Pipedrive earns its keep by being a pipeline and not much else, and an integration should respect that rather than bolt a marketing suite onto the side. We create the Person and the Deal, write the enquiry into custom fields you can filter and report on, drop it into the stage your process actually starts at, and schedule the first activity so nothing sits untouched. If the same person comes back, they update the record they already have.
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— Pipedrive Integration
A pipeline that fills itself.
Website enquiries arriving in Pipedrive as a Person and a Deal, in the right stage, with the follow-up activity already on the owner’s calendar.
What we connect
01
Person & Deal creation
One submission becomes a linked Person and Deal, with the enquiry written into custom fields rather than a note.
02
Stage & owner rules
The deal opens at the stage your process really starts at, assigned by product, region or round-robin.
03
Activity scheduling
A first follow-up activity created with the deal, so a new lead is never waiting on someone remembering it.
04
Webhooks back to the site
Stage changes can push back — order status, onboarding emails, a client portal flag — not just one-way capture.
Why us for Pipedrive work
- Custom fields designed to be filtered and reported on, not free text
- Source and UTM data attached at capture, where it is still accurate
- Deduplication by email and phone, so a returner updates one record
- Retries and error notifications, so an API outage never eats a lead
- Tested against your real pipeline before we hand it over
— FAQ
Frequently asked questions
Still typing leads into Pipedrive?
Send us your pipeline stages and what your forms collect — we will connect the two.