Pipedrive integration for deals
Turn buyers, optins and abandoned checkouts from your funnels into Pipedrive persons and deals, with the deal value, stage and custom fields set by an automation.
Pipedrive at a glance
- Type
- CRM
- Connect with
- API token + company domain
- Runs from
- Automations
- Direction
- ElasticFunnels to Pipedrive
- Records
- Persons and deals
- Lookup
- Get person by email
What the Pipedrive integration does
The integration adds Pipedrive steps to ElasticFunnels automations. A funnel event starts the automation, and the Pipedrive step writes the person, the deal or both.
- Start on a new purchase, new customer, form entry, abandoned cart, refund or chargeback
- Map name, email, phone, company and job title onto the person
- Set deal title, value, currency, stage ID and expected close date
- Pass extra data into Pipedrive custom fields
Pipedrive steps in automations
- Create deal and person
- Both in one step
- Create or update person
- Matched by email
- Create deal
- On a person ID or email
- Get person
- Look up by email
- Custom fields
- On persons and deals
How to connect Pipedrive
ElasticFunnels checks the token against your Pipedrive account when you save.
Copy your API token
In Pipedrive, copy your personal API token and note your company domain (the part before .pipedrive.com).
Connect Pipedrive
Paste both in Settings → Integrations → CRM → Pipedrive and save.
Add a Pipedrive step
Open Automations, choose a trigger such as a new purchase, add a Pipedrive step and map the fields.
Full guide: CRM integrations
Pipedrive + CRM automations
Buyers to deals
Each new purchase can open a deal with the order value on the buyer.
Optins to persons
Form entries become Pipedrive persons your reps can work.
Abandons to your pipeline
Abandoned checkouts reach Pipedrive as a deal for a follow-up call.
Skip existing contacts
Look up a person by email first and branch the automation on the result.
Other CRM integrations
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Pipedrive integration FAQ
What does the Pipedrive integration create?
Persons and deals. An ElasticFunnels automation can create or update a person, create a deal on a person, or do both in one step, and it can look up a person by email.
Which funnel events can create Pipedrive deals?
Any automation trigger: a new purchase, a new customer, a form or collection entry, an abandoned cart, a refund, a chargeback or an incoming postback.
Can I put deals in a specific stage?
Yes. The Create deal step takes a Pipedrive stage ID, plus the deal value, currency and expected close date.
Does Pipedrive send changes back to ElasticFunnels?
No. Data moves one way, from ElasticFunnels to Pipedrive. Your orders and customer records stay in ElasticFunnels.
What do I need to connect Pipedrive?
Your Pipedrive API token and company domain. ElasticFunnels tests them against your Pipedrive account when you save the integration.