Start campaigns from Pipedrive people

Connect with a personal API token

1. In Pipedrive, open Personal preferences, then API, and copy your token.
2. In ACR, open Integrations, find Pipedrive under CRMs and press Set up. Paste the token and press Test and save.
3. Press Create the person field and webhook. ACR adds a person field, ACR Active Campaign ID, and a webhook for person changes that carries a password only ACR and Pipedrive know.
4. Press Start reading when your campaign is ready.

A Sign in with Pipedrive button appears once Growth Dept registers its Pipedrive app. The connection has been tested against a simulated Pipedrive API only.

Start and stop a person

Set ACR Active Campaign ID on a person to the campaign's ID, by hand or with a Pipedrive automation, for example when a deal reaches a stage. ACR reads the person and starts the campaign within a minute.

Clear the field, or set it to the stop value (the ID followed by -stop), and ACR stops the campaign for that person. Start and stop campaigns from a CRM field has the rules every CRM shares.

What ACR reads

ACR reads the person's primary email and phone, and first and last name. A field mapping can also read the person's other fields and custom fields, which Pipedrive names by a long field key. Custom fields are kept on the lead as context too, for start conditions and the agent.

What goes back to Pipedrive

With Log activity in Pipedrive on, calls and emails are logged as done activities on the person, and texts as notes. If the connection may not add activities, ACR adds a note instead. ACR does not mark opt-outs in Pipedrive. Disconnecting removes the webhook; the person field stays.