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Pipedrive

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What this integration does

Sync classifications to Pipedrive: read person custom-field options, find-or-create a person by email, write the field and log a note.

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Prerequisites

• A Pipedrive account
• A Pipedrive API token
• Your Pipedrive company domain (e.g. acme)
• A person custom field to hold the reply status

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Step-by-step connection

1. Go to Settings → CRM sync → Pipedrive → Connect.
2. Paste your API token and company domain and save.
3. Use Test connection to verify.

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What data syncs

Pull (into Runline)

• Person custom-field options (your reply-status enum) and their labels

Push (out of Runline)

• The classification onto the person’s custom field and an activity note

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Troubleshooting

• Pipedrive 404 field not found → create the person custom field first.
• Pipedrive 401 → API token or company domain is wrong.

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Disconnect

Settings → CRM sync → Disconnect.