Pipedrive Integration
Connect WarmySender to Pipedrive to sync prospect activity and manage your sales pipeline.
What This Integration Does:
- Create Pipedrive Persons and Deals when prospects reply to campaigns.
- Log activities (email opens, clicks, replies) on the Person record.
- Move deals through pipeline stages based on prospect engagement.
- Mark contacts as lost when emails bounce.
Setup Option 1: Direct Webhook
Step 1: Create a handler endpoint
Build a server or serverless function that receives WarmySender webhook events.
Step 2: Configure in WarmySender
• Settings > Webhooks > Create Webhook.
• Enter your endpoint URL.
• Subscribe to: reply.received, email.opened, email.clicked, email.bounced.
Step 3: Map events to Pipedrive
• reply.received → Search Person by email, create if not found, create Deal in first pipeline stage, add Activity (type: 'email', subject: 'Prospect replied')
• email.opened → Add Activity (type: 'email', subject: 'Email opened')
• email.clicked → Add Activity, move Deal to 'Interested' stage
• email.bounced → Update Person, mark Deal as Lost (reason: 'Invalid email')
Pipedrive API Basics:
- Search person: GET /v1/persons/search?term={email}
- Create person: POST /v1/persons
- Create deal: POST /v1/deals
- Add activity: POST /v1/activities
- Authentication: API token as query param or OAuth 2.0
Setup Option 2: Via Zapier
Use Zapier Webhooks (Catch Hook) trigger + Pipedrive actions. No code required.
Best Practices:
- Search by email before creating to avoid duplicates.
- Map campaign name to a custom Deal field for attribution.
- Set up Pipedrive automations to notify the deal owner when activity is logged.
- Use Pipedrive's 'Expected Close Date' based on when the reply was received.