Pipedrive
Sync leads and deals from Empfio into Pipedrive automatically.
Overview
The Pipedrive integration pushes new leads and bookings from Empfio into Pipedrive as persons and deals. When the AI captures a lead, a Pipedrive person is created. When a booking is confirmed, a deal is created or moved to the appropriate stage.
How it works
| Empfio event | Pipedrive action |
|---|---|
| New lead captured | Create a Person |
| Lead status changes | Update Person or Deal fields |
| Booking confirmed | Create a Deal (or update stage) |
| Booking cancelled | Update Deal stage |
Field mapping
| Empfio field | Pipedrive field |
|---|---|
| Lead name | Person → Name |
| Lead email | Person → Email |
| Lead phone | Person → Phone |
| Service | Deal → Title |
| Booking time | Deal → Expected close date |
| Lead status | Deal → Stage |
Setup
- Go to Settings → Integrations → CRM in the Empfio dashboard
- Select Pipedrive
- Enter your Pipedrive API key or connect via OAuth
- Configure which events trigger a sync
- Save
Coming soon
Some advanced features are still on the roadmap:
- Custom pipeline and stage mapping
- Bi-directional sync (Pipedrive → Empfio)
- Activity creation for bookings