Pipedrive integration

What you can do

• Import from filters

  Start a Compelling list from a Pipedrive filter of organizations or persons, once or kept in sync.

• Write answers into fields

  Map Insight columns to Pipedrive fields and sync a list once or permanently.

• Update instead of duplicate

  Existing records are matched by domain or by a matching across several fields, for example when franchise stores share one domain.

• A Pipedrive filter per list

  Each synced list can get two dedicated filters, for persons and organizations. Compelling adds a "Compelling List IDs" field for this.

• See what Compelling touched

  An optional "Last processed by Compelling" field shows if and when each record was synced and enriched.

How to connect

1. 1In Compelling, open Integrations and choose Pipedrive.
2. 2Sign in to Pipedrive and approve access to persons and organizations.
3. 3Choose how existing records are matched: by domain or with the custom matching across several fields.
4. 4Save a default mapping, then start a list from Pipedrive or sync a list to it.

Frequently asked questions