Pipedrive Integration

meetergo integrates with Pipedrive to automatically create contacts (Persons) and deals when appointments are booked. Keep your sales pipeline updated without manual data entry.

What Gets Synced

When someone books a meeting, meetergo can create:

Connect Pipedrive

Requirements

• meetergo account with Pipedrive integration enabled
• Pipedrive account with API access
• Admin permissions to authorize apps

Connection Steps

1. Go to Settings → Integrations
2. Find Pipedrive and click Connect
3. Log in to your Pipedrive account
4. Authorize meetergo to access your Pipedrive data
5. Once connected, you'll see a green "Connected" status

Permissions Granted

meetergo requests access to:

• Create and update Persons (contacts)
• Create and update Deals
• Read Pipelines and Stages
• Read custom fields

Configure Per Meeting Type

Each meeting type can have different Pipedrive sync settings.

1. Go to Meeting Types
2. Edit your meeting type
3. Find CRM Integration or Pipedrive settings
4. Configure which records to create

Sync Options

Contact Sync

Enable to create or update a Person in Pipedrive:

• Searches for existing contact by email
• Creates new Person if not found
• Updates existing Person with latest info

Contact data includes:

• Name (first + last name)
• Email address
• Phone number (if provided)

Deal Sync

Enable to create a Deal for each booking:

• Pipeline: Select which pipeline to use
• Stage: Set the initial stage for new deals

Deal is automatically linked to the contact.

How Records Are Created

Booking Flow

When a booking is confirmed:

1. Contact Check

   • Searches Pipedrive for existing Person by email
   • Creates new Person if not found
   • Updates existing Person with any new info

2. Deal Creation (if enabled)

   • Creates Deal in selected pipeline
   • Sets configured stage
   • Links to the contact
   • Named: "FirstName LastName - email@example.com"

Pipeline and Stage Selection

Configure which pipeline and stage to use:

1. In meeting type settings, find Pipedrive options
2. Select your desired Pipeline
3. Select the Stage within that pipeline
4. Save changes

Different meeting types can use different pipelines:

• Discovery calls → Early stage pipeline
• Demo requests → Qualified pipeline
• Closing calls → Late stage pipeline

Custom Field Mapping

meetergo can sync additional data to Pipedrive custom fields:

Custom field mapping requires configuration in your Pipedrive settings. Contact support for advanced field mapping setup.

Best Practices

Match Your Sales Process

Use Appropriate Pipelines

Create separate pipelines for different use cases:

• Inbound Pipeline: For leads from booking pages
• Outbound Pipeline: For proactive outreach
• Partner Pipeline: For referral bookings

Keep Data Clean

• Use consistent naming in meeting types
• Review duplicate contacts periodically
• Archive stale deals to keep pipeline accurate

Test Your Setup

1. Create a test meeting type
2. Enable Pipedrive sync with specific pipeline/stage
3. Book a test appointment
4. Verify contact and deal appear in Pipedrive
5. Check field mapping is correct

Troubleshooting

Connection Failed

If connection fails:

1. Ensure you have API access in Pipedrive
2. Check your Pipedrive plan includes API access
3. Try disconnecting and reconnecting

Contacts Not Creating

If contacts aren't appearing:

1. Verify Contact sync is enabled on the meeting type
2. Check if duplicate detection is blocking creation
3. Search Pipedrive by email to find existing contact

Deals Not Creating

If deals aren't appearing:

1. Verify Deal sync is enabled
2. Check that a Pipeline and Stage are selected
3. Ensure the pipeline/stage still exists in Pipedrive

Wrong Pipeline or Stage

If deals appear in wrong location:

1. Check meeting type settings
2. Verify correct pipeline and stage are selected
3. Re-save the meeting type settings

Missing Custom Fields

If custom field data isn't syncing:

1. Verify custom fields exist in Pipedrive
2. Check field keys match expected format
3. Contact support for field mapping assistance

Viewing Pipelines and Stages

To select the right pipeline and stage:

1. In meetergo, go to meeting type settings
2. The Pipedrive section shows available pipelines
3. After selecting a pipeline, available stages appear
4. Select your desired stage

Pipelines and stages are pulled directly from your Pipedrive account.

Disconnecting

To remove the Pipedrive connection:

1. Go to Settings → Integrations
2. Find Pipedrive and click Disconnect
3. Confirm the disconnection

Existing records in Pipedrive remain unchanged. Future bookings won't sync until reconnected.

FAQ

Does meetergo update existing deals?

When updating appointments, meetergo can update the associated deal if one exists. New bookings always create new deals.

Can I sync to multiple pipelines?

Yes, by configuring different meeting types with different pipeline settings.

What happens with duplicate contacts?

meetergo searches by email before creating. If found, it links to the existing contact rather than creating a duplicate.

Are activities created in Pipedrive?

Currently, meetergo creates Persons and Deals. Activities can be created through Pipedrive's automation features based on deal creation.

Can I map form fields to Pipedrive?

Custom form fields can be mapped to Pipedrive custom fields. Contact support for field mapping configuration.

What if my pipeline stages change?

Update your meeting type settings to reflect the new stage IDs. Existing deals retain their original stage.

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