Pipedrive Integration

Pipedrive Integration

Complete bi-directional sync and migration support for Pipedrive CRM. Perfect for teams migrating to Pipedrive or synchronizing with other CRM systems.

πŸš€ Full Migration Support

Migrate from any CRM to Pipedrive or from Pipedrive to another system with zero data loss. Keep both systems running during transition.

Supported Pipedrive Objects

We support comprehensive data synchronization for all core Pipedrive objects:

🀝 Deals

  • Pipeline stages preserved: Complete pipeline and stage mapping
  • Custom fields: All custom deal fields supported
  • Activities: Full activity history maintained
  • Products: Product line items and pricing

πŸ‘₯ Persons (Contacts)

  • Contact details: Email, phone, address
  • Custom fields: All custom person fields
  • Organizations: Linked organization relationships
  • Activities: Meeting, call, and email history

🏒 Organizations

  • Company information: All standard and custom fields
  • Relationships: Person and deal associations
  • Address data: Multiple addresses supported
  • Custom fields: Industry-specific fields preserved

πŸ“‹ Activities

  • Types: Calls, meetings, emails, tasks
  • Due dates: Timeline preservation
  • Participants: All linked contacts maintained
  • Notes: Complete activity notes and outcomes

Data Mapping

Our intelligent mapping engine automatically handles Pipedrive's unique structure:

Outrun Standard Model β†’ Pipedrive Objects
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
People               β†’ Persons
Organizations        β†’ Organizations
Opportunities        β†’ Deals
Activities          β†’ Activities
Products            β†’ Products

Sync Features

⚑ 15-Minute Sync Cycles

  • Near real-time data synchronization
  • Bi-directional updates
  • Conflict resolution
  • Change detection

πŸ”„ Migration Mode

  • Keep Pipedrive running during migration
  • Test new CRM while maintaining Pipedrive
  • Gradual transition support
  • Rollback capability

Getting Started

Step 1: Connect Pipedrive

  1. Navigate to the Outrun Dashboard
  2. Click "Add Integration"
  3. Select Pipedrive
  4. Authorize with your Pipedrive API token

Step 2: Configure Sync

  • Select sync direction (one-way or bi-directional)
  • Map custom fields
  • Set sync frequency
  • Configure conflict resolution

Step 3: Start Syncing

  • Initial data import
  • Ongoing 15-minute sync cycles
  • Monitor sync status in dashboard
  • Review sync logs

API Configuration

Pipedrive integration uses API token authentication:

  1. API Token: Found in Pipedrive Settings β†’ Personal β†’ API
  2. Permissions: Requires read/write access to all objects
  3. Rate Limits: Automatically managed by Outrun
  4. Webhook Support: Real-time updates via webhooks

Field Mapping

Standard Field Mappings

Outrun Field Pipedrive Field Notes
person.email person.email Primary email
person.firstName person.first_name Given name
person.lastName person.last_name Family name
org.name organization.name Company name
org.domain organization.address Website URL
opportunity.amount deal.value Deal value
opportunity.stage deal.stage_id Pipeline stage

Custom Fields

  • All custom fields automatically detected
  • Intelligent type matching
  • Custom field creation in target system
  • Dropdown/picklist value mapping

Use Cases

πŸ”„ CRM Migration

Moving from another CRM to Pipedrive? We handle:

  • Complete historical data transfer
  • Pipeline and stage mapping
  • Custom field migration
  • Activity history preservation

🀝 Multi-CRM Sync

Using Pipedrive for sales and another CRM for marketing?

  • Keep both systems in perfect sync
  • Unified customer view
  • No duplicate data entry
  • Automatic conflict resolution

πŸ“Š Data Backup

  • Continuous backup of Pipedrive data
  • Point-in-time recovery
  • Data archival
  • Compliance requirements

Best Practices

  1. Start with a test sync: Use a sandbox or test data first
  2. Map custom fields carefully: Review all field mappings
  3. Monitor initial sync: Check first sync cycle results
  4. Set up notifications: Configure alerts for sync issues
  5. Regular validation: Periodically verify data accuracy

Support

Need help with your Pipedrive integration?

  • πŸ“§ Email: support@getoutrun.com
  • πŸ“– Documentation: Full API Docs
  • πŸ’¬ Chat: Available in dashboard
  • 🎯 Priority Support: For enterprise customers

Next Steps