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Pipedrive - How to connect Pipedrive and what to expect?

A quick guide to our synchronization.

Written by Adrien Moreau Camard

Overview

Pipedrive is now natively synced with La Growth Machine (LGM). This means there’s no need for external tools like Zapier or webhooks to set up the connection. Everything is done automatically!

Key benefits

  • Contacts are automatically created or updated in Pipedrive.

  • Lead verification happens in your CRM before each campaign using the email or full name + company name.

  • All LGM activities are recorded directly on the Pipedrive contact timeline.

  • Full visibility of actions taken by LGM: adding leads, LinkedIn messages, responses on LinkedIn, and more.

  • Improved CRM management with a complete history in Pipedrive.


How to connect LGM to Pipedrive

To connect your Pipedrive to LGM, you need to be an administrator of your Pipedrive organization. If you’re not an administrator, invite a colleague with Admin rights as a member.

Connection steps

  1. Go to your account's CRM settings.

  2. Click on "Connect a Pipedrive account". You will be redirected to Pipedrive to select your account and link it to LGM:

Once the connection is established, you’ll need to map the fields.

Mapping the fields

You will need to choose where to update the data enriched by LGM. You can use the fields created by our integration (those starting with "LGM") or any existing fields in your CRM. You can also link custom attributes to existing properties in Pipedrive:

Activating Pipedrive in your campaign

To sync campaign data to Pipedrive, you need to enable CRM synchronization in your campaign Settings:

Once this is activated, every action performed by LGM will be recorded in Pipedrive:

Tips: You can enable the “Skip leads already in CRM” option, which allows you to automatically check whether the lead already exists in Pipedrive so that you can exclude it and stop it immediately before any messages are sent.


Advanced usage - Lifecycle tracking

Tracking the lead lifecycle in your CRM is key to optimal management. With LGM automation, you can automatically update the lifecycle of your leads based on triggers available in LGM.

Tip: This tracking allows for detailed performance reporting, including:

  • Qualified responses

  • Booked call rates

  • Revenue generated

Setting up lifecycle tracking

We recommend setting it up as follows:

  1. When a lead starts a campaign, mark it as an Opportunity in Pipedrive.

  2. If the prospect responds, LGM will automatically change the lifecycle to Lead.

  3. Your sales team will determine if the lead is qualified.

  4. If the lead is qualified and the deal is closed, update their lifecycle to Customer:

By doing this, you can now build detailed reports in Pipedrive to analyze your campaign performance.


Advanced usage - Workflow

LGM syncs everything at the contact level, but that doesn’t stop you from automating certain processes. For example, you can automatically create a Deal or assign a task to a sales team member based on LGM information.

The different stages of the lifecycle that we sync with Pipedrive are triggers that you can use in Pipedrive workflows:

Example of advanced automation

If you’re using lifecycle tracking, you can configure a workflow so that a lead qualification task is automatically assigned to your sales team when the lifecycle stage changes:

Important: If you're tracking link clicks or acceptances, you can use these actions as triggers to move the lead’s lifecycle stage. You can then automate task assignment to the sales team.

Additionally, if you want to create Deals when a lead is qualified, you can set up a workflow to automatically create the Deal whenever the lifecycle status of a lead changes. You can also automatically push leads into LGM from Pipedrive.


FAQ


Which LGM actions are logged in your Pipedrive timeline

Pipedrive does not expose a native activity type for every LGM action. LGM therefore posts actions as timeline notes on the contact record so you still see every outbound action from inside Pipedrive.

What LGM logs on the Pipedrive contact

  • LinkedIn visits, invites, messages and voice notes

  • Email sent, opened, clicked, replied, bounced

  • Call tasks completed, with their outcome

  • Lead status changes (Won, Lost, etc.)

Each note stays structured so you can read the action, the LGM identity used and the outcome at a glance.

Important: because the entries are notes, you cannot filter the Pipedrive timeline by LGM action type the same way you can on a native activity. For per-action reporting, use the LGM Performance tab or Ask Your Outbound.

Tip: keep an eye on the note timestamp if you also use another tool that posts to Pipedrive, the LGM note is clearly tagged with the LGM identity so you can tell them apart.

Note: your Pipedrive connection is scoped to the current workspace. If you manage several workspaces, you can connect Pipedrive to one and a different CRM (like HubSpot) to another. See How do Workspaces work in La Growth Machine?.

What if I am not an administrator of Pipedrive?

If you’re not an administrator, invite a colleague with admin rights to follow the connection procedure.

Can I customize fields when syncing with Pipedrive?

Yes, you can map fields according to your needs, using either the fields created by our integration (starting with "LGM") or existing fields in your CRM.

Why does LGM log in Pipedrive as notes and not as activities?

Pipedrive does not accept custom native activities for every LGM action, so LGM uses timeline notes to make sure nothing is missed.

Can I filter the Pipedrive timeline by LGM action type?

Not natively. Use the LGM Performance tab or Ask Your Outbound for per-action reporting.

Does LGM log actions on Pipedrive deals as well as on contacts?

LGM logs on the contact. Deal-level visibility follows Pipedrive's own propagation rules.

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