For the complete documentation index, see llms.txt. This page is also available as Markdown.

Pipedrive

Mobly's Pipedrive integration syncs captured leads into Pipedrive Persons and Organizations, with field mapping and qualifier mapping. Connection runs through Mobly's new integration platform.

Setup time

~15 minutes

Difficulty

Easy

Required

Pipedrive admin (or role with Persons + Organizations write access)

Status

Generally available

What you can do

  • Sync leads to Pipedrive Persons (matched by Email)

  • Sync to Organizations (by company name or domain), linking the Person automatically

  • Map Mobly fields to custom Pipedrive fields per object

  • Use Pipedrive single-option and multiple-option fields for qualifier mapping

What's not supported (yet)

  • Deal sync (use Pipedrive Workflow Automation to create Deals from Mobly-created Persons)

  • Pipeline-specific routing

  • Activity logging (calls, meetings) — see Finding Mobly activities in your CRM for what HubSpot/Salesforce/Zoho support instead

  • Running Pipedrive alongside another CRM in the same Mobly org

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