Pipedrive integration
This article explains how to integrate Pipedrive with Wooxy and enable two-way contact synchronization.
Things to know before starting
- Use of Wooxy constitutes agreement to the Terms of Use and acknowledgment of the Privacy and Anti-Spam Policies.
- Data synchronization is bidirectional: contacts are imported from Pipedrive to Wooxy, and events are reported from Wooxy to Pipedrive via Webhooks.
- The integration links the Pipedrive account exclusively with the Wooxy Default Contact List.
- Deleting a contact in Pipedrive triggers an automatic update or removal within the Wooxy Default Contact List.
- All variable values are automatically synchronized and updated.
- To sync newly created Pipedrive variables, use the refresh icon in the integration section, then map them.
- Full synchronization of Pipedrive variables requires manually naming and assigning each field during the “Match Variables” step.
- Successful contact import from Pipedrive requires at least one valid identifier: userId, email, or phoneNumber.
- Contacts synchronized from Pipedrive with a valid phoneNumber value are automatically subscribed to Viber and SMS channels.
- Pre-authorization in the Pipedrive account is recommended before initiating the integration process.
Step-by-step instructions
Navigate to the “Apps & Add-ons” page.
Press the “Pipedrive” button.
Click the “Add Integration” button.
Review the required permissions, then click “Allow and Install” to proceed with installation.
Select the desired domain from the drop-down menu.
Click the “Continue” button.
Verify all variables using the “Match variables” feature before adding them to the Wooxy Default Contact List.
Configure the webhooks to be sent to Pipedrive when specific actions are executed.
Finalize the synchronization process.
Note: If the “Continue to the App” button is displayed when starting the integration, the application is already installed. In this case, click the button, select the domain, and proceed to the variable mapping stage.
