Pipedrive Integration Overview

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.

Back to Top

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.

Back to Top

FAQs

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.

3. Apollo displays the Pipedrive icon beside a contact's name.

You have now filtered prospects by records synced from Pipedrive.

Learn more about all the search filters you can use on Apollo.

Back to FAQs

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.

4. Click Apply filters and Apollo updates your search results with the filters you selected.

You have now filtered records by stage.

Back to FAQs

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

First, ensure you've set sync settings to allow pushing contacts or accounts. Then, 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.

You have now pushed a contact or account to Pipedrive.

Back to FAQs

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.

You have now filtered for records that you own.

Back to FAQs

Back to Top