Actions Pipedrive

The Actions Pipedrive destination allows customers to share Segment event data with Pipedrive. Segment events sent to Pipedrive will either create new Entities or update existing Entities in Pipedrive.

Benefits of Actions Pipedrive

Actions Pipedrive provides the following benefits:

• Clear mapping of data. Actions-based destinations enable you to define the mapping between the data Segment receives from your source and the data Segment sends to Pipedrive.
• Maximum event measurement. Capture more events with improved accuracy across different browsers, apps, and devices to get a unified view of your customer’s journey from page view to purchase.

Getting started

1. Sign in to your Segment Workspace
2. Click to the Catalog tab.
3. Click on the Destinations tab.
4. Use the search field to find the ‘Pipedrive’ destination. Click on the Actions Pipedrive tile.
5. Click Add Destination.
6. Select a source to connect to and click the Next button.
7. Provide a name for your Pipedrive destination and click the Create Destination button.
8. On the Settings tab, provide values in the Domain and API Token settings fields, then click the Save Changes button.
9. Navigate to the Mappings tab to configure how Segment events will be mapped to Pipedrive Entities. By default, mappings to upsert to Pipedrive’s Person, Organization and Activity Entities will already be enabled. You can configure new Mappings by clicking on the New Mapping button.
10. After you’ve configured and enabled your Mappings, click back to the Settings tab and enable the integration using the Enable Destination toggle. Segment should now start sending event data to Pipedrive.

Inserting new Entities compared to updating existing Entities

Segment uses the Match value field value as a key when creating or updating an Entity in Pipedrive. By default, the Match value will be mapped to the id field for the corresponding Entity. You can specify which Pipedrive field to use as a key using the Match field field.

Match field fields are dynamic and will populate with data from your Pipedrive account.

In the following example, Segment is configured to create or update Person Entities using the email field.

Associating Entities with other Entities

Entities such as the Deal Entity can be configured to be associated with other Entities in Pipedrive. In the example with the Deal mapping below the following will happen:

1. A Person Entity with an email address matching properties.email will be associated with the Deal Entity being created or updated.
2. An Organization Entity with an ID matching properties.org_id will be assocated with the Deal Entity being created or updated.

Destination Settings

Available Presets

Actions Pipedrive has the following presets:

Available Actions

Build your own Mappings. Combine supported triggers with the following Actions Pipedrive-supported actions:

• Create or Update Person

• Create or Update Organization

• Create or update an Activity

• Create or update Lead

• Create or update a Note

• Create or update a Deal

Create or Update Person

Update a person in Pipedrive or create them if they don’t exist yet.

Create or Update Person is a Cloud action. The default Trigger is: type = "identify"

Click to show / hide fields

Create or Update Organization

Update an organization in Pipedrive or create it if it doesn’t exist yet.

Create or Update Organization is a Cloud action. The default Trigger is: type = "group"

Click to show / hide fields

Create or update an Activity

Update an Activity in Pipedrive or create one if it doesn’t exist.

Create or update an Activity is a Cloud action. The default Trigger is: type = "track" and event = "Activity Upserted"

Click to show / hide fields

Create or update Lead

Update a Lead in Pipedrive or create it if it doesn’t exist yet.

Create or update Lead is a Cloud action. The default Trigger is: type = "identify"

Click to show / hide fields

Create or update a Note

Update a Note in Pipedrive or create it if it doesn’t exist yet.

Create or update a Note is a Cloud action. The default Trigger is: type = "track" and event = "Note Upserted"

Click to show / hide fields

Create or update a Deal

Update a Deal in Pipedrive or create it if it doesn’t exist yet.

Create or update a Deal is a Cloud action. The default Trigger is: type = "track" and event = "Deal Upserted"

Click to show / hide fields