Pipedrive
Pipedrive
11 articles
- How to Configure Your Pipedrive IntegrationComplete guide to configure your Pipedrive integration in Enginy: sync settings, field mapping (including Leads), campaign mapping, and user mapping.
- How to Import Contacts and Companies from PipedriveSearch or use saved lists to import contacts and companies directly from Pipedrive into Enginy, without CSV exports or manual work.
- How to Fix Field Mapping Warnings and Errors in PipedriveWhen configuring Step 2: Field Mapping in your Pipedrive integration, each mapped Pipedrive field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…
- Permissions & Prerequisites for PipedriveWhat you need on the Pipedrive side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.
- Connect, reconnect, or disable PipedriveManage the Pipedrive connection from Integrations. The connected account becomes the Integration user and determines what Enginy can see and change.
- Configure Field Mapping and overwrite rules in PipedriveField Mapping tells Enginy what data to send to Pipedrive Persons and Organizations, and what happens when the destination field already has a value.
- Configure matching and associations in PipedriveMatching defines how Enginy recognizes the Persons and Organizations that already exist in Pipedrive before exporting.
- Export contacts and companies and create optional Leads in PipedriveEnginy contacts are exported as Persons and companies as Organizations. You can optionally create additional Leads.
- Import contacts and companies from PipedriveImport Persons and Organizations from Pipedrive without preparing a CSV file, using a search or a saved filter.
- Owners, Campaign Mapping, Notes, Activities, and Tasks in PipedriveThe integration can assign Owners, log messages as Notes or Activities, and write campaign information into Pipedrive fields.
- Troubleshoot Pipedrive integration warnings and errorsConfiguration warnings flag possible problems, but not all of them block saving. What each icon means and how to resolve common errors.