True Conversionsby Nexopath

Connecting Pipedrive

Pipedrive connects via OAuth. Webhooks are registered automatically -- no manual configuration is needed inside Pipedrive.

Prerequisites

  • A Pipedrive account with admin access.
  • An account already created in True Conversions.

Connection Steps

  1. In your True Conversions dashboard, go to Accounts and select the account.
  2. Click CRM Integrations in the sidebar.
  3. In the Pipedrive card, click Connect Pipedrive.
  4. You'll be redirected to Pipedrive's authorization page. Log in with your Pipedrive account if prompted.
  5. Review the permissions and click Allow and Install.
  6. You'll be redirected back to True Conversions. A success message confirms the connection.

That's it. True Conversions automatically:

  • Registers a webhook on your Pipedrive account that listens for deal status changes.
  • Creates a GCLID custom field on Pipedrive person records (if it doesn't already exist). This field stores the Google Ads click ID for offline conversion matching.

What Events Are Captured

True Conversions listens for deal won events. When a deal's status changes to "won" in Pipedrive, the webhook fires and True Conversions:

  1. Receives the deal data.
  2. Extracts the contact's email, phone, name, deal value, and GCLID (if present).
  3. Normalizes and hashes the PII.
  4. Routes the conversion to your connected ad platforms (Google Ads, Meta).

Other deal status changes (e.g., "open", "lost") are ignored.

GCLID Field

For Google Ads Enhanced Conversions to match the offline conversion back to the original ad click, the GCLID (Google Click ID) must be stored on the contact record in Pipedrive.

True Conversions creates this custom field automatically when you connect. To populate it:

  1. Install the True Conversions GTM tag on your website (see Getting Started).
  2. Ensure your form submission or CRM integration passes the gclid value into the GCLID field on the Pipedrive person record.

If you use a form-to-CRM integration (e.g., Zapier, Make, native form capture), map the gclid hidden field from your form to the Pipedrive GCLID person field.

Re-authorizing

If the OAuth token expires (typically after an extended period of inactivity), the integration status will show expired on the CRM Integrations page. Click Re-authorize to reconnect. The existing webhook is replaced automatically.

Disconnecting

Click Disconnect on the Pipedrive card. This removes the integration record from True Conversions. The webhook registered on Pipedrive will stop receiving events. To fully clean up, you can also delete the webhook manually in Pipedrive under Settings > Tools and integrations > Webhooks.