Pipedrive integration

Leadspicker fills Pipedrive with the people you reach out to, and opens a deal with an activity for its owner when someone replies.

What you get

  • Persons and organizations created or updated from your lists and sequences.
  • Deals in the pipeline and stage you choose, linked to the person and the organization.
  • Activities. A task rule creates an activity for the mapped user, under the deal when there is one.
  • The Leads Inbox, if you prefer new people to wait there before they become deals.
  • Saved filters, pipelines and stages as sources for imports and exclusion lists.

Everything shared with the other CRMs is in How CRM integrations work.

Connect Pipedrive

  1. Open the Pipedrive card

    Go to Settings → Apps and open Pipedrive, as an owner or admin of the organisation.

  2. Sign in and approve

    Connect the account, sign in to Pipedrive and approve the access for your company account.

  3. Choose where contacts land

    On General, under Pipedrive records, pick Contacts & Organizations or Leads.

  4. Map, switch on, save

    Set the scope and triggers, pair outreach accounts with Pipedrive users on User Mapping, turn Enabled on and Save.

The Pipedrive page before connecting, with the link to connect a Pipedrive account highlighted

Leads Inbox and other Pipedrive settings

SettingWhat it does
Pipedrive records: LeadsA newly synced contact is still a person with an organization, additionally filed into the Leads Inbox. Imports then read the Leads Inbox.
Pipedrive records: Contacts & OrganizationsPlain persons and organizations, nothing in the Leads Inbox.
Overwrite the contact ownerOff by default: an existing person keeps its owner.
Phone fieldA person can hold several numbers, so a new one is added next to the existing ones.
Pipedrive General tab: with Leads selected, synced contacts are also filed into the Leads Inbox

Workflows inside Pipedrive

WhenThenWhat the rep sees in Pipedrive
They reply to your email, PositiveCreate a deal in your pipeline, stage Contact made, plus Create a taskA deal with the person and organization attached, and an activity Reply from … (Positive) on the deal in the owner's activity list.
They reply on the social network, Any sentiment (Leads mode)Create a taskThe person waits in the Leads Inbox with an activity that carries the reply; the rep decides whether it becomes a deal.
They reply, PositiveGet their phone numberThe number from the reply or from data sources added to the person, so the follow-up can be a call.

A repeated reply from the same person does not open a second deal.

Pipedrive Actions tab: a positive reply creates a deal in the Sales pipeline at Qualified, a maybe reply creates a task under the deal, a newly added contact gets a source field

Import from Pipedrive and exclusions

  • Import by saved filter. Import → From CRM on a list reads a saved people filter, or a lead filter in Leads mode, hourly if you want.
  • Import by deals. A deal filter, a pipeline or a single stage brings in the people on those deals, as a one-time import.
  • Exclusions. Exclude everyone in Pipedrive, selected saved filters, or the people on deals in chosen pipelines and stages.
Import from CRM: HubSpot fields with example values and the list columns they are imported as
Does Leads mode replace persons with leads?

No. A Pipedrive lead wraps a person and an organization; Leadspicker creates both and adds the lead on top.

Where does the task go?

Into Pipedrive activities, assigned to the mapped user, under the deal when a rule created one.

Can I reach the people stuck in one stage?

Yes. Import that stage into a list and connect the list to a sequence. It is a one-time import, so repeat it for a fresh snapshot.

Still stuck? Email support@leadspicker.com or use the chat in the app.

Last updated 2026-11-12