With the Pipedrive integration, you transfer organizations, persons, and deals from Pipedrive to ZEP automatically. Pipedrive is a sales CRM for managing sales pipelines and stage-based selling. Pipedrive remains the leading system for the transferred data.
Data direction:
• Customer data: Pipedrive → ZEP
• Deal and project data: Pipedrive → ZEP
Product line availability
Note: The Pipedrive integration is available in ZEP Compact and ZEP Professional. It is not included in ZEP Clock. The integration can be booked via the Self-Service Tool.
Setup and configuration are reserved for administrators.
Prerequisites
To set up the integration, you need:
Access to the Interface Marketplace in ZEP
A Pipedrive account with administrator rights
Your Pipedrive subdomain (for example yourcompany from yourcompany.pipedrive.com)
A Pipedrive API token from the personal preferences in Pipedrive or an OAuth app in your Pipedrive account
Setting up the integration
In ZEP, go to Administration > Interfaces > Interface Marketplace. Select Pipedrive and click Add. You will be guided through the booking process in the Self-Service Tool.
After booking, configure the following on the integration detail page:
Subdomain: Enter the part of your Pipedrive URL before .pipedrive.com. This defines which Pipedrive instance is addressed.
Authentication method: ZEP supports two methods — either an API token from the personal preferences in Pipedrive or an OAuth 2.0 connection with Client ID and Client Secret of a Pipedrive OAuth app. The permissions requested via OAuth are shown in the Pipedrive authorization dialog when the connection is established.
Pipeline and stages for projects: Select which Pipedrive pipeline is considered and which stage IDs trigger a deal to be created as a project in ZEP. Empty = no projects are created; all = all deals of the pipeline are synchronized.
Project start date: Choose whether the project start date in ZEP is set from the deal creation date or the expected close date.
Username mode: Defines how ZEP generates usernames for newly imported contacts — the available options are offered in the configuration dialog of the integration.
Import settings
Additionally define which time period should be considered for the data import:
Full import: All records from Pipedrive are imported.
Since last successful import: Only changes since the last import are transferred.
Import from [date]: The import starts from a date you specify.
Tip: Find the API token in Pipedrive under Personal Preferences > API. The stage IDs of your pipeline can be determined in the pipeline settings in Pipedrive — for details see the Pipedrive help.
Data transfer
The integration transfers the following data from Pipedrive into ZEP:
Organizations as customers
After setup, Pipedrive synchronizes the following customer master data to ZEP:
Organization name
Customer number (Pipedrive organization ID)
Phone number
Address
Website
Remarks
Linked persons as Contact Persons
The Pipedrive organization ID is used as the customer number, which is immutable in Pipedrive. The customer number can be changed in ZEP — synchronization will continue to work.
Persons as Contact Persons
Persons are a separate object in Pipedrive — they can be created and managed independently of organizations, but are typically linked to one. ZEP imports Pipedrive persons as customer Contact Persons and assigns them to the matching customer based on the associated organization.
The following fields are transferred:
First and last name
Email address
Phone number
Job title
Deals as projects
If you have configured pipeline stages for project creation, ZEP creates new projects from Pipedrive deals. The following fields are transferred:
Short form (Pipedrive deal ID, adjustable in ZEP afterwards without affecting the sync)
Name (deal title)
Customer (linked organization)
Project start date (creation or close date, depending on configuration)
Deal value as Planned total rates in the ZEP project
For projects from Pipedrive to be bookable in ZEP, tasks and project employees must still be assigned.
Synchronization and log
The integration synchronizes the data automatically in the background. On the integration detail page in the Interface Marketplace, you can see the current status as well as a detailed log of recent sync runs, including error messages if individual records could not be transferred.
From the integration detail page, the synchronization can also be triggered manually without waiting for the next automatic run.
Pipedrive is the leading system for all synchronized data. Make changes to organizations, persons, and deals in Pipedrive — ZEP picks them up automatically in the next sync.