Pipedrive

Manage leads, contacts, and organizations in Pipedrive directly from SyncGTM workflows and automations.

Integration: Pipedrive
Category: CRM
Authentication: SyncGTM credits — no external API key
Actions: 8
Plans: All plans, including free

What it does

Create new leads, update deal stages, add person records, and keep your sales pipeline in sync with enriched data from 40+ sources.

Pipedrive is a SyncGTM native integration — it runs on SyncGTM credits, so there is no external Pipedrive account or API key to connect.

Adding the integration creates an Action column. It behaves like any other Action column — same dynamic variables, same Auto Run triggers, same per-row test before you run the whole column.

Available actions

Action	What it does
Create Lead	Add a new lead into your Pipedrive CRM from your workflow data.
Update Lead	Edit existing lead details such as name, value, or contact status.
Delete Lead	Remove a lead from your CRM pipeline based on lead ID.
Get Leads	Retrieve leads from Pipedrive with filters for stage, owner, or status.
Create Person	Create a new contact person and associate them with leads or deals.
Update Person	Update contact info for a person already in your Pipedrive account.
Create Organization	Add a new company or organization to your CRM records.
Update Organization	Modify details for an existing company or account in your CRM.

Each action is its own column. Pick the one you need when you add the integration — you can add more than one from the same integration to a table.

The record flow

The actions above chain into the one loop every CRM integration runs: import records, search whether the record already exists, then create it if it does not or update it if it does. The full pattern is on the CRM page.

Step	Action	What to know
1. Import records	Get Leads	Retrieves leads with filters for stage, owner or status, landing them as rows. Turn on Enable Auto Import to re-run it on a frequency — new and changed records arrive on their own. See Manage scheduled imports.
2. Search for the record	Get Leads	The same action, narrowed to the one lead you are about to write. Match on parameters with operators — `is`, `is not`, `contains`, `is empty`, `greater than`. Match on something stable, a work email or a company domain, never a name or title. Returns the matching record’s ID.
3. Create or update	Create / Update Lead · Person · Organization	Pipedrive splits the write by object, so a full sync usually runs three pairs — the organization first, then the person against it, then the lead. Delete Lead is a fourth write action; keep it out of any auto-run chain.

Wire step 3 with a conditional formula column that reads the search result and outputs create when it came back empty or update when it returned an ID, then auto-run each write column off that flag. Bring the Pipedrive record ID on import — it is the key the update writes to, and matching back by name or email afterwards is how duplicates get made.

Setup

Click Add Action in the top right of your table and open the Integrations tab.
Select Pipedrive, then choose the action you want the column to run.
Map the required inputs to your existing columns using dynamic variables.
Choose whether to Auto Run the action. If you do, pick the trigger column that fires it.
Test on the first row with the play button.
Run the whole column from the ▶️ in the column header.

Integration
Attio	CRM
Close	CRM
HubSpot	CRM
Salesforce	CRM

Next steps

CRM — how this category fits into a table
Integrations — adding an integration, and the full category map
Actions — configuring and auto-running an action column
Credits — how usage is billed
Pipedrive on syncgtm.com — the product page for this integration