Send people to Pipedrive
Create or update Pipedrive people and organizations, and add a note with the pages they viewed.
Pipedrive sync is included on the Starter plan and above.
Set it up
- In Pipedrive, open your account menu, then Personal preferences, then the API tab, and copy your personal API token. Records are created as the user who owns that token.
- Note your company domain: the "yourcompany" in
yourcompany.pipedrive.com. - In WhoLayer, open Destinations, choose Pipedrive, and paste the token and company domain. Optionally enter an owner id: the Pipedrive user who should own new people and organizations.
- Click Send test. Look for a sample person named Avery Sample, then delete it.
What we write
- Organization: found by exact name, or created.
- Person: found by exact email, or created, with name, job title, and the organization.
- Note: on the person, with the pages viewed and the number of visits.
Pipedrive only accepts job titles when its contact sync setting is on. If it's off, we save the person without the title and say so in the delivery log. Pipedrive allows one active API token per user: if you regenerate it, paste the new one into WhoLayer.
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