Pipedrive Integration Overview

Article author
Apollo Team
Updated

Overview

The Pipedrive integration allows you to automatically pull records from Pipedrive to Apollo so you can add contacts to sequences, reach out and book meetings, and view accounts and contacts by stage directly in Apollo. You can also choose when to sync records from Apollo to Pipedrive, so you only push interested leads without cluttering up your CRM.

When you connect the Pipedrive integration, Apollo pulls all contacts and accounts from Pipedrive. With your records imported, add synced contacts to sequences, reach out with the dialer, and schedule meetings to verify contact interest. You can then configure if and when you push contacts or accounts from Apollo to Pipedrive. You can even push by specific account or contact stages, so you only sync interested leads back to Pipedrive.

Check out the following sections to learn more about the Pipedrive integration.

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Get Started

To get started:

  1. Connect the integration: You need permission to edit integration settings to connect the integration on Apollo. If you don't have permission, reach out to an admin for help.
  2. Map fields and stages: Next, make any adjustments to the default field mapping between Pipedrive and Apollo and map custom fields to ensure data accuracy. Then map your CRM stages so your contact and account statuses match in Apollo.
  3. Configure sync settings: Finally, configure when Apollo pushes data to Pipedrive.

Apollo will automatically sync your contacts and accounts to Apollo. This process can take some time. Once complete, you're ready to reach out to synced contacts and accounts via sequences and the dialer so you can book more meetings and close more deals.

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FAQs

Frequently asked questions

How do I find records synced from Pipedrive? How do I filter records by stage in Apollo? How do I push an individual contact or account to Pipedrive?
How do I find records that I own? Does the Pipedrive integration sync emails or other activities from Apollo to Pipedrive?

How do I find records synced from Pipedrive?

To filter prospects and view your records synced from Pipedrive:

  1. Launch Apollo and click People or Companies.
  2. Click Show filters > Source > Imported from CRM.
Source is set to imported from CRM and P icon indicates the contact is from Pipedrive
  1. Apollo displays the Pipedrive icon beside a contact's name.

You have now filtered prospects by records synced from Pipedrive.

Learn more about using the source filter.

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How do I filter records by stage in Apollo?

To filter records by stage in Apollo:

  1. Launch Apollo and click People or Companies.
  2. Click Show filters > More filters, then click Stage.
  3. Check to include the contact or account stage you want to filter by.
Source is set to imported from CRM and P icon indicates the contact is from Pipedrive
  1. Click Apply filters and Apollo updates your search results with the filters you selected.

You have now filtered records by stage.

Learn more about using the stage filter.

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How do I push an individual contact or account to Pipedrive?

First, ensure you configured sync settings to allow pushing contacts or accounts.

To push an individual contact or account from Apollo to Pipedrive:

  1. Launch Apollo and click People or Companies.
  2. Add search filters to find a person or company.
  3. Check one or more people or companies, then click Pipedrive > Push to Pipedrive.
A contact is selected to push to Pipedrive

You have now pushed a contact or account to Pipedrive.

You can also bulk push filtered contacts or accounts to Pipedrive. To narrow what you push, use search filters when searching for people or companies, then select one or more records to push the filtered results to Pipedrive. You can also configure push rules in your Pipedrive sync settings for more global control.

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How do I find records that I own?

To filter for synced records that you own:

  1. Launch Apollo and click People or Companies.
  2. Click Show filters > Owner, then select yourself as the contact or account owner from the dropdown.
Owner is set to Apollo.io and P icon indicates the contact is from Pipedrive

You have now filtered for records that you own.

Learn more about using the owner filter.

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Does the Pipedrive integration sync emails or other activities from Apollo to Pipedrive?

Apollo doesn't push activity data to Pipedrive — that includes emails, calls, meetings, tasks, notes, sequence activity, or conversation summaries. Apollo only syncs contacts and accounts.

Apollo also doesn't automatically create or update a person when a contact is added to a sequence or when an email is logged in Apollo. However, if you need to sync contacts or accounts from Apollo to Pipedrive based on updates like these, use the Zapier integration or another middleware tool like n8n. Just set up a Zap like:

  • Trigger: New Contact in Apollo or Contact Updated in Apollo
  • Action: Create or update a Person in Pipedrive

However, the Zapier integration doesn't support triggers for syncing activities like email sent or call logged. To build that kind of workflow, your web development team should use Apollo API with middleware to create activities or notes in Pipedrive.

 
Inbox Interference

If you enabled Pipedrive email sync, your email inbox is synced directly with your Pipedrive account. This can cause emails sent from Apollo to appear in Pipedrive. However, this is unrelated to the Pipedrive integration itself.

If you're seeing unexpected emails or need help with email syncing, reach out to Pipedrive support.

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