Overview
This article walks you through how to retrieve a user ID from Pipedrive, copy it into LGM through a custom attribute, and use Make to automatically assign the correct owner to a synced contact.
Key benefits
Automation of owner assignment for leads
Reliability across LGM, Make, and Pipedrive sync
Configure owner assignment in Pipedrive and LGM
Retrieve the user ID in Pipedrive
Go to your Pipedrive account and click your initials at the top right, then select Manage users:
Choose the teammate you want to set as the owner of the lead (the identity that launched the campaign), and click the three dots and select User overview:
Copy the user ID directly from the URL:
Important: The ID must be accurate, since Make will use it to assign the correct owner in Pipedrive.
Add the user ID inside LGM
You can now insert that ID into LGM using a custom attribute.
You may pick any custom attribute (in the example, Custom attribute 1 is used):
Tip: Always reuse the same custom attribute in your automations to keep everything organized.
When should the information be sent?
The best moment to update the owner is once the lead has been activated in an LGM campaign and synced into Pipedrive.
At that point, you can let Make update the owner automatically.
Create the Make sequence
To change the owner, you’ll need to create a custom sequence in Make.
Follow the dedicated tutorial on creating a Make sequence.
If your LGM account isn’t connected to Make yet, check out our article on how to set up the connection.
Note: Make acts as the bridge between LGM and Pipedrive to send the user ID at the right moment.
FAQs
How do I find the user ID in Pipedrive?
How do I find the user ID in Pipedrive?
Once you open User overview, look at your browser’s address bar—the user ID is displayed directly in the URL.
Can I use multiple custom attributes for multiple different owners?
Can I use multiple custom attributes for multiple different owners?
Yes! You can use as many custom attributes as you need, but keep a clear naming system to avoid confusion. You would have to create one scenario per identity.
What happens if the user ID is incorrect?
What happens if the user ID is incorrect?
Pipedrive won’t be able to update the owner. Always double-check that the ID you copied matches the intended teammate.
Is the owner updated instantly?
Is the owner updated instantly?
The update happens after the lead is activated in an LGM campaign and synced to Pipedrive. Make then processes the owner update automatically.