Pipedrive Integration - Documentation
Make sure you are logged into your Pipedrive account in a separate tab.
1. Go to Setup → Integrations → Pipedrive and click on the “Pipedrive Marketplace” link.
2. You will be redirected to Pipedrive Marketplace, where you need to click the “Explore Marketplace” button.
3. On the newly loaded page, type “invox” in the search field and click the “Search” button.
4. Click on the INVOX card from the search results, then click the “Authorize” button
then click “Allow and Install”.
You will be redirected back to the INVOX platform, where you need to finalize the integration settings.
Once these steps are completed, the INVOX–Pipedrive integration will be active and ready for configuration.
Integration Sections
Leads
Lead Behavior
Phone Mapping
Field Mapping: Person Leads
Field Mapping: Deal Leads
Miscellaneous
1. Leads – Call Source Configuration
Where the call source is sent
Choose where the call source should be saved:
Person
Deal
Both Person & Deal
Selecting the source field
Select the Pipedrive field where the call source will be populated.
Important: the selected field must be of type ENUM (Single Option).
This is mandatory in order to filter sales reports in Pipedrive by call source.
Click Save to apply changes.
Field options
You have two ways:
The field already exists in Pipedrive
It will appear in the dropdown and can be selected directly. The field must be of type ENUM (Single Option).
The field does not exist yet, then you have 2 options:
Create the field directly from INVOX
Click Create new Field
Enter the field name
Click OK
→ The field will be automatically created in Pipedrive as ENUM (Single Option)
Create the field in Pipedrive
Create a custom field in Pipedrive → Custom fields
Mandatory: the field must be Single Option
Important notes
If the Person already exists, the Lead Source will not be added again.
If a Person already has a Lead Source, it will not be modified or updated by future calls.
Adding source values in Pipedrive
After saving:
Open the Pipedrive account menu
Go to Personal preferences → Data fields
Select Person (or Deal, depending on your setup)
Open the field selected above
Add all the sources defined in INVOX Tracking Numbers
INVOX channels
To define new channels in INVOX, follow this guide
After creating the channels:
make sure the channels are added in the Pipedrive field you selected above
then map them in:
Field Mapping: Person Leads
Field Mapping: Deal Leads
Default sources for Dynamic Tracking Numbers
If your tracking numbers are set as Dynamic, make sure to add the following sources to the Pipedrive field you selected above:
Organic Search
Paid Search
Social
Referral
Direct
Offline
2. Lead Behavior – Existing Deals
Choose what should happen when a Person already exists in Pipedrive and has an associated Deal.
Deal exists and is Active
Add the call to this Deal
Create a new Deal
Deal exists and is Lost
Reopen the Deal
Create a new Deal
Deal exists and is Won
Reopen the Deal
Create a new Deal
3. Phone Mapping – Assigning Calls to Users
On the left side, you will see the Receiving Numbers configured in INVOX.
On the right side, select from the dropdown the corresponding Pipedrive user for each number.
This ensures that each call is assigned to the correct Pipedrive user.
4. Field Mapping: Person Leads
In this section:
map each INVOX source
to the corresponding values added to the Person ENUM field configured in step 1.
5. Field Mapping: Deal Leads
Here you will:
map each INVOX source
to the values added to the Deal ENUM field configured in step 1.
6. Miscellaneous
Pipedrive Pipeline: Select the pipeline where incoming calls should be created as Deals.
Default Stage: Select the default stage where new Deals created from calls will be placed.
Uninstalling the Integration
To uninstall the INVOX - Pipedrive integration, simply click the “Disconnect from Pipedrive” button.