Pipedrive

What It Does

Pipedrive sends your contacts, deals and meetings to DURUM.ai in real time. The connection takes one click: DURUM.ai creates the webhook subscriptions in your Pipedrive account itself. There is no URL to paste.

In short:

• a person added in Pipedrive becomes a lead;
• a won deal becomes a sale (amount = deal value, product per pipeline);
• a lost deal becomes a loss;
• a meeting activity becomes a booking.

For enrichment, DURUM.ai also imports your Pipedrive users (they become reps), your pipelines and their stages, your contacts, deals, activities, notes and sent emails. This import creates no lead and no sale: events are only counted from the moment you connect.

Before You Start

• A Pipedrive account allowed to install an app. The authorization gives DURUM.ai full API access to Pipedrive (Pipedrive offers no partial permissions for this kind of connection).
• Access to DURUM.ai with an agency or client role. Rep and affiliate roles cannot connect an integration.
• Your products already created in DURUM.ai if you want to map each pipeline to a product (step 2 of the wizard).

Step-by-Step Connection

Two paths lead to the same connection.

Option A: from DURUM.ai

1. In DURUM.ai, go to Settings then Integrations.
2. On the Pipedrive card (CRM category), click Connect.
3. You are redirected to Pipedrive. Sign in and authorize the DURUM.ai app.
4. You come back to DURUM.ai with the message "Pipedrive connected". DURUM.ai has created three webhook subscriptions in your Pipedrive account: persons, deals, activities.

Option B: from the Pipedrive Marketplace

1. In the Pipedrive Marketplace, open the DURUM.ai app and click Install.
2. Authorize access. Pipedrive sends you to https://app.durum.ai/connect/pipedrive.
3. Sign in to your DURUM.ai account. The install link is valid for 1 hour and can only be used once.
4. Client account: the link is made automatically. Agency account: pick from the list the client this Pipedrive account belongs to, then click Link Pipedrive to this client.

Setup wizard

After connecting, open the integration settings (settings icon on the Pipedrive card). The wizard has three steps:

1. Role of Pipedrive for this client: Marketing, Sales or Both. A client can use another CRM for marketing and Pipedrive for sales.
2. Map Pipedrive pipelines: link each pipeline to a DURUM.ai product. At least one pipeline must be mapped to save. Without this mapping, a won deal is recorded as a sale but without a product.
3. UTM field mapping (optional): if your Pipedrive contacts carry custom fields holding the UTMs, map them to utm_source, utm_medium, utm_campaign, utm_content and utm_term. They are used when contacts are imported.

The pipelines and fields shown come from a background import of your Pipedrive account. If the wizard shows "No pipeline found", close it and try again a little later.

Verify It Works

1. In Pipedrive, create a test person with an easy-to-spot email.
2. Wait 30 seconds.
3. In DURUM.ai, open Data Logs: a lead event with source pipedrive should appear with status success.
4. Move a test deal to Won: a sale event should follow.

Captured Events

Pipedrive side	DURUM.ai event	What it feeds
Person added (person, action added)	lead	Leads. The contact is identified by its primary email or phone.
Deal moving to status won (deal)	sale	Sales. Amount = deal value, deal currency, product per the pipeline mapped in the wizard, rep = deal owner.
Deal moving to status lost (deal)	sale_lost	Losses.
Activity of type meeting added (activity)	booking	Bookings. The contact's email and phone are read from the imported contacts.
Activity of type meeting deleted	booking_cancel	Cancellations.
Person updated or deleted, deal updated without a status change, activity of another type (call, task, email)	none	Received then ignored, visible in Data Logs with status ignored.

Event types can be switched off one by one in the integration settings. A disabled event shows in Data Logs with status gated.

Troubleshooting

Problem	Solution
No event arrives	In Pipedrive, check that the three webhook subscriptions created by DURUM.ai exist and are active. Otherwise, disconnect then reconnect the integration.
Status ignored in Data Logs	Normal for an updated person, a deal that is neither won nor lost, or an activity that is not a meeting.
Booking rejected with reason ghost_booking_no_contact	The meeting is linked to a person whose email and phone DURUM.ai does not have yet. Check that the person has an email in Pipedrive and that the background import has run.
Sale recorded without a product	The wizard was not completed. Map the pipeline to a product (step 2).
Status gated	The event type is disabled in the integration settings. Turn it back on.
"This install link has expired"	The Marketplace link is valid for 1 hour. Start the install again from the Pipedrive Marketplace.
"This Pipedrive install has already been connected to a DURUM.ai account"	The link was already used. If the connection does not show in your integrations, start the install again.
"Your role does not allow connecting an integration"	Only agency and client roles can finish the connection. Ask an administrator.

FAQ

Does DURUM.ai import my Pipedrive history?

DURUM.ai imports your reps, pipelines, stages, contacts, deals, activities, notes and sent emails to enrich records. No lead, sale or booking is created from history: events are counted from the connection onward.

Where do reps come from?

Every active Pipedrive user is imported as a rep (sales role) with their name, email and phone.

I uninstall DURUM.ai from Pipedrive, what happens?

Pipedrive notifies DURUM.ai and the connection switches to status revoked. Data already received is kept.

And if I disconnect from DURUM.ai?

The webhook subscriptions created by DURUM.ai are removed from your Pipedrive account. Events from this source stop immediately.

Can I keep another CRM alongside?

Yes. Pick the role of Pipedrive in the wizard (Marketing, Sales or Both) to reflect your setup.

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