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Pipedrive

Beta — unverified against a live account. Built and unit-tested, but not yet run end-to-end against a live Pipedrive account.

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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.
The Runline side of the connection (the Settings catalogue and the connect form) is shown in Connect your first tool.
📸 Provider screenshots — to be added. We don’t reuse the provider’s own documentation images (their assets). Capture these on their site when you set up your account, then drop them in here:
  • Pipedrive → Settings → Personal preferences → API (the token)
  • Pipedrive → the person custom field for reply status

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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.