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What information can be sent to Pipedrive if I integrate it?

What information can be sent to Pipedrive if I integrate it?

This article will tell you what Leadfeeder is able to send to Pipedrive and what is matched (synced) between the two.
Joran Hofman avatar
Written by Joran Hofman
Updated over a week ago

When you integrate Pipedrive with Leadfeeder you have a number of different options regarding default fields and customizations for your Pipedrive account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customizations and syncs but make sure to go through the other resources to get a full view of this powerful integration!

We can send the following elements to Pipedrive:

  • Visit information in 'note'

  • General keywords NOT actual search terms, as ‘note’

  • Organization Name

  • Link to Leadfeeder

  • Customization:
    Send visits for Manually Connected leads
    Send visits for Automatically Connected leads
    Send lead Comments
    Default Pipeline Stage
    Default Deal Name

Syncable entities

These are the records that are allowed to be synced between Pipedrive and Leadfeeder. Activities are dependent on leads and opportunities.

  • Contacts

  • Activities

  • Deals

Automations

When setting up a feed automation that sends leads to Pipedrive, you have the ability to configure how they are sent. You can read more about the automation here. The fields below are the options and fields available to send to Pipedrive.


NOTE: Create deal and activity are only applied to Leadfeeder leads that are already connected to existing organizations.

  • Create Organization
        Owner

  • Create Deal
        Owner
        Name
        Pipeline Stage

  • Create Activity
        Owner
        Subject
        Days to set due date

Manual connections

When sending leads manually to Pipedrive you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Pipedrive.

  • Create a new organization in Pipedrive
        Owner
        Name

  • Connect to an existing organization

  • New visits are sent automatically

  • Send existing visits as a note to Pipedrive

  • Send existing Leadfeeder lead comments as a note to Pipedrive

Once leads are connected you have the ability to create and send:

  • Activities
        Owner
        Title
        Deal
        Due date

  • Deals
        Owner
        Name/Title
        Pipeline Stage

When a Leadfeeder account is integrated with Pipedrive for organizations we add the following custom fields:

  • View in Leadfeeder: Link to lead in Leadfeeder

  • Latest visit: latest visit's timestamp

When a Leadfeeder account is integrated with Pipedrive for deals we add the following custom fields:

  • View organization in Leadfeeder: Link to lead in Leadfeeder

  • Latest organization visit: latest visit's timestamp

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