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 interface is included in ZEP Track, ZEP Control, ZEP Operations, and ZEP Business.
Setup and configuration require the Administration Area permission with Edit under Roles & Permissions. Administrators always have this permission.
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
Setting up the integration
In ZEP, go to Administration > Interfaces > Interface Marketplace. Select Pipedrive and click Configure.
Then configure the following on the integration detail page:
API Key: your Pipedrive API token.
Pipedrive-specific subdomain (e.g. zeptest): the part of your Pipedrive address before .pipedrive.com.
Pipedrive field containing the ZEP customer number: the name of the organization field in Pipedrive that holds the ZEP customer number. The default is ZEP Kundennummer.
Under Synchronize data, choose with Import Organizations, Import Deals and Import People which data ZEP takes over. All three are active by default.
Tip: You find the API token in Pipedrive under Personal Preferences > API.
Data transfer
The integration transfers the following data from Pipedrive into ZEP:
Organizations as customers
If Import Organizations is active, ZEP takes over the following customer master data from each organization:
Organization name
Address
Industry
Linked persons as Contact Persons
ZEP finds existing customers through the Pipedrive field you set under Pipedrive field containing the ZEP customer number. Create this field for organizations in Pipedrive and, for customers that already exist in ZEP, enter the ZEP customer number. ZEP then links the organization to the existing customer. For organizations without a matching customer, ZEP creates a new customer with the customer number PD- followed by the Pipedrive ID, for example PD-42. You can change the customer number in ZEP afterwards; the link stays in place.
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 that are linked to an organization as customer Contact Persons and assigns them to the customer of that organization.
The following fields are transferred:
First and last name
Email address
Phone number
Job title
Deals as projects
If Import Deals is active, ZEP creates a project from every Pipedrive deal and keeps it up to date with each synchronization. Transferred are:
Abbreviation: the deal title
Customer: the organization linked to the deal
Project start: the deal creation date
Project end: the expected close date
Status: the deal status (open, won, lost). If the status does not exist in ZEP yet, ZEP creates it. Newly created statuses are not bookable; change this in the project statuses if needed.
Planned receipts: the deal value with its currency
To make projects from Pipedrive bookable in ZEP, assign tasks and project team members there.
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.