Why integrate with Pipedrive?

Specter's Pipedrive Integration creates a dynamic two-way data flow. We pull every record from Pipedrive into Specter for real-time enrichment, giving you a unique, growth-ranked view of your Pipedrive workspace.

You can also push enriched data, whether it's a single company, a person, or a bulk search, back into Pipedrive. You can automatically enrich Saved Searches and Lists so that any new results or updates are automatically pushed, keeping your data fresh and up to date in both systems.

Who can connect the integration?

Only Pipedrive admins can authorise the connection. If you're not an admin, ask your Pipedrive admin to complete setup, or request admin rights via Settings → Team in Specter. Admins are marked with an "Admin" badge next to their name.

Step 1: Go to your Integrations Page

Navigate to Integrations in Specter and click Connect on the Pipedrive card.

In the pop-up, choose your authentication method:
- OAuth 2.0 (recommended),
- or API Token

Step 2: Authorize & Confirm

Review the permissions Specter is requesting and click Allow and Install to confirm.

What does Specter need access to?

Specter uses Pipedrive's API to write records into your workspace. The permissions requested cover:

Reading your existing lists and workspaces (so Specter knows where to push records)
Creating and updating records in Pipedrive

Specter does not read or export data from Pipedrive.

Step 3: Record Mapping

Once connected, you'll land on the Push Setup wizard. Click Add destination next to the entity you want to configure.

Push Setup screen with Companies, People, and Investors rows

Select the appropriate Pipedrive record type from the dropdown:

For Specter company data, select Organizations (Recommended)
For Specter people data, select People (Recommended)
For Specter investor data, select Organizations (Recommended)

Record type dropdown showing Organizations and People

Step 4: Set Matching Rules

Specter uses a key field to find and update existing Pipedrive records.

For Companies, People and Investors → select Search Term.

Step 5: New Record Creation

Push mode controls what happens when Specter finds a record that doesn't already exist in your Pipedrive CRM.

Create + Update: Specter updates matched records and creates new Pipedrive records for any unmatched entries. Choose this if you want to capture every new prospect Specter finds.
Update Only: Specter updates matched records and skips unmatched entries. Choose this if you only want to enrich what's already in Pipedrive, keeping your CRM free of unvetted prospects.

Step 6: Field Mapping

Select which Specter data points you want to push to Pipedrive by mapping them to the appropriate fields.

❗Check your data mapping❗

Make sure each field is mapped to the correct data type to avoid errors.

Examples:

A LinkedIn URL should be mapped to a URL/website field
A Last Funding Date should be mapped to a date field

If the data types don’t match (e.g. sending text into a date field), the push will fail.

Step 7: (Optional) Add to a Pipedrive Pipeline

Select a Pipedrive pipeline and stage from the dropdown to automatically add all new or updated Specter records to it. Leave blank to skip.

Add to Lists showing Pipeline > Sales pipeline > Qualified

Step 8: Save Mapping

Click Save Mapping to apply your settings for this entity.

Repeat Steps 3–8 for any additional entities (People, Investors) you want to push. Once all your destinations are configured, click Continue → on the Push Setup screen.

Push Setup overview with Organizations configured

Step 9: Pull (Import) Pipedrive data into Specter

Pull Setup imports your Pipedrive records into Specter’s My CRM for enrichment. You can sync multiple Pipedrive lists at the same time for example, your deal flow, portfolio, and watchlist in parallel.

For each source, configure:

Sync source: Choose the Pipedrive record type to import (Organizations or People)
Sync matching field: Select Automatic to let Specter match using domain or LinkedIn URL, or choose a Custom field if you rely on a non-standard identifier
Sync frequency: Define how often Specter pulls updates (Weekly by default)

Once your sources are added, click Pull Now to run the first sync immediately.

Step 10: Review Integration Activity

The Integration Activity screen shows a log of your recent syncs, scheduled enrichments, and push statuses. Click Continue when you are ready to proceed.

Click More Info next to any sync entry to open the detailed breakdown. You’ll see a step-by-step breakdown of each sync (e.g. matching, creating, updating), along with record-level details. This helps you quickly spot where a sync failed, identify any issues, and understand exactly how your data was processed.