Pipedrive setup guide
Mobly's Pipedrive integration syncs every captured-and-enriched lead into your Pipedrive Persons (and optionally Organizations), with field mapping, qualifier mapping, and per-event campaign sync. Connection runs through Mobly's new integration platform.
What you can do
Sync leads to Pipedrive Persons — every Mobly-captured lead becomes a Person in Pipedrive, matched by Email
Sync to Organizations — Mobly creates or updates the lead's Organization based on company name or domain, and links the Person to it
Map any Mobly field to any Pipedrive custom field — Persons and Organizations both
Use Pipedrive single-option and multiple-option fields for qualifier mapping
Toggle Automatic vs Manual sync — see Sync modes
What's not supported (yet)
Deal sync — Mobly doesn't create or update Deals; only Persons + Organizations. To turn Mobly leads into Deals, set up a Pipedrive Workflow Automation triggered when a Person is created or updated by Mobly
Pipeline-specific routing — Mobly creates Persons but doesn't route them into specific Pipelines or Stages. That's a downstream Workflow concern
Activity logging — Mobly doesn't write Pipedrive Activities (calls, meetings) for captured leads. Activity history lives in Mobly itself. For what activity logging looks like on the CRMs that support it (HubSpot, Salesforce, Zoho), see Finding Mobly activities in your CRM
Multi-integration — running Pipedrive alongside another CRM in the same Mobly org isn't supported today (one CRM per org)
Before you connect
You'll need:
A Pipedrive user with:
Admin permissions (or a custom role with create/edit access to Persons, Organizations, and any custom fields you've mapped)
A Mobly admin account to view and configure Integrations
Pipedrive permissions are role-based — confirm under Settings → Manage users that the connecting user has the right role before authorizing the connection.
Connect the integration
Go to Integrations → Pipedrive in Mobly
Click Connect on the Connect tab
Sign in to Pipedrive in the OAuth window and approve the permissions Mobly requests
Detailed walkthrough: see Connecting your CRM.
Configure data flow
Work through the tabs in order:
Mapping — match Mobly fields to Pipedrive fields. Persona section maps to Person; Company section maps to Organization.
Qualifiers — define qualifiers and map values to Pipedrive single-option/multiple-option field choices.
Campaigns — link Mobly events to Pipedrive Campaigns (if your Pipedrive plan supports the Campaigns feature) or to a custom field representing event attribution.
Sync mode — Automatic by default; switch to Manual on the Connect tab if needed.
Pipedrive-specific configuration tips
Persons + Organizations as a pair. Mobly creates both when capturing a lead with company info. Make sure your mappings cover both objects — Persona section for Person, Company section for Organization. Skipping the Organization mapping means leads sync as Persons without their company association.
Custom fields per object. Pipedrive has separate custom field schemas for Persons and Organizations. Add Mobly-specific custom fields under Settings → Data Fields before mapping, picking the right object type (Person vs Organization).
Field types. Match Mobly's TEXT/EMAIL/URL/PHONE badges to the matching Pipedrive field type. Pipedrive has a richer set of field types (Address, Date Range, Numerical, Currency) — pick the closest match for each Mobly field.
Long values. Pipedrive text fields default to 255 characters. For longer Mobly fields (notes, descriptions), change the field type to Large text (paragraph) under Settings → Data Fields.
Single-option vs multiple-option fields. Pipedrive single-option fields reject multi-value sends — use them only for Mobly qualifiers configured as Single. For Mobly qualifiers in Multiple mode, map to Pipedrive multiple-option fields.
Pipedrive Campaigns. Campaign tracking in Pipedrive varies by plan tier. If your plan doesn't include the Campaigns feature, use a custom field on the Person/Organization to capture event attribution from Mobly instead.
Troubleshooting
If a synced lead shows up in Reconciliation → Failed, see Fixing Pipedrive sync errors — there's a section per error category with the fix.
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