Send leads to Pipedrive
A chat lead becomes a person, an organization, a deal, or a lead in the Leads Inbox.
What you need
An API token: Pipedrive, your profile menu, Personal preferences, then the API tab.
It is a personal token and it has no scopes to tick -- it simply acts as the person who made it. That has one consequence worth knowing before you paste it: a token made by a user who cannot see a pipeline cannot write into it either, and the refusal will talk about the record rather than about the person.
The token goes in a header, never in the URL. A secret in a query string is a secret in every access log between here and Pipedrive.
Connect and route
- In Destinations, connect Pipedrive with the token.
- Pick the record type: Person, Organization, Deal, or Lead.
- Create a route -- which leads it takes, and where they land.
- Map the fields. They are read from your account, custom fields included.
The Leads Inbox
A Pipedrive lead cannot exist on its own: it needs a title and a person or an organization to belong to. So when a route points at Lead, two things happen in order -- the person is created first, from the fields you mapped, and then the lead is created attached to that person. It arrives in the Leads Inbox the way one created by hand does.
The lead's title is whatever you mapped to Lead title, or the person's name followed by (WelcomeAI) when you mapped nothing.
Dropdowns
Pipedrive stores a dropdown answer as the id of the option, never as its label. The mapper reads the options from your account and translates, so mapping "How did you hear about us?" onto a dropdown works -- as long as the answer matches one of the options.
An answer Pipedrive has no option for is left out and named in the dispatch log, rather than sent and refused. One empty field beats a lead that never arrived.
What it does not do
It creates a record per lead; it does not merge. Pipedrive's own merge tools are where two records become one, and we do not guess that two people are the same person. It also does not move a deal along a pipeline: creating a deal is one thing, and deciding it has progressed is a sales judgement rather than a chat one.