How to enable and use the Pipedrive integration

The Pipedrive integration allows you to bring information about your leads and contacts into Front — it's like having your CRM in your inbox. The integration will match your Pipedrive customers in Front based on phone number or email.

Keep records updated in real time, and get the context you need on every conversation before you reply. You can also use rules to log Front activities to Pipedrive automatically.

You must have Front company admin permissions to set up the integration.

Step 1

Click the gear icon on the top right, then select company settings in the left sidebar. Select App store from the left menu.

Step 2

Select Pipedrive from the list of integrations. Click See details, then click Enable app to enable the integration.

Step 3

Click Sign into Pipedrive and authorize the app.

Step 4

Retrieve your Pipedrive Subdomain by logging in to the Pipedrive website.

Step 5

In the settings, select Company settings, and Company domain to find your Subdomain.

Step 6

Copy and paste your subdomain into Front. Click Save to finish enabling the Pipedrive integration.

Step 1

Select Pipedrive from the app switcher.

Step 2

Click Sign in, and log into Pipedrive. Each user will need to sign into Pipedrive themselves to begin using the integration.

The Front integration respects the permissions you set for the user in Pipedrive. For example, if a user is not permitted to see a company contact record, that record will not be shown to them in Front. 

Below is a recommended set of permissions to allow users to fully utilize the Pipedrive integration. You can set permissions for users by selecting Manage Users in your Pipedrive settings, then the Permission sets tab. Add permissions as needed for each permission set. 

With the Pipedrive integration enabled, you can now display and update information about your contacts, deals, and activities directly in Front. 

Open a conversation in Front, and you'll be able to see information about the contact in Pipedrive. The links will take you to the respective pages in the Pipedrive interface.

If that contact isn't in Pipedrive yet, you will see a button in the plugin to Create Person. After you create the contact, you will see additional options to create more activities, organization, and deals. In the case that an object is not visible to you, contact an owner or follower and have them add you as a follower — it will appear when the page reloads. 

You can manage which fields are shown in the integration by clicking on the gear icon at the top right of the Pipedrive sidebar plugin.

When you expand each object card, you'll see a list of available fields. Select the fields you want to have displayed before saving. The integration does support custom fields for Persons, Companies, and Deals.

Need to sign out? Click the same gear icon in the top right of the plugin, and click Sign out at the bottom of the panel.

Step 1

Click the gear icon on the top right of Front, then select Company or Personal in the left sidebar, depending on where you want to create your rule.

Step 2

If creating a shared rule, click Rules and macros in the left sidebar, then click Create rule. If creating an individual rule, click Rules in the left sidebar, then click Create rule.

Step 3

Select the Send to Pipedrive rule template (shared rules only) or create a rule from scratch.

Step 4

The template will automatically select triggers, conditions, and actions to get you started. You can further customize your rule by selecting specific inboxes, adding additional conditions, and more. Ensure the action Create activity in Pipedrive is included in your rule. 

This will add the content of the message as a new activity associated to the contact, assuming this contact exists.

Step 5

Click Create to save your rule.

If your integration credentials are rejected by Pipedrive, your rule will fail and give you a message saying "Pipedrive login rejected. A company admin must update the credentials in Settings > Integrations > Pipedrive." When this happens, you will see the errors in Front. To fix these errors, a company admin will need to update the integration credentials used in your Pipedrive integration settings in Front.

This feature is available on the Growth plan or above. Some legacy plans may also have this feature.