How to connect the Pipedrive Integration

Learn how to integrate your Firmable account with your Pipedrive account for contact and company imports

Below is a step-by-step guide detailing the process of installing the Pipedrive Integration including setup prerequisites, setup steps, and property mapping processes.

Learn more:
Connect the integration
How to map users
Mapping company (organization) properties
Mapping contact (people) properties
Create custom Firmable ID field in Pipedrive

Prerequisites

Before initiating the integration, ensure the following:

You are on a Teams or Teams Pro plan with Firmable.
You have the Admin or Integration role permission on Firmable and the Admin role in Pipedrive.
Please ensure you have logged into Pipedrive in a separate tab before integrating Firmable.

Note: If your company has multiple Admins, the app only needs to be installed once by one Admin. All other Admins and users can subsequently use it.

Integration setup

Connect the integration

Log into Pipedrive in a seperate tab.
Log into your Firmable account to begin your installation process.
Click on Manage account in the top right corner.
In the secondary menu, click on Integrations.
Locate the Pipedrive integration. Click on the Pipedrive icon to connect.
Select your Pipedrive instance and click connect.
Now your Pipedrive Integration will be connected to your Firmable account.

How to map users (optional but recommended)

Note: If users are not mapped, the default behaviour is to set record owner to the integration user.

Click on User mappings.
Select the corresponding Firmable user from the dropdown to update the Owners name field.
Repeat this step for each Firmable user and click Save mappings.
To clear user mapping, click the rubbish bin icon and click save mappings.

Mapping company (organization) properties

Next step is to review a list of Pipedrive company properties (fields) mapped to corresponding Firmable company properties (fields). Under Integrations, click on Pipedrive.
Note, Firmable will map some Pipedrive fields by default.
If a Pipedrive field is already mapped, it will be greyed out and unavailable for selection. To map it to another field, you’ll need to clear the current mapping first.
Change the pre-selected Firmable properties to connect your Pipedrive properties to via the corresponding Firmable company field dropdown.
Once you’ve reviewed all the properties you want to connect, select the Sync rule for each property that will apply whenever a user chooses to enrich a company record. The three options are:
- When blank use Firmable. This means if there is currently no value in the field for a record, Firmable data will be populated when enriched. This is the most commonly used sync rule. Note: This option works only for Enrich.
- Override from Firmable. This means regardless of whether there is or isn’t a value in the field for a record, Firmable data will override it when enriched. Note: Be wary of using this as it will override existing data you have populated in Pipedrive for that field.
- Don’t sync. You can also choose not to sync the property at all.

Click Update when done.

Note: During mapping, ensure that the data types match between Pipedrive and Firmable so that the data can be pushed to Pipedrive seamlessly without throwing any errors. Firmable supports Text, Number, and Boolean field types but for optimal compatibility, map to Text type fields in Pipedrive.

Mapping contact (people) properties

Click on Contact field mappings and review the list of HubSpot contact properties (fields) mapped to corresponding Firmable contact properties (fields).
Complete the same steps as described under Mapping company properties above in the previous step including mapping of properties and choosing sync rules.
Click Update when done.
Your Pipedrive Integration is now set up and ready for use.

Option to create custom Firmable ID field in Pipedrive

If your Pipedrive instance does not have a suitable field to capture Firmable ID, You can create a field using the following instructions. The following steps are focused on creating the custom Firmable ID field for the Account object. The same steps will need to be repeated for Contact objects also.

Log in to Pipedrive and navigate to Contacts.
Click on Organizations.
Click on the customise columns icon in the top right.
Click + custom field.
Click organization field.
Select the Text field type, name the field (for example: Firmable ID), tick Organization, and tick Add to view.
Click save.

We hope this article has helped you understand how to set up the Pipedrive integration. If you have any other questions, don't hesitate to contact us at support@firmable.com.