Pipedrive

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Overview

The Pipedrive integration automatically creates Organizations and Deals in your Pipedrive CRM when ClearView identifies companies visiting your website. When a new company is detected or a lead reaches hot status, ClearView pushes the data into Pipedrive so your sales team can follow up immediately. Enrichment data like industry, company size, and lead scores are included to help prioritize outreach.

What Gets Synced

Companies created as Pipedrive Organizations
Hot leads created as Pipedrive Deals
Company name, domain, and address
Industry and employee count
Lead score as a custom field
Activity notes with visitor session data

Supported Events

Event	Description
company.identified	Fires when ClearView identifies a new company visiting your site. Creates an Organization in Pipedrive with enrichment data.
lead.hot	Fires when a lead reaches the hot threshold. Creates a Deal in Pipedrive linked to the Organization with intent data.

Prerequisites

An active Pipedrive account (any plan)
Admin or Manager role in Pipedrive to access API settings
A ClearView account with an active subscription

Setup Guide

Follow these steps to connect your Pipedrive account to ClearView:

1
Log in to Pipedrive
Open your Pipedrive account at app.pipedrive.com and sign in with your credentials.
2
Navigate to API settings
Go to Settings > Personal Preferences > API. You can find this in the top-right menu under your avatar.
3
Copy your API Token
Your personal API token is displayed on this page. Click the copy icon to copy it to your clipboard. Keep this token secure.
4
Open ClearView Integrations
In your ClearView dashboard, navigate to Settings > Integrations.
5
Find Pipedrive
Locate the Pipedrive integration card in the CRM section and click Connect.
6
Paste your API Token
In the configuration form that appears, paste your Pipedrive API Token into the API Key field.
7
Save & Connect
Click Save & Connect to store your credentials and activate the integration.
8
Test the connection
Click the Test button on the Pipedrive integration card to verify the connection is working. You should see a success message confirming ClearView can communicate with your Pipedrive account.

Data Mapping

The following fields are mapped between ClearView and Pipedrive:

ClearView Field	Pipedrive Field	Object
Company Name	Name	Organization
Domain	Address (web)	Organization
Industry	Custom: Industry	Organization
Employee Range	Custom: Employees	Organization
City / Country	Address	Organization
Lead Score	Custom: ClearView Score	Deal
Company Name	Title	Deal
Lead Status	Stage	Deal
First Seen	Custom: First Seen	Organization
Last Seen	Custom: Last Seen	Organization

Troubleshooting

Test connection fails with "401 Unauthorized"

Your API token may be invalid or expired. Go back to Pipedrive > Settings > Personal Preferences > API and generate a new token. Update the token in ClearView and try again.

Organizations are not being created

Ensure the integration is active (green "Connected" badge in Settings > Integrations). Also verify that your Pipedrive account has not hit its API rate limit. ClearView retries failed requests, but persistent failures may indicate a plan limitation.

Duplicate organizations appearing in Pipedrive

ClearView deduplicates by domain. If you already have organizations in Pipedrive without a domain set, ClearView may create new ones. Ensure existing organizations have their web address field populated.

Custom fields not appearing

ClearView creates custom fields (Industry, Employees, ClearView Score, etc.) automatically on first sync. If they do not appear, check that your Pipedrive user has permission to create custom fields.

Connection was working but stopped

Pipedrive API tokens can be regenerated, which invalidates the old token. If someone regenerated the token, update it in ClearView. Also check that your Pipedrive subscription is still active.

Need Help?

Having trouble with the Pipedrive integration? Our support team is here to help.

Contact Support