Connect Pipedrive

Connecting Pipedrive lets Klarvyn attribute your deals and booked activities back to the campaigns that created them.

1. In Klarvyn, go to Settings → Integrations and click Connect on the Pipedrive card.

2. A Pipedrive window opens. Sign in and approve the requested permissions. Webhooks are registered automatically — nothing to set up in Pipedrive.

3. Open Configure on the Pipedrive card to fine-tune what’s tracked:

   • Event Sync Settings — Contacts, Deals and Activities are all on by default.
   • Pipelines — narrow tracking to specific pipelines, or leave empty to track all of them.
   • Call Activity Types — pick which Pipedrive activity types (e.g. Call, Meeting) should become call events in Klarvyn.

4. Create a test person in Pipedrive — it appears in Contacts within seconds.

What flows in

• Persons become contacts (created and updated).
• Deals feed the pipeline widget and attribution reports — creation, stage changes and won/lost, with the deal’s value.
• Activities of your selected types become call events, including cancellations and reschedules.

Good to know

• Select call activity types. Nothing is selected after connect, so no call events are recorded until you pick activity types in Configure.
• Deals need a person with an email. Klarvyn matches a deal to a contact through the person’s email (or a person already synced to Klarvyn). Deals whose person has no email and was never synced can’t be attributed.
• Persons with neither email nor phone are skipped entirely.
• Deal values don’t book revenue. Won deals show up in pipeline reporting; actual revenue comes from your payment integration (e.g. Stripe), so nothing is double-counted.
• Disconnect removes the webhooks in Pipedrive too. Already-recorded events are kept.