How to enable and use the Pipedrive integration

Like other integrations, you need to be an admin in order to enable the Pipedrive integration.

The Pipedrive integration allows you to bring information about your leads and contacts into Front, and trigger automated actions with rules.


Step 1

Go into your Settings and select Integrations. Click Pipedrive, and Enable integration.

Step 2 

Retrieve your Pipedrive API Key and Subdomain by logging in to the Pipedrive website.

Step 3

Select API.

Step 4

Copy and paste the API Key into Front.

Step 5

Now, select Company settings, and Company domain to find your Subdomain. Copy and paste that into Front. 

Step 6

Click Save to finish enabling the Pipedrive integration.

Step 7

You can now display information about your contacts directly in Front. Open the right pane by clicking on the arrow located on the top right corner of your Front interface.

You will be able to see the information available in Pipedrive and tied to the current message in Front. The links will take you to the respective pages in the Pipedrive interface. If that contact isn't in Pipedrive yet, you can create the contact.

Step 8

If you link your Pipedrive account, new actions will appear in rules. Go to Settings, select Rules, and Add a team rule.

Step 9

Define conditions and select Create activity in Pipedrive as the action. This will add the content of the message as a new activity associated to the contact, assuming this contact exists.

15replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hello

     

    We are testing the integration with PIPEDRIVE.

     

    We can see that in fact when we receive an email from a person that is already in PIPEDRIVE that DEALS are showned in the right column of FRONT.

     

    But how can we associate/transfer that particular email to the correspondent DEAL IN pipedrive ?

     

    Also when we answer a particular email, how can we automatic transfer/copy the email to the correspendent deal in Pipedrive ?

     

    Compliments

    Miguel Soares

    Reply Like
  • Hi Miguel,

    It appears there's a bug with our Pipedrive integration. It's not attaching activities to deals anymore. We will fix this before the weekend. An activity exists, it will be attached to both a deal and a person. 

    When a rule creates a Pipedrive activity for a inbound email, it links this activity to the user (it has to exist) as well as the first opened deal this person is attached to, if any. I suggest you use the same rule that will go like this: if an outbound message is triggered from a given inbox, then create activity in Pipedrive.

    Reply Like
  • HI there,

    We have some custom fields for contacts in Pipedrive. How can we edit them from Front?

    Reply Like 1
  • Svetlana Malakhova Front doesn't support this feature right now.

    Reply Like
  • I think we've uncovered a pretty significant flaw with the Pipedrive integration.

    Contacts - Whenever anyone on the team creates a Pipedrive contact through Front (using the Pipedrive integration) - That contact is assigned to me in Pipedrive, not the team member that made the contact. Also, once the contact is created, that team member can't see the contact in Pipedrive because the contact's visibility is set to "Owner and followers". So, when they click the name after it has been created, they are sent to a screen notifying them that the item is not visible...

    So, as the account owner, I would have to go into these contacts myself, after they have been created and change the visibility and owner of the deal.

     

    Deals - Same goes when adding deals - when a teammate creates a deal, I am added as the owner. However, in this case, the visibility is set to "Entire Company" so the team member has the ability to see the deal, but still needs to go in and modify the ownership.

    Also, when creating deals in Pipedrive for a contact, the contact's organization is automatically linked to the deal as well. When creating the deal through Front, this doesn't happen, and we have to go in and manually add it.

    --

    Sorry if this is already a known issue, but I wanted to bring it to your attention.

    Reply Like 1
  • Micah Kohne Hi there! Currently, we don't pass owner_id when we create a person in Pipedrive, which I think is what you're referring to. I'd be happy to share this as a feature request to our product team. 

    Reply Like
  • Cori Morris 

    That would be useful - but at the very least, the contact should be visible to the whole company so that the person that created the contact could view them.

    Reply Like 1
  • Micah Kohne,

    Front mirrors the permissions that you have set up for users on your Pipedrive team, but anyone with access to contacts owned by the authenticating user should be able to see them. Be sure to change the dropdown in the upper right corner of your contacts panel to "Everyone" since it defaults to showing you only the contacts you own. 

    Reply Like
  • Guess I'm confused on this Cori Morris - I have the default visibility set to "Entire Company" in the Pipedrive user permissions.

     

    Reply Like
  • Micah Kohne I think it's best if we move this to email so that we don't share private information here. Can you please share a screenshot of your contacts panel with us? Send it to team@frontapp.com and we'll help you there :-)

    Reply Like
  • WOW. Finally figured this out. You're missing a step in the instructions. I've been trying to find a "Z - Pipedrive" inbox or make it appear by tinkering with the integration. It needs to be clarified in the documentation that the inbox can be any of the inboxes you have set up. . . 

    Reply Like
  • Hmm....still doesn't work. Everything is entered, and the rule is created. However, it's not allowing me to create anybody as a contact in Pipedrive unless they have subscribed in Intercom. Uncool!

    Reply Like
  • Tim Berman Hey! Your Customer Success Manager is going to reach out to schedule a call and help you set up your Pipedrive integration. 

    Reply Like
  • Hi there,

    In you product roadmap you've had committed to Pipedrive improvements but then moved this card back to Ideas&Requests. Are you still planning to add these improvements?

    Reply Like
  • Svetlana,

    Hi! We do still plan on improving the Pipedrive integration, but timing depends on hiring. We're hoping to get to it next quarter.

    Reply Like
login to reply
Like1 Follow
  • 1 Liked by
  • 2 mths agoLast active
  • 15Replies
  • 4259Views
  • 6 Following

Welcome to the Front community!

Whether you're already a Front customer or interested in becoming one, this is your place to come together and discuss the software, register for webinars, and get support from our help center.

If at any point you need assistance, don't hesitate to email us at team@frontapp.com.