Pipedrive

The Pipedrive connector calls the deals of one or more pipeline stages, or the leads of a lead filter, in a Dialfire campaign. The person and organization linked to each deal or lead come along. After each call the connector writes the result back to Pipedrive as an activity, and can also change fields, move the deal to another stage, add notes, book meetings and convert leads into deals.

For the principles shared by all connectors, see How connectors work.

Requirements

• A Dialfire account and a Pipedrive account.
• A Dialfire user with administrator rights.
• A Pipedrive user who can see and edit the deals, leads, persons and organizations you want to call. We recommend connecting with a Pipedrive administrator. If Pipedrive refuses the authorization, this is usually the reason.

Step 1: Prepare Pipedrive

• For deals: nothing to prepare. You choose the pipeline and the stages directly in the connector.
• For leads: create a lead filter in Pipedrive that contains the leads you want to call: go to Leads Inbox → filter menu → Create new filter.

Step 2: Connect your Pipedrive account

1. Open connect.dialfire.com/connectors/pipedrive.
2. Sign in to Dialfire with your administrator user.
3. Allow Dialfire to access your Pipedrive company account.

To connect another Pipedrive company, use Add account.

Step 3: Link deals or leads to a campaign

1. Module: choose Deals or Leads.
2. For deals, choose the pipeline and one or more stages. For leads, choose the lead filter.
3. Choose the Dialfire campaign type:
   • Basic Pipedrive Campaign: plain outbound calls.
   • Pipedrive Calendar Campaign: agents can book appointments, which become Pipedrive activities.
4. Enter the campaign title and click .

For deal bindings, Dialfire creates a filter in Pipedrive called "Dialfire campaign '…'". Please don't change or delete it; the connector keeps it up to date itself.

Step 4: Settings, fields and phone number

Open the binding with .

• Filter by stages (deals): add or remove stages at any time. The change applies from the next synchronization.
• Deal status (deals): which deals are called: Open, Won, Lost. By default only open deals.
• Fields to import: separate lists for the deal or lead, the person and the organization. Title, status, pipeline, stage, name, phone, e-mail and address are preselected. Your own Pipedrive fields are included automatically when a record has them.
• Phone number: Dialfire dials the primary phone number of the person. All other numbers of the person (work, home, mobile, other) are available in the contact as well.

How the synchronization works

• New deals in a linked stage arrive in Dialfire immediately, because Pipedrive notifies Dialfire. New leads arrive with the regular synchronization (about every 10 minutes while the campaign is being called, or when you click Synchronize).
• Changes to existing records are applied at night (between 1 and 5 am) or when you click Synchronize.
• Deals that leave the linked stages, change status or are deleted, and leads that leave the filter, are taken out of the call queue. Deleted deals go immediately; the others once two synchronizations confirm it.

What Dialfire writes to Pipedrive

After each call, when the contact passes the Pipedrive Push task:

• Call activity: a completed activity "Call in Dialfire (result)" linked to the deal or lead, the person and the organization. It contains the phone number, the duration, a link to the recording and the agent's note.
• Fields: changed values of the selected fields for the deal/lead, person and organization. Dates and counters calculated by Pipedrive are never overwritten.
• Change the stage: the stage field appears as a dropdown in the Dialfire form. When the agent picks another stage, the deal moves in Pipedrive. If the new stage isn't linked to the campaign, the deal leaves the campaign at the next synchronization.
• Convert a lead into a deal: lead campaigns have an extra result, "Convert to deal". When the call ends with it, Pipedrive converts the lead into a deal.
• Notes: if the campaign fills a note field (for example deal_note), a note is added. The same text isn't added twice.
• Meetings (calendar campaign): a booked appointment becomes a Pipedrive activity of type Meeting.
• Owner: if the campaign sets deal_user_id, the deal is assigned to that Pipedrive user.

Writing more to Pipedrive (advanced)

The Pipedrive Push task already works without changes. For special requirements open Tasks → Pipedrive Push → Script. The transform function lets you change the data before it is sent. For example, the template sets the deal status to won when the call ended with the result won.

An example of the Script view is shown in How connectors work.

The prefix of a field decides which Pipedrive object is updated:

• deal_… a deal field, for example deal_title
• person_… a person field, for example person_first_name
• organization_… an organization field, for example organization_name
• lead_… a lead field (lead campaigns)

Special fields for notes and owners. By default Pipedrive makes the user who connected Dialfire the owner of new objects.

• pd_call_user: assigns the call activity to this numeric Pipedrive user ID
• deal_note, person_note, organization_note: add a note with this text
• deal_note_user, person_note_user, organization_note_user: the numeric Pipedrive user ID of the note's author

Custom Pipedrive fields can be used the same way:

Setting up Dialfire for your calls

Each binding creates a new campaign in your Dialfire account. Log in to Dialfire and:

1. Set the caller ID for your outgoing calls.
2. Add your agents in the Users menu.
3. Check the call and recording settings of the tasks.

4. Check the contact form (menu Campaign, Form view) and make sure the fields your agents need are visible.

The campaign template already contains the Pipedrive Push task, which sends the results to the CRM after each call. You can adapt the task flow and the form to your needs at any time.

Need help?

New to Dialfire? Have a look at our documentation or contact our support team.

Troubleshooting

Situation	Solution
"No Pipedrive lead filters found"	Create a lead filter in Pipedrive (step 1), then reload the page.
"Pipedrive is currently limiting requests for this account" or "its daily request budget may be exhausted"	Pipedrive allows each company account only a limited number of requests per day. Try again later, usually the next day.
Pipedrive didn't grant the authorization	Connect with a Pipedrive administrator.
"The Pipedrive authorization is not getting anywhere"	Check that the Dialfire app is still installed in Pipedrive, then click Go to the Pipedrive authorization.
A deal is missing from the campaign	Check its status (by default only open deals) and its stage.