Pipedrive ProRevised in 5.0+
This guide assumes you have a Pipedrive account already.
Compatibility
Uses OAuth flow on v1 of the REST API.
Endpoints
Maps data to the following endpoints:
- Leads
- Deals
- Persons
- Organizations
- Notes
Does your project require something else? Contact Us
Fields
Maps data to the following field types:
- Standard
- Custom
Duplicate Check & Update
- Duplicate detection on Persons email address (and updating contact info if matches).
Setup Instructions
- Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
- Click the New Integration button at the top right.
- Select Pipedrive (v1) from the Service Provider select dropdown.
- Enter a name and handle for the integration.
- Copy the URL in the OAuth 2.0 Return URI field to your clipboard.
- Leave this page open.
- Open a new tab and visit the Pipedrive Developer Hub site.
- If you don't already have a developer account, create one here. Otherwise, login.
- Click on the Create an App button at the top right and choose Create Private App.
- In the Basic Info page, enter a unique app name and paste the Freeform OAuth URL in the Callback URL field.
- In the OAuth & Access Scopes page, enable the following:
- Deals
- Full Access
- Contacts
- Full Access
- Leads
- Full Access
- The Installation URL field can be left blank.
- Deals
- Copy the value in the Client ID setting.
- Copy the value in the Client Secret setting.
- Save the new app.
TIP
If you wish to work with your app in Sandbox/Dev mode, you can skip this step for now.
- Inside of the Pipedrive Developer Hub site, click on your newly created app and click the Change to Live button at the top right corner.
WARNING
In order for this to work, the site (and its callback URL) you are connecting the integration to will need to be publicly accessible.
- Visit your regular Pipedrive account.
- In the Marketplace area, install your new app.
- Flip back to the Freeform CP browser tab.
- Enter Pipedrive credentials in the next 2 fields:
- Paste the Pipedrive Client ID value into the Client ID field in Freeform.
- Paste the Pipedrive Client Secret value into the Client Secret field in Freeform.
Leads
If you plan to use the Leads endpoint, the following setting is available:
- User ID (optional) - specify which user ID the leads go into.
TIP
There seems to be no visual way in Pipedrive to see what the ID's are, so you'll likely need to do something like right-clicking on a User name link to view the ID in a URL.
Deals
If you plan to use the Deals endpoint, the following settings are available:
- User ID (optional) - specify which user ID the leads go into.
- Stage ID (optional) - specify which stage ID the leads go into.
TIP
There seems to be no visual way in Pipedrive to see what the ID's are, so you'll likely need to do something like right-clicking on a Stage name / User name link to view the ID in a URL. So for example, to get the Stage ID, go to the Settings area and click on Pipelines. Right-click on a stage name and copy the link. You'll get something like (where 3 is the stage ID in this case):
https://yourcompany.pipedrive.com/stages/edit/3.json
The stage ID is unique, so Pipedrive will automatically know which pipeline you're referring to when you specify the stage ID.
- Click the Save button.
- You will be redirected to a Pipedrive OAuth page to allow permissions.
- If not currently logged in, fill in your credentials.
- Click Allow & Install when asked for permissions.
- You will then be redirected back to the Freeform CRM Integration page.
- After the integration is saved, it'll return you to the list of CRM integrations.
- Click into the newly created integration.
- Confirm that there is green circle with Authorized in the middle of the page.
To use this integration on your form(s), you'll need to configure each form individually.
- Visit the form inside the form builder.
- Click on the Integrations tab.
- Click on Pipedrive in the list of available integrations.
- On the right side of the page:
- Enable the integration.
- Select the API endpoints you wish to map to.
- Map Freeform fields to the Pipedrive fields as needed.
WARNING
Please note that if you set this up initially on a development environment, you will need to update your callback URL and reauthorize the connection on your production environment. However, your settings and field mappings will remain intact.