CRM Integrations2 min read

Pipedrive Setup Guide

Connect Site2CRM to your Pipedrive account

Pipedrive Setup Guide

Connect Site2CRM to Pipedrive for seamless lead management.

What Syncs

Each new lead creates:

  • Person - name and email
  • Lead - in your Pipedrive Leads inbox, linked to the person

You qualify the lead in Pipedrive and convert it to a deal in your pipeline from there.

Setup Steps

  1. In Pipedrive, click your profile picture > Personal preferences > API
  2. Copy your personal API token
  3. In Site2CRM, go to Integrations > Pipedrive
  4. Paste the token and click Save
  5. Done - you'll see "Connected" status

Field Mapping

Form FieldPipedrive Field
NamePerson name
EmailEmail

Pipedrive Plans

Works with all Pipedrive plans:

  • Essential
  • Advanced
  • Professional
  • Enterprise

Troubleshooting

Connection issues

  • Use the Test button on the Pipedrive card to verify the token
  • If the test fails, copy a fresh token from Personal preferences > API

Leads not appearing

  • Check the Leads inbox (not Deals) and Contacts > People

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