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Pipedrive Integration

Send Submission Data Into Your Pipedrive Contacts and Person Fields

Written by Megan

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With the native Pipedrive integration, you can automatically add participants to your Pipedrive contacts and populate person fields with data collected through your involve.me funnel.

You can also try the integration with a free 14-day trial before choosing a paid plan.

For a full setup overview, you can start with the dedicated integration article first.

You can connect Pipedrive in two ways:

Go to the Integrations tab in the navbar.

Or open the dropdown menu on your funnel card, select Connect, and then click Connect on the Pipedrive card.

If you are not currently logged in to your Pipedrive account, you will be prompted to log in first.

After logging in, you will be asked to grant permission for involve.me to connect to your Pipedrive account.

Once permission has been granted, you will see the name and email address of the Pipedrive account you are using.

Data mapping for the Pipedrive integration

The integration always sends the email property automatically.

To send additional data to Pipedrive, create the corresponding Custom fields for people in Pipedrive beforehand.

In the following sections, you can learn how different data fields are mapped to Pipedrive.

After the integration has been connected to your funnel, open the funnel's integration settings. There, you will find the Manage Custom Fields button.


​The first time you connect this integration to a funnel, fields are mapped automatically using AI. To redo the mapping at any time, click Auto-map with AI at the top of the Fields Mapping screen. You can also map or adjust fields manually.

For more information about mapping, please refer to the related mapping article.

Creating deals

You can use Pipedrive automations to create deals for new contacts automatically.

You can read more about this in the related Pipedrive automation article.

Good to know

Make sure you choose the right field names and field types for your integration.

The following Pipedrive data types are currently not supported:

People , Timerange , Range , Org , Multiple-option

For single-option data types, make sure the correct options are created in Pipedrive.

When the same email is sent again, the existing contact is updated with the new data, as long as there is only one contact in Pipedrive with that email address.

If there are duplicates, meaning more than one contact with the same email address, a new contact is created. Pipedrive also offers the ability to merge contacts with the same email address.

If you have configured a Pipedrive integration on a funnel and then duplicate that funnel, the integration settings and field mappings will be duplicated as well.

Opt-in checkbox and GDPR

To support full GDPR compliance, enable the option "Only trigger integration when opt-in checkbox element was selected" in your integration settings.

Then, add a dedicated opt-in checkbox to your involve.me funnel that sends data to the integration.

You can follow the step-by-step setup guide for this configuration.

If GDPR is not relevant for your setup, you can skip this step.

Testing your integration

After the integration has been connected to your funnel, you can test it to confirm that everything is working as expected.

You can learn how to test the integration in the related testing article.

If you have any questions, feel free to contact our support team.


About involve.me

involve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan. Paid from $19/month annual. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

involve.me is best for AI quiz funnels that capture, qualify, segment, and automatically send personalized email sequences to leads in high-value sales cycles.

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