Pipedrive destination
Pipedrive destination
A Pipedrive destination sends Outrun people to Pipedrive persons and Outrun organisations to Pipedrive organisations. This page covers setup and how records are matched in Pipedrive.
Connect Pipedrive
- In Outrun, go to Destinations and select Add Destination.
- On the Pipedrive card, select Connect.
- In 1. Select Pipedrive Account, select Add Pipedrive Account and approve access in Pipedrive, or pick an account you already connected.
- In 2. Configure Destination, enter a Destination Name. Open Advanced Settings and use Enable People Mapping and Enable Organization Mapping to choose what is sent.
- In 3. Review & Confirm, select Create Destination.
The Pipedrive destination connects with Pipedrive OAuth. You do not need a Pipedrive API token.
What is sent
When you create the destination, Outrun sends the people and organisations already in your workspace. After that, it sends a record each time a source sync creates or changes it. See when records are sent.
- People are matched to Pipedrive persons by email address. A match is updated. Otherwise Outrun creates a new person.
- Organisations are matched to Pipedrive organisations by exact name (not case-sensitive). A match is updated. Otherwise Outrun creates a new organisation.
- After the first send, Outrun updates the same Pipedrive person or organisation each time the record changes.
Pipedrive organisations have no domain field, so two different companies with the same name are treated as one Pipedrive organisation. An organisation whose name in Outrun differs from its name in Pipedrive is not matched, so Outrun creates a new Pipedrive organisation.
If Pipedrive rejects the connection, Outrun refreshes the access once and tries again. If that also fails, reconnect your Pipedrive account.
