pipedrive

Pipedrive is a sales-focused CRM that helps businesses manage their sales pipeline. By connecting Pipedrive with SegMetrics, you can analyze your sales campaign performance, track lead sources, and understand which touchpoints convert to customers most effectively.

SegMetrics imports your contacts, custom fields, tags, orders and more directly from Pipedrive. The integration keeps SegMetrics up-to-date with the most recent information in your Pipedrive account, ensuring you always have access to the data you need.

If you have a payment processor that doesn't connect with Pipedrive natively, SegMetrics can connect that information together using email addresses to match contacts between systems.

Key benefits:

• No special importing or tagging required - contacts just need to be in your Pipedrive account
• Automatic email-based matching with payment processors
• Complete historical data sync when first connected
• Real-time ongoing synchronization

Connecting Pipedrive to SegMetrics

Step 1: Access integrations

1. Click the gear icon in the top right corner of SegMetrics
2. Select "Integrations" from the dropdown menu

Step 2: Connect Pipedrive

1. On the Integrations page, find the CRM section
2. Click "Connect" next to Pipedrive
3. Enter your Pipedrive login details in the activation window that opens
4. Authorize the connection between SegMetrics and Pipedrive

When you first connect Pipedrive, all historical data from your account will be synced to SegMetrics.

> Pro Tip: Once connected, SegMetrics stores the synced data in its own database, allowing for accumulation of more historical data over time as additional syncs occur.

How to use Pipedrive data in SegMetrics

Once connected, Pipedrive data appears across different SegMetrics report types based on contact activities:

Report types and what they track

• Acquisition tracks newly created contacts - Shows when contacts first enter your Pipedrive CRM
• Nurture tracks contacts who received tags or list additions - Monitors your lead nurturing activities and pipeline movements
• Engagement tracks contacts who visited pages or engaged with emails - Captures website interactions and email responses from Pipedrive contacts
• Orders tracks contacts who made purchases - Links Pipedrive contacts to completed sales transactions
• Subscriptions tracks contacts who started subscriptions - Monitors recurring revenue relationships with Pipedrive contacts

This comprehensive tracking allows you to see the complete customer journey from initial contact creation through final purchase.

Connecting payment information to Pipedrive contacts

SegMetrics can automatically connect payment data from your processor to Pipedrive contacts by matching email addresses between systems.

How it works:

• SegMetrics matches the email address in your payment processor with contacts in Pipedrive
• No manual connection required - the matching happens automatically
• We recommend using whichever payment processor can act as your single source of truth

This integration ensures you can track revenue attribution back to your Pipedrive lead sources and sales activities.

Creating reports with Pipedrive data

Once your Pipedrive data is imported, you can create comprehensive reports to analyze how each touchpoint influences your sales.

Basic report setup

1. Navigate to Contacts > New Report
2. Save the report to name it for future use
3. Select filters based on dates, tags, and touchpoints
4. Apply filters to focus on specific data segments

Advanced reporting options

• Create segments based on Pipedrive custom fields and tags
• Build funnel reports to track client progression through your sales process
• Include data in custom dashboards for ongoing monitoring
• Analyze conversion rates by lead source and sales activities

Frequently Asked Questions

Q: What time zone is Pipedrive data synced in?

A: Pipedrive data is synced in UTC. SegMetrics reports display your data based on the timezone you set in your Account Settings.

Q: Do I need the SegMetrics tracking pixel to get Pipedrive data?

A: No, you don't need tracking links for basic Pipedrive data import. However, tracking links provide additional detail about which specific links contacts clicked for ads, email broadcasts, or campaigns.

Q: How much historical data syncs when I first connect?

A: All historical data from your Pipedrive account syncs when you first connect the integration. SegMetrics continues to accumulate more data over time as additional syncs occur.

Q: Can I create reports on client invoices and sales from Pipedrive?

A: Yes, you can create both contact reports and funnel reports. For invoice-focused reporting, funnel reports work well as you can map each step clients take through your process (sales call, signup, invoice, payment).

Q: How does SegMetrics match payment data with Pipedrive contacts?

A: SegMetrics automatically matches contacts using email addresses. The email in your payment processor must match the email address of the contact in Pipedrive for successful attribution.

Still need help? Contact our support team for assistance with your Pipedrive integration.

Note: This documentation was verified against Pipedrive's current API documentation and 2024-2025 feature updates in September 2025. Pipedrive regularly updates their platform - refer to Pipedrive's official API documentation for the most current technical details.