Pipedrive Integration

Connect your Pipedrive account to FluxCascade to sync persons, organizations, and deals.

Overview

Getting Started

Prerequisites

Before connecting Pipedrive, ensure you have:

• A Pipedrive account (any plan)
• Admin permissions in Pipedrive
• A FluxCascade account

Step 1: Connect Your Account

1. Go to Connections in FluxCascade
2. Click Add Connection
3. Select Pipedrive from the list
4. Click Connect with Pipedrive
5. Sign in to your Pipedrive account if prompted
6. Review the permissions and click Allow and Install

Step 2: Verify Connection

After connecting, you'll see:

• Connected status with a green indicator
• Your Pipedrive company domain
• Last sync time (if applicable)

Supported Objects

Persons

Pipedrive Persons are individual contacts.

Standard Fields:

• name, first_name, last_name
• email (can have multiple)
• phone (can have multiple)
• org_id (associated organization)
• Custom fields

Organizations

Pipedrive Organizations are companies.

Standard Fields:

• name, address
• owner_id
• Custom fields

Deals

Pipedrive Deals are sales opportunities.

Standard Fields:

• title, value, currency
• status (open, won, lost)
• stage_id, pipeline_id
• person_id, org_id
• expected_close_date

Field Mapping Examples

Pipedrive Person to HubSpot Contact

Pipeline Stage Mapping

Map Pipedrive stages to HubSpot deal stages:

Handling Multi-Value Fields

Pipedrive allows multiple emails and phone numbers per person. Here's how to handle them:

Mapping Primary Values

Use array indexing to get the first/primary value:

• email[0].value → Primary email
• phone[0].value → Primary phone

Mapping All Values

Use a transformation to concatenate all values:

JOIN(emails, "; ")

Or map to multiple fields:

• email[0].value → email
• email[1].value → secondary_email

Custom Fields

Pipedrive custom fields are fully supported:

1. When you connect Pipedrive, all custom fields are automatically loaded
2. Custom fields appear in the field selector with their display names
3. Map them just like standard fields

Creating Custom Fields

If you need a new custom field in Pipedrive:

1. Go to Pipedrive Settings → Data fields
2. Add your custom field
3. In FluxCascade, refresh your connection
4. The new field will appear in the field selector

Real-time Webhooks

Pipedrive supports webhooks for instant updates.

Supported Events

• Person created/updated/deleted
• Organization created/updated/deleted
• Deal created/updated/deleted
• Deal stage changed

Enabling Webhooks

1. Enable Real-time sync in your mapping settings
2. FluxCascade registers webhooks automatically
3. Changes trigger immediate syncs

Rate Limits

Pipedrive enforces API rate limits based on your plan:

FluxCascade handles rate limiting automatically with retries.

Troubleshooting

Common Issues

"Permission denied" error
Ensure your Pipedrive user has admin permissions.

Custom fields not showing
Click "Refresh" on your connection to reload custom fields.

Multiple emails/phones not syncing
Check that you're using the correct array syntax (e.g., email[0].value).

Reconnecting

If you need to refresh your connection:

1. Go to Connections
2. Find your Pipedrive connection
3. Click Disconnect
4. Reconnect following the steps above

Next Steps

• Create a mapping between Pipedrive and another platform
• Learn about field transformations
• Set up sync schedules