Pipedrive

Once Pipedrive is connected, each lead you send becomes a person in Pipedrive, linked to its organization, with its whole history in notes: the signal that found it, the campaigns it joined, each invitation and profile visit, and its LinkedIn conversation.

Before you startCopy Anchor Link

• You are an owner of your Sendable workspace.
• You can install apps in your Pipedrive company. Sendable works with what this Pipedrive user can see: the people it adds belong to them.
• Any Pipedrive plan works. Pipedrive limits how many API calls a company makes each day: see Pipedrive's daily API limit.

Connect PipedriveCopy Anchor Link

Only an owner can connect Pipedrive. Other members see the page but can't change anything.

Start the importCopy Anchor Link

Pick the leads to send. Each choice shows how many leads it sends:

Then click the button, for example Import 1,250 leads. Nothing reaches Pipedrive before that, not even new activity.

Leads in Pipedrive shows the progress, for example 400 / 1,250, and updates on its own. Then the card reads Up to date: new leads and new activity reach Pipedrive within minutes.

• Stop pauses the import. People already in Pipedrive and new activity keep syncing.
• Import 300 leads (or Resume) starts it again.
• Resync, once up to date, sends the leads missing from Pipedrive right away, including the ones Pipedrive refused.

A Sendable workspace connects one Pipedrive company, and every team sends its leads to it. It can connect Attio or HubSpot at the same time: each CRM syncs on its own.

Change the leads to sendCopy Anchor Link

Click Stop first if an import is running. Changing Leads to send or Teams sends nothing right away: if the new choice adds leads, the card shows 120 leads to import with an Import 120 leads button. Leads already in Pipedrive stay and keep syncing, whatever you choose.

With several teams, Teams limits Pipedrive to the teams you pick. Leave it empty for every team. Leads of a team you remove stay in Pipedrive but stop syncing.

What Sendable sendsCopy Anchor Link

People and organizationsCopy Anchor Link

Every lead you chose to send is sent, except rejected ones (see below).

• Sendable looks for the person in Pipedrive by email, then by LinkedIn profile, and creates it if none is found.
• It looks for the organization by name and creates it if none is found, with the company's website. Among several organizations of the same name, it picks the one with the company's website.
• It fills the name, email, job title, LinkedIn profile, phone number and organization only when they are empty in Pipedrive. Values already filled in Pipedrive are never overwritten. A phone number is sent only with its country code, for example +33 6 12 34 56 78.
• A new email or phone becomes the person's primary one; the other emails and phones you added in Pipedrive stay.
• When you edit one of these values in Sendable, Sendable updates it in Pipedrive too, as long as it was Sendable that wrote it and nobody changed it in Pipedrive since. A value someone changed in Pipedrive stays as it is.
• Renaming or archiving a campaign or a signal, renaming an inbox label or removing a lead from a campaign updates the Sendable fields below within minutes.

Pipedrive has no LinkedIn field on people: Sendable writes the profile to your LinkedIn person field when you have one (also LinkedIn URL or LinkedIn profile), and adds a LinkedIn field otherwise. The job title goes to Pipedrive's own Job title when your company uses contact sync, otherwise to a Job title field that Sendable adds.

Each Sendable custom field with a value becomes a person field, named after it with (Sendable) at the end, for example Industry (Sendable). It follows the value in Sendable. If you rename the custom field in Sendable, a new field with the new name is added in Pipedrive.

The Notes of a lead are added as a note on the person, updated when you edit them in Sendable.

Sendable fieldsCopy Anchor Link

Sendable adds these person fields in Pipedrive, so you can filter and segment on them. They are kept up to date.

Sendable labels, Sendable campaigns and Sendable signals appear in Pipedrive with the first lead that has one.

If you rename one of these fields or change its type in Pipedrive, Sendable stops writing to it and adds a new one with the original name.

ActivityCopy Anchor Link

Activity is added as notes on the person, also shown on its organization, at the date it happened. Notes don't appear in your Activities list or in your activity goals.

Images, voice messages, videos and attachments are mentioned in the conversation but not uploaded. Group conversations are not sent.

When a lead is sent for the first time, its whole history comes with it.

Rejected and deleted leadsCopy Anchor Link

A lead is rejected when it has been excluded or blacklisted everywhere it appears and has no conversation. Rejected leads are not sent.

When a lead already in Pipedrive becomes rejected, or is deleted in Sendable:

• if Sendable created the person, the person is deleted from Pipedrive, with anything added to it there;
• if the person was already in Pipedrive, it stays, with its notes, and is no longer updated.

Skip people already in PipedriveCopy Anchor Link

A signal can skip the people you already have in Pipedrive, so you don't prospect your customers or your open deals again. In the signal's Agent step, under Exclude, in the CRM section, turn on Already in Pipedrive. The switch shows once Pipedrive is connected.

• Sendable compares the LinkedIn profile of each person found with the LinkedIn field of the people in your Pipedrive company. People without a LinkedIn profile in Pipedrive can't be matched.
• People Sendable itself added to Pipedrive are not skipped: the other rules, like Already contacted, take care of them.
• Skipped people count as Already in your CRM in the signal's Not matched details and use no credit.

The first time a signal uses it, Sendable reads the people of your Pipedrive company, which takes a few minutes for a large company. People added in Pipedrive, or whose LinkedIn profile changes, are picked up within minutes.

Open a lead in PipedriveCopy Anchor Link

In Sendable, the lead sheet shows a Pipedrive button once the lead is in Pipedrive: Open in Pipedrive opens the person in a new tab.

If Pipedrive refused the lead, the button is orange and reads Not in Pipedrive, with the reason. It opens the Pipedrive settings.

From Pipedrive, the Sendable lead field of the person and the Open in Sendable link of each note open the lead in Sendable.

Pipedrive's daily API limitCopy Anchor Link

Pipedrive limits how many API calls a company makes each day, depending on its plan and number of seats. Every tool connected to your Pipedrive shares this budget. Sendable never uses all of it: once a quarter of the day's budget is left, it pauses and leaves the rest to your other tools.

During the pause, the Pipedrive page reads Pipedrive's daily API limit is reached and the import Sync paused. Sendable tries again every hour and resumes on its own once Pipedrive renews the budget. New leads and activity wait, nothing is lost.

A large import can take several days on a small plan: about 300 leads a day for one seat of the Lite plan, more with each seat or a higher plan. Pipedrive emails your admins when the company's budget runs low.

Leads Pipedrive refusedCopy Anchor Link

Pipedrive sometimes refuses a lead, for example when a value doesn't match a rule of your Pipedrive company. The Leads in Pipedrive card then shows how many leads are not in Pipedrive, and owners see each lead with the reason Pipedrive gave.

Fix the value in Sendable and the lead is sent again on its own. If the problem was on the Pipedrive side, an owner clicks Resync once it is solved.

Disconnect PipedriveCopy Anchor Link

An owner can click Disconnect on the Pipedrive page. Sendable stops sending leads and activity and uninstalls itself from Pipedrive. What is already in Pipedrive stays there.

If you connect the same Pipedrive company again later, Sendable first checks what is still there. People still in Pipedrive stay linked to their leads, so nothing is sent twice. Leads whose person was deleted in Pipedrive while Sendable was disconnected are sent again. As after a first connection, you choose the leads and start the import yourself.

If you reconnect while Sendable is still deleting the people it added, the deletion stops.

To also remove what Sendable added, tick Also delete the people and companies Sendable added to Pipedrive before you click Disconnect and delete. Sendable deletes every person it created in Pipedrive, then the organizations it created, unless a person or a deal is still linked to them, and uninstalls itself last. What you already had in Pipedrive stays.

Changes made in PipedriveCopy Anchor Link

• When you delete a person in Pipedrive, Sendable doesn't add it back, even if the lead changes in Sendable. Reconnecting Pipedrive is the only exception: it sends again the leads whose person is gone.
• When you merge two people in Pipedrive, Sendable keeps syncing the merged person. If one of them was yours, the merged person stays yours: Sendable never deletes it, not even with Disconnect and delete.

Pipedrive tells Sendable about the people that the Pipedrive user who connected Sendable can see.

Sendable doesn't bring values edited in Pipedrive back into Sendable.

PermissionsCopy Anchor Link

Sendable asks Pipedrive for access to:

• contacts (people and organizations), to find, create and update them, and to add notes;
• contact fields, to add the Sendable fields;
• webhooks, to be told when a person is deleted, merged or changes LinkedIn profile.

TroubleshootingCopy Anchor Link

Reconnecting with a different Pipedrive company starts from scratch: nothing is carried over from the previous one.