Pipedrive

Our Pipedrive integration will allow you to sync leads, people, organizations and deals between Pipedrive and Journeybee.

How It Works

Two-Way Data Sync

JourneyBee leads, deals, partners and partner contacts can sync to your chosen Pipedrive leads, organizations, people and deals on any stage and field changes in both platforms.

Pipedrive Widget

• Send leads to your partners directly within Pipedrive

• Communicate with your partners on a sales deal

• See information on your partner who has sent you the lead

Connect

1. Log into your JourneyBee account then go to Settings → Integrations

2. Select Pipedrive and click Connect. This will take you to a new window where you will be asked to login to your Pipedrive account (if you aren't already) and install the JourneyBee Integration.

   IMPORTANT: The user installing the connector must have administrator privileges.

3. Once you've accepted all the requirements, click Install and your integration will create all the required custom fields and filters automatically on your Pipedrive organisation.

   Note: If the JourneyBee custom filters or custom fields are deleted in your Pipedrive account by any users, re-install the integration starting from step 1.

4. After the installation is complete, you will be re-directed to the JourneyBee integration where you can then configure your integration.

Configuration

After connecting the integration you will be able to choose how your JourneyBee and Pipedrive workspaces communicate with each other.

Multiple tabs will be shown on the Pipedrive integration configuration page in JourneyBee. See below for further details.

Settings

Set up unique fields to disable the creation of an entity if an existing lead, person, account or deal has been identified in Pipedrive.

Partners

Choose which Pipedrive Organizations you would like to map against your JourneyBee partners.

Organizations can be synced with field changes.

Leads

Choose which Pipedrive objects you would like to map against your JourneyBee leads.

People and Pipedrive Leads can be synced with stage and field changes.

Deals

Select how your JourneyBee Deals/Leads and Pipedrive Deals sync with each other via their stage changes and field updates.

All commission changes are calculated in JourneyBee based on your commission settings and the deal amount.

Importing Partners

You can bulk import Pipedrive Organizations as partners in JourneyBee, along with their associated contacts.

How to Import Partners

1. Go to Settings → Integrations → Pipedrive

2. Navigate to the Partners tab

3. Configure how to identify partners:

   • By Label: Select a Pipedrive organization label (e.g., "Partner", "Reseller")

   • By Custom Field: Choose a custom field that identifies partner organizations

4. Click Load Partners to see available organizations

5. Select the partners you want to import

6. Click Import Selected

What Gets Imported

For each Pipedrive organization:

• A new partner is created in JourneyBee

• Associated contacts (persons linked to the organization) are imported as partner contacts

• The organization is linked for future syncing

Tips

• Only organizations with at least one contact that has a valid email address will appear

• Contacts without email addresses are skipped

• After import, changes sync automatically between Pipedrive and JourneyBee

Importing Deals

You can bulk import Pipedrive Deals for partners that have already been imported into JourneyBee.

Prerequisites

Before importing deals, you must configure Organization Association in your Pipedrive integration settings:

1. Go to Settings → Integrations → Pipedrive

2. Navigate to the Deals tab

3. Under Pipedrive Deal Partner Association, select Organization Association

4. Choose which organization field links deals to partners

5. Save your settings

How to Import Deals

1. Go to Settings → Integrations → Pipedrive

2. Navigate to the Deals tab

3. Scroll to the Import Deals section

4. You'll see a list of partners with unimported deals

5. Click Import next to a partner to import their deals

What Gets Imported

For each Pipedrive deal:

• A new lead is created in JourneyBee

• A deal is created and linked to the partner

• The Pipedrive deal is updated with a JourneyBee reference for future syncing

Import Troubleshooting

No partners showing for import?

• Check that you've selected a valid label or custom field filter

• Ensure organizations have contacts with valid email addresses

No deals showing for import?

• Import partners first — deals can only be imported for existing partners

• Verify that Organization Association is configured in the Deals settings

• Ensure deals in Pipedrive are linked to an organization

Import taking a long time?

• Imports run with short delays between items to avoid rate limits

• Large imports may take a few minutes to complete

Pipedrive Widget

Create leads and deals in JourneyBee directly from Pipedrive:

1. Go to a Person, Organization or Deal in Pipedrive

2. Click the top right options dropdown on the object and select JourneyBee

3. A popup will appear where you can select the partner to associate the lead or deal with and click Create

   

Once you have associated a Person, Organization or Deal in Pipedrive with a Journeybee partner, you will then be able to see the partners details and communicate with the partner directly from the widget.

Extra Features

Assign Pipedrive Owners

On a lead or deal within JourneyBee, you can assign the owner of a Pipedrive Contact/Company/Deal by going to the CRM tab in a JourneyBee lead and/or deal.

Notes

Notes created on a Journeybee lead and/or deal are also created on their linked Pipedrive objects.

Two-Way Data Sync - Pipedrive Requirements

• Creating a Pipedrive Deal requires you to have mapped the JourneyBee deal stages correctly under your integration configuration in JourneyBee.

• Associations between objects in Pipedrive are automatically created when mapped against JourneyBee leads:

Contact Us

If you have any questions or need help with the installation, please reach out to support@journeybee.io or via our in app support.