True Conversionsby Nexopath

Connecting Pipedrive

Pipedrive connects through OAuth. True Conversions automatically registers a deal-change webhook and creates a GCLID custom field on the person when needed.

Connect

  1. Open the account and go to Integrações de CRM (CRM Integrations).
  2. In the Pipedrive card, select Conectar Pipedrive (Connect Pipedrive).
  3. Sign in, review permissions, and select Allow and Install.

Use with Journey

With Jornada de conversão (Conversion Journey) enabled, deal-stage changes are received so configured stages can be processed. Pipedrive provides the deal_id; Journey also needs the stage and a matchable identity, such as email, phone, or a click ID.

Without an enabled Journey, the connector accepts only a deal changing to won and ignores intermediate changes.

In Journey, configure the stages that actually exist in your funnel. See Configure the Conversion Journey.

GCLID field

To improve Google Ads matching, pass the form's gclid into the person's GCLID field in Pipedrive. Install the Installation Guide and check that mapping in your form/CRM integration.

Re-authorize or disconnect

If the connection shows Expirada (Expired), select Reautorizar (Re-authorize). To disconnect, select Desconectar (Disconnect) on the card; you can also remove the webhook in Settings → Tools and integrations → Webhooks.