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.
Like other integrations, you need to be an admin in order to enable the Pipedrive integration.
Click the gear icon on the top right of Front and into the Company settings tab, and select Integrations from the left menu.
Select Pipedrive from the list of integrations. Click to the Settings tab and toggle on Enabled.
Sign into Pipedrive and authorize the app.
Retrieve your Pipedrive Subdomain by logging in to the Pipedrive website.
In the settings, select Company settings, and Company domain to find your Subdomain.
Copy and paste your subdomain into Front. Click Save to finish enabling the Pipedrive integration.
Individual user authentication
Select Pipedrive from the integrations switcher.
Click Sign in, and log into Pipedrive. Each user will need to sign into Pipedrive themselves to begin using the integration.
Recommended user permissions
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.
Using the integration
View and update records
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.
Manage displayed fields
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.
Logging activities to Pipedrive using rules
Create a new team rule, and choose your desired When and If conditions.
For your Then condition, 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.
If your integration credentials are rejected by Pipedrive, these rules 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 shown below in Front. To fix these errors, a company admin will need to update the integration credentials used in your Pipedrive integration settings in Front.
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 ?
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.
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.
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.
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 email@example.com and we'll help you there :-)
I thought i would checkout Front. A major requirement is an integration with Pipedrive.
I'm reading this thread and not getting a good vibe as to whether I should bother evaluating the product. If Front won't work with Pipedrive properly, then I'm not about to invest my time evaluating the product.
Good luck with your hiring and feature requests. In my parlance its the same as saying "sorry, but it's not on our radar at the moment. - we can't or won't help you."
Anyway I can send ajax request with the information of the person's name, contact, email and organization to be included in a new deal when I add the deal? I am now trying to send two requests to add both a deal , and the person's details, and i have to figure out how to link them together, which is very troublesome at the moment.
tony Could you email us and include a bit more information? My initial thought is that it's not possible since we don't give API access to the Pipedrive integration, but I'm not sure I fully understand your question.
Cori Morris I've been on Front for over a year and a half, and it has never linked activities/chat/SMS/emails to deals, making the Pipedrive "integration" completely useless. Nobody at Front cares either. I have brought this up time and again, as have others. When y'all actually spent dev time trying to improve the Pipedrive integration, you still did not fix this issue, and did not solicit input from any users about it. Very disappointing.
Cori Morris another issue is that before and after the "huge upgrade" to the integration, contacts did not 2-way sync. When we update the name in Front, and add other information, it does not sync. When we add deals in Pipedrive, they do not show up in Front in the panel. I'm frankly not sure what is integrated at all.
All I've found is that Front is creating thousands of duplicate contacts and syncing activities only to those contacts. Since Front cannot see deals in Pipedrive, it is creating duplicate deals too. :(
Tim Hi Tim, sorry that your comment slipped through the cracks and we didn't get back to you earlier! We make an effort to answer all the comments we see. If the contact email saved in your Pipedrive database matches exactly the email that a customer emails with, it should find the matching contact and deal and display it in the Pipedrive integration. It might be helpful to get specific examples and conversation IDs if this isn't happening for you, so we can troubleshoot on your account. Just email us at firstname.lastname@example.org!