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, choose from the dropdown whether to push all contacts or Only create contacts in Pipedrive if at certain stages, then select one or more stages. This means you only push contacts from Apollo on the stages you select. This may be useful for pushing interested or warm leads only, so you don't clutter up your CRM.

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 Settings > Integrations.
  2. Click Pipedrive > View > Contacts or Accounts > Sync.
  3. Check Hide my contacts pulled from Pipedrive, then click Save.

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.
  2. Scroll to Pipedrive and click View.
  3. Click Contacts or Accounts > Sync.
  4. Click Push all contacts / accounts to sync all contacts or accounts in Apollo to Pipedrive. Or click Pull all people / organizations to sync all contacts or accounts from Pipedrive to Apollo.

Pull all people and push all contacts buttons highlighted

You have now manually synced records from Pipedrive.

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