# 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](/docs/integrations/overview.md)


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