Pipedrive

What It Does

Creates a new lead in your Pipedrive CRM when a workflow fires, along with a linked person and organization record. Midbound checks if a person with the same email already exists — if they do and already have a lead, the action is skipped to avoid duplicates.

Authentication

OAuth2. When adding Pipedrive as a connection step in an automation, click Connect and authorize Midbound in Pipedrive. Midbound never stores your Pipedrive password.

Data Sent to Pipedrive

Person

Midbound Field	Pipedrive Field
Full name (or email as fallback)	Name
Work email	Email (label: work, primary)
Personal email	Email (label: home)
Work phone	Phone (label: work, primary)
Personal phone	Phone (label: home)
Job title	Job title
Full address (street, city, state, zip, country)	Address
LinkedIn URL	Custom: Midbound: LinkedIn URL

Organization

Midbound Field	Pipedrive Field
Company name	Name
Employee count	Employee count
Company LinkedIn URL	LinkedIn
Company industry	Custom: Midbound: Industry
Revenue range	Custom: Midbound: Revenue

Lead

Midbound Field	Pipedrive Field
"{Name} — {Company}"	Title
Created person	Person
Created organization	Organization

A visitor intelligence note is attached to the lead with engagement stats (sessions, pageviews, time on site, last seen), top 10 visited pages, UTM attribution, and active audience memberships.

Key Behaviors

• Email required — If no email address is available for the visitor, the action is silently skipped (no error).

• Deduplication — Before creating, Midbound searches Pipedrive by email. If a person already exists with a lead, the action is skipped.

• Organization matching — If a company name is provided, Midbound searches for an existing organization by name and updates it with enrichment data. If not found, a new organization is created.

• Custom fields auto-created — On first run, Midbound automatically creates custom fields for LinkedIn URL, Industry, and Revenue. This is idempotent — subsequent runs reuse the existing fields.

• Revenue formatting — Revenue values are displayed in a human-readable format (e.g., "$1M – $50M").

• Company-wide visibility — All created records are visible to your entire Pipedrive team.

Using with Workflows

1. Create an audience (e.g., "Enterprise visitors who viewed pricing")

2. Set up a workflow triggered by audience entry

3. Add Push to Pipedrive as the action

4. Matching visitors are pushed as leads — with full person and company context

Related

• Integrations Overview