Pipedrive

Pushes leads as Persons in Pipedrive — upserted by email so a returning enquirer updates their existing Person — plus a Deal valued at the quote total and a note carrying the event details and proposal link.

Connecting

Recommended — OAuth: open Integrations → New integration → Pipedrive and click Connect Pipedrive — you log into your own Pipedrive account and approve access; tokens refresh automatically and are revocable from Pipedrive.

Manual fallback — API token (also your own account):

1. In Pipedrive, click your avatar (top right) → Personal preferences → API.
2. Copy your API token.
3. Note your company domain — e.g. theoldbarn.pipedrive.com (enter it in full, without https://).
4. Paste both into the integration form and save.

What gets pushed

By default, Innkept creates a Person with:

• Name — full name from the lead
• Email — added as a value with the label work
• Phone — added as a value with the label mobile (if provided)

Custom Pipedrive fields aren't populated automatically — Pipedrive's custom-field IDs are per-account, so we can't predict them. Add rows to the integration's Field mapping: the Pipedrive field key on the left, the Innkept payload value on the right — e.g. 1234abcd-event-date-field-id ← lead.event_date. Find your custom-field keys at https://<your-domain>/v1/personFields.

Deal creation

Each enquiry also creates a Deal in your default pipeline's first stage, titled from the event ("Wedding — Jane Smith (2026-09-12)"), valued at the quote total in your currency, and linked to the Person with the event note attached. Want deals routed to a specific pipeline or stage? Set up a Pipedrive workflow that moves deals whose source note mentions Innkept — or tell us; per-pipeline routing is on the list.

Errors you might see