Pipedrive | CRM integrations

Overview

The Pipedrive integration automatically tracks your sales funnel and customer journey by connecting Pipedrive events to Spectacle's attribution system. When persons are created, organizations are updated, or deals progress through your pipeline, these activities are captured as attribution events in real-time.

Setup & Configuration

Connecting

You can connect your Pipedrive account to Spectacle by clicking the "Connect" button on the Pipedrive integration on your workspace's settings page.

Configuration

After connecting your Pipedrive account, you can optionally configure the following settings:

User Id Field (optional): The Pipedrive Person field where you store the internal User Id from your own system. This can be either a standard field name (like "id") or a custom field id (a 40-character hash). When configured, we will Identify any Pipedrive persons. This will make them show up on the Audiences page under Contacts.

Company Id Field (optional): Choose a Pipedrive organization field to identify companies. This can be either a standard field name (like "id") or a custom field id (a 40-character hash). When configured, we will Group any Pipedrive organizations. This will make them show up on the Audiences page under Companies.

Additional Person Fields (optional): Select custom Pipedrive person fields to sync to Spectacle. You can view and filter these properties within the platform. Custom fields are identified by their 40-character hash ids.

Additional Organization Fields (optional): Select custom Pipedrive organization fields to sync to Spectacle. You can view and filter these properties within the platform. Custom fields are identified by their 40-character hash ids.

Person Tracking

Automatic Event Generation

When persons are created or updated in Pipedrive, Spectacle automatically generates these attribution events:

Pipedrive: Person Created - When a new person is added to Pipedrive

Synced Person Properties

The following properties are automatically synced for persons:

Person id
First name
Last name
Email address (primary email prioritized)
Phone number (primary phone prioritized)
Associated organization owner id
Any configured custom fields

Organization/Company Tracking

Organization Events

Track your B2B relationships with automatic event generation for organization activities:

Pipedrive: Organization Created - When new organizations are created in Pipedrive

Synced Organization Properties

The following properties are automatically synced for organizations:

Organization Id
Organization name
Website
Any configured custom fields

Deal Progression Tracking

Deal Events

Track your sales funnel with automatic event generation for deal activities:

Pipedrive: Deal Created - When new deals are created
Pipedrive: {STAGE NAME} - When existing deals are modified

Synced Deal Properties

When deals are created or updated, the following properties are synced to both the associated person and organization:

Deal id
Deal title
Deal value
Deal currency
Deal status
Deal owner
Deal pipeline
Deal stage

Person-Organization Associations

Association Tracking

When persons are associated with organizations in Pipedrive, Spectacle tracks these organizational relationships automatically. This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.

The integration automatically:

Links persons to their associated organizations
Syncs organization owner information to person records
Tracks deal associations with both persons and organizations

Event Attribution

All Pipedrive events are automatically attributed to your marketing touchpoints, allowing you to:

Measure which campaigns generate the most qualified leads
Track the complete customer journey from first touch to closed deal
Calculate real ROI for your marketing spend
Identify which touchpoints contribute to deal progression
Analyze account-based marketing effectiveness
Understand the value of each marketing channel in your sales pipeline