IntegrationsCRM
Pipedrive
Push CatchIntent leads into Pipedrive as persons with full context.
Send leads to Pipedrive so they enter your pipeline with the reason and opener attached.
Connect
Open Integrations
Go to the Integrations screen and select Pipedrive.
Authorize
Sign in to Pipedrive and approve access so CatchIntent can create persons and organizations.
Confirm the connection
Pipedrive now appears as a push destination on every lead.
What gets created
| In CatchIntent | In Pipedrive |
|---|---|
| Lead | Person |
| Company | Organization |
| Reason it surfaced | Note on the person |
| Drafted opener | Note on the person |
Existing persons are updated, not duplicated.
Pushing
Push one lead from its detail view or several at once from the leads list. Pushed leads move to the Pushed status. A missing email does not block the push.