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Pipedrive Integration

Pipedrive Integration

Learn how to send events from Pipedrive to Cometly.

Updated today

This guide will walk you through integrating Pipedrive with Cometly using webhooks. By setting up a webhook in Pipedrive, you can seamlessly send event data directly to Cometly for advanced tracking and attribution.

In this guide we will cover three use cases for sending events from Keap to Cometly.

1. Leads (triggers when new lead is created in Pipedrive)

2. Deal Created (triggers when a new deal is created in Pipedrive)

3. Deal Closed Won (triggers when when a deal is moved to a Won in Pipedrive)

Send Lead Events

Access the Webhooks Section
1. Log into your Pipedrive account.
2. Navigate to the Tools and Apps section in the left-hand menu and click Automations
3. Click on Webhooks under the Tools section. And click + Webhook in the top right.
Add a New Webhook
1. From the dropdown menu, select Automated Webhook (for automation-based triggers).
2. Enter a Webhook Name (you can call it Cometly - Leads). In the step below you will setup the Cometly Webhook. After you place the Cometly Webhook, click Save.
  1. (do not add anything into the HTTP Auth Username or HTTP Auth Password fields, leave the fields blank)
3. When you are adding the Cometly Webhook and get the error below, please add a / to the end of the webhook URL.
Set up Cometly Webhook
1. Refer to our Cometly Webhooks Guide for detailed instructions on:
  - Creating your webhook in Cometly
  - Selecting the event (or creating event) for the webhook
  - Mapping the webhook data to the appropriate fields in Cometly.
  - Setting up filters to ensure only the desired data is tracked.
2. Important: When you get to the step where you can retreive your Cometly webhook, come back to go to the next step before mapping & configuring filters for the Webhook in Cometly.
Setup Automation in Pipedrive
1. After you have created your webhook, click Automations
2. Click + Automation
3. Choose Lead as the Event trigger
4. Follow the Event trigger setup steps:
  - Select Triggered by any user
  - Select Added for the Event
  - Click Apply trigger
5. Instant conditions: If you have multiple pipelines, make sure to configure the conditions to target the specific pipeline you want to send events to Cometly.
6. Click the (+) sign to add an action step, and click Action
7. Choose Webhook
8. Chose Send webhook request
9. The following will be automatically selected, click Next
10. Choose the webhook you created for the Webhook (required) field. Choose POST for the Method (Required) field.
  - For the Body (Required) section, select Key-value. Configure the Body based on the information below:
    Key: email
    Value (dynamic): Lead contact person email
    Key: fullname
    Value (dynamic): Lead contact person name
    Key: phone
    Value (dynamic): Lead contact person phone
11. Click Apply action
12. Toggle on to set to Active and click Save
Send Data & Finish Setting Up Cometly Webhook
1. Create a new lead in your Pipedrive CRM and the data will automatically send to Cometly
2. Navigate back to the Cometly Webhooks article to finish:
  1. Mapping the webhook data to the appropriate fields in Cometly.
  2. Setting up filters to ensure only the desired data is tracked.

Send Deal Created Events

Access the Webhooks Section
1. Log into your Pipedrive account.
2. Navigate to the Tools and Apps section in the left-hand menu and click Automations
3. Click on Webhooks under the Tools section. And click + Webhook in the top right.
Add a New Webhook
1. From the dropdown menu, select Automated Webhook (for automation-based triggers).
2. Enter a Webhook Name (you can call it Cometly - Deal Created). In the step below you will setup the Cometly Webhook. After you place the Cometly Webhook, click Save.
  1. (do not add anything into the HTTP Auth Username or HTTP Auth Password fields, leave the fields blank)
3. When you are adding the Cometly Webhook and get the error below, please add a / to the end of the webhook URL.
Set up Cometly Webhook
1. Refer to our Cometly Webhooks Guide for detailed instructions on:
  - Creating your webhook in Cometly
  - Selecting the event (or creating event) for the webhook
  - Mapping the webhook data to the appropriate fields in Cometly.
  - Setting up filters to ensure only the desired data is tracked.
2. Important: When you get to the step where you can retreive your Cometly webhook, come back to go to the next step before mapping & configuring filters for the Webhook in Cometly.
Setup Automation in Pipedrive
1. After you have created your webhook, click Automations
2. Click + Automation
3. Choose Deal as the Event trigger
4. Follow the Event trigger setup steps:
  - Select Triggered by any user
  - Select Added for the Event
  - Click Apply trigger
5. Click the (+) sign to add an action step, and click Action
6. Choose Webhook
7. Chose Send webhook request
8. The following will be automatically selected, click Next
9. Choose the webhook you created for the Webhook (required) field. Choose POST for the Method (Required) field.
  - For the Body (Required) section, select Key-value. Configure the Body based on the information below:
    Key: email
    Value (dynamic): Deal contact person email
    Key: fullname
    Value (dynamic): Deal contact person name
    Key: amount
    Value (dynamic): Deal value
10. Click Apply action
11. Toggle on to set to Active and click Save
Send Data & Finish Setting Up Cometly Webhook
1. Create a new lead in your Pipedrive CRM and the data will automatically send to Cometly
2. Navigate back to the Cometly Webhooks article to finish:
  1. Mapping the webhook data to the appropriate fields in Cometly.
  2. Setting up filters to ensure only the desired data is tracked.

Send Deal Closed Won Events

Access the Webhooks Section
1. Log into your Pipedrive account.
2. Navigate to the Tools and Apps section in the left-hand menu and click Automations
3. Click on Webhooks under the Tools section. And click + Webhook in the top right.
Add a New Webhook
1. From the dropdown menu, select Automated Webhook (for automation-based triggers).
2. Enter a Webhook Name (you can call it Cometly - Deal Created). In the step below you will setup the Cometly Webhook. After you place the Cometly Webhook, click Save.
  1. (do not add anything into the HTTP Auth Username or HTTP Auth Password fields, leave the fields blank)
3. When you are adding the Cometly Webhook and get the error below, please add a / to the end of the webhook URL.
Set up Cometly Webhook
1. Refer to our Cometly Webhooks Guide for detailed instructions on:
  - Creating your webhook in Cometly
  - Selecting the event (or creating event) for the webhook
  - Mapping the webhook data to the appropriate fields in Cometly.
  - Setting up filters to ensure only the desired data is tracked.
2. Important: When you get to the step where you can retreive your Cometly webhook, come back to go to the next step before mapping & configuring filters for the Webhook in Cometly.
Setup Automation in Pipedrive
1. After you have created your webhook, click Automations
2. Click + Automation
3. Choose Deal as the Event trigger
4. Follow the Event trigger setup steps:
  - Select Triggered by any user
  - Select Updated for the Event
  - Click Apply trigger
5. Add a condition to ensure the automation proceeds only when the Deal pipeline stage name has changed to Won. Replace Won in the example stage shown in the image with the name of your specific pipeline stage that represents Closed Won Deals in your pipeline. If you have multiple pipelines, make sure to configure the conditions to target the specific pipeline you want to send events to Cometly.
6. Click the (+) sign to add an action step, and click Action
7. Choose Webhook
8. Chose Send webhook request
9. The following will be automatically selected, click Next
10. Choose the webhook you created for the Webhook (required) field. Choose POST for the Method (Required) field.
  - For the Body (Required) section, select Key-value. Configure the Body based on the information below:
    Key: email
    Value (dynamic): Deal contact person email
    Key: fullname
    Value (dynamic): Deal contact person name
    Key: amount
    Value (dynamic): Deal value
11. Click Apply action
12. Toggle on to set to Active and click Save
Send Data & Finish Setting Up Cometly Webhook
1. Create a new lead in your Pipedrive CRM and the data will automatically send to Cometly
2. Navigate back to the Cometly Webhooks article to finish:
  1. Mapping the webhook data to the appropriate fields in Cometly.
  2. Setting up filters to ensure only the desired data is tracked.

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