The integration with Pipedrive sends every new contact from Swopi straight into your Pipedrive. A lead from the form on a web business card or a contact added manually in the dashboard is automatically created as a Person, and optionally also as a Lead in the Leads inbox.
One-way push via the Pipedrive REST API. Swopi never deletes anything in Pipedrive. The connection is native OAuth, sign in with Pipedrive and allow access, no API tokens to paste. Deduplication by email: Swopi updates an existing person instead of creating a duplicate.
#Overview
| Target CRM | Pipedrive |
| Connection | Native OAuth (Pipedrive sign-in) |
| What gets created | Person, optionally + Lead |
| Trigger | Automatically on a new contact, or manual sending of selected contacts |
| Deduplication | By email, an existing person is updated |
| Availability | Swopi Teams plan, configured by the administrator |
#Prerequisites
- the Swopi Teams plan and the administrator role,
- a Pipedrive account.
#How to connect
Dashboard → Integrations → Pipedrive:
- Click Connect Pipedrive → sign in with your Pipedrive account.
- On the Pipedrive screen allow access (Allow & Install).
- Done, you're returned to the configuration and contacts start syncing.
#Sync settings
| Option | Description |
|---|---|
| Automatic sync | Contacts are written to Pipedrive right after capture. Turn off for manual sending. |
| Primary sync object | Write contacts as a Person, or as a Person + Lead (lead in the Leads inbox). |
#Field mapping
| Field in Swopi | Pipedrive |
|---|---|
| Name | name |
email |
|
| Phone | phone |
| Company | organization (org_id) |
| Note | Note linked to the person |
Contacts are deduplicated by email, an existing person is updated, a new one is created.
#How it works
- A new lead from a business card / a manually added contact → Swopi creates/updates a person in Pipedrive (dedup by email).
- The note is saved as a Note on the person; optionally "Source: Swopi" is added.
- With the Person + Lead target, a lead is also created in the Leads inbox.
- Use Create test lead to verify the connection.
- Leads added manually in the dashboard and from a web card sync automatically; push older contacts once via Sync to CRM → Pipedrive.
- Everything is logged in Sync Logs (success/error).
#Troubleshooting
| Symptom | Resolution |
|---|---|
| "Access wasn't granted" | Sign in with Pipedrive again and allow access (Allow & Install). |
| The contact was not created | Verify that the integration is connected and automatic synchronization is on. |
| "Connection waiting to activate" | The one-time Swopi setup hasn't finished yet (activates shortly after deploy). |
#Disconnecting
In Integrations → Pipedrive click Disconnect, access is removed and writing stops; the tile returns to "Set up". Records already created in Pipedrive remain.
Integration contact: support@swopi.co
#Field mapping
Choose which Swopi field goes into which field here in the Field mapping tab (Dashboard → Integrations → this integration). How it works + the defaults: Field mapping.