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Connect

1

Copy your API token

In Pipedrive, click your profile, then Personal preferences, and open the API tab (or go straight to API settings). Copy your personal API token.
2

Paste it in ManyPI

Open Integrations in the sidebar, click Pipedrive, paste the token, and click Connect.

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What you can do

Open the Pipedrive connection under Integrations and click Import Pipedrive contacts. Choose what they are:
  • Prospects to reach out to become leads you can add to campaigns.
  • Existing customers go on your do-not-contact list, so nobody you already work with gets cold email.
In Leads, tick the leads you want (or filter the list), open Export, and click Send to Pipedrive. Leads already in Pipedrive with the same email are updated, not duplicated.
Two switches on the connection, both on by default:
  • Add leads who reply positively, with their reply as a note.
  • Add leads who book a meeting, with the meeting as a note.
These run on paid plans.
Leads go to Pipedrive as people.