What the integration does
Connect Pipedrive once and your people become leads you can put into email, LinkedIn and WhatsApp sequences, with no CSV exports. Sequenz reads from Pipedrive, and the one thing it writes back is an activity on the person for each touch.
Sequenz reads from Pipedrive
- Peoplebecome leads you can put into campaigns
- Organizationsgive each lead its company
- Dealsa stage change can start a campaign
- Activitiesread to keep the sync current
Sequenz writes to Pipedrive
- Activitiesone for each touch, on the person
Nothing else.
After the first import, Sequenz pulls what changed in Pipedrive every 15 min on Growth, every 5 min on Scale and every 1 min on Enterprise. A person who is already a lead is updated, never added twice.
Before you start
- A Sequenz workspace on Growth or higher (from €69 per seat a month, or €55 billed yearly). CRM sync is not part of the 14-day trial or Starter; on those you can bring leads in from a CSV file or a Google Sheet instead.
- A Pipedrive account you can sign in to, in the company you want to connect.
- One CRM per workspace: if HubSpot is connected, disconnect it first.
Connect Pipedrive
- In Sequenz, open Automations, then Channels, then CRM.
- Next to Pipedrive, click Connect. Sequenz sends you to Pipedrive.
- Sign in to Pipedrive, choose the company you want to connect, and click Allow.
- Back in Sequenz, pick the Data region for your CRM data, then accept Pipedrive’s data processing terms under Data processing terms.
- Click Connect Pipedrive. The first import starts straight away and runs in the background, so you can keep working while it finishes.
A Pipedrive company can be connected to one Sequenz workspace at a time. If it is already connected elsewhere, Sequenz says so and does not connect it twice.
Put Pipedrive people into a campaign
- Open Campaigns and click New campaign.
- In the first step, choose Import leads into a new list, then From your CRM.
- Pick your Pipedrive connection. You can narrow the people by their status in Sequenz, for example only New. Sequenz shows how many match and a few of them.
- Name the list and click Add. One add takes up to 10,000 people. People who opted out or bounced join the list, but no campaign contacts them.
To add people to a campaign you already have, open it, go to its Leads tab and choose Add leads. Nothing is sent until you launch the campaign.
What Sequenz writes to Pipedrive
Each email sent, open, reply and bounce, each WhatsApp message, each completed LinkedIn task and each booked meeting is added to the person in Pipedrive as an activity. They are collected and sent in small batches, so expect them within about an hour. A workspace admin can switch any of these kinds off under Details on the connection. A campaign’s Write to CRM step can also log a note on the person, which arrives as an activity too.
Sequenz only adds activities to Pipedrive. It never edits or deletes your people, organizations or deals, and it never creates custom fields or objects.
Disconnect or uninstall
Either way works, and both end the connection the same way:
- In Sequenz, open Channels, then CRM, and click Disconnect.
- In Pipedrive, uninstall Sequenz from Tools and apps. Pipedrive tells Sequenz, and the connection is disconnected.
Sequenz then asks Pipedrive to end its access and deletes the sign-in tokens it stored. Leads already imported stay in Sequenz until you delete them.
Your data
The primary home of your data is the UK (London). The tokens Pipedrive gives us are stored encrypted, and Sequenz never sees your Pipedrive password. Read how we handle personal data in our privacy notice, and the data processing agreement that covers your workspace.
Help and support
Write to info@sequenz.ai or use the contact form. Tell us your workspace name and what you saw; never send a password.