With this integration you can:
Add new campaign participants to Pipedrive
Send referral details and custom form fields to Pipedrive
Add new Pipedrive Persons and Leads to your campaign automatically
Import people who are already in Pipedrive
Count a Won deal in Pipedrive as a conversion in Viral Loops (on campaigns that track conversions)
Before you start
You need a Pipedrive account. Connect with a Pipedrive admin so Viral Loops can create the campaign fields.
Open the campaign you want to connect, then go to the Integrations step in the campaign wizard.
We recommend connecting one campaign per Pipedrive company. If two campaigns share the same company, new people and Won deals from that company may be added to both.
Connect Viral Loops to Pipedrive
In your campaign wizard, go to Integrations.
Find Pipedrive and click it.
Click Connect. You will be sent to Pipedrive to approve access.
Sign in and allow the connection. You will be redirected back to Viral Loops.
Click Next and then Finish so the campaign is saved.
When the status says Connected, new people who join this campaign are added in that company.
What we create depends on the campaign:
On a campaign that tracks conversions, we add a Person.
On any other campaign, we add a Person and a Lead linked to that Person. The Lead is named with your campaign name and the participant’s email.
Send a test contact
On the connected Pipedrive screen, click Add a test contact. Then search Pipedrive for the email shown on the screen. That is the fastest way to confirm the fields look right before you go live.
Add Pipedrive people to your campaign
The connection also works the other way.
Automatically add new contacts
Open Pipedrive in Integrations (the campaign must already be connected).
Turn on Add new subscribers to Viral Loops.
Save the campaign (Next / Finish).
When a Person or Lead is created in that Pipedrive company, we add them to the campaign with the name and email already in Pipedrive. A Lead is added through the Person it belongs to. You do not need to import them by hand.
This only applies to people created after you turn the setting on. It does not pull in your existing Pipedrive list.
Import people who are already in Pipedrive
In the Pipedrive settings, open the Import tab.
Click Import contacts. This opens the campaign dashboard import screen.
Choose Pipedrive as the source.
Choose who to import:
- Everyone (Persons & Leads)
- Persons Only
- Leads Only
Click Import.
People without an email are skipped. If the same email appears more than once, they are added once. You will get an email when a large import finishes.
Track conversions from Won deals
If your campaign counts conversions (for example a milestone campaign that rewards sales), you can turn on Track Deals (conversions).
When you mark an opportunity as Won in Pipedrive:
If that deal’s main Person is already a participant (matched by email), we record a conversion in Viral Loops.
We use the deal value as the conversion value.
The option only appears on campaigns that track conversions. The person must already be in the campaign — a Won deal for someone who never joined will not add them.
One company, one campaign
We recommend connecting only one Viral Loops campaign to each Pipedrive company.
If another of your campaigns is already connected to the same company, you will see a Company conflict message. New people and Won opportunities from that sub-account may be added to both campaigns.
You can click Disconnect other campaigns to keep this campaign connected and disconnect the others for that company.
Disconnect
On the connected Pipedrive screen, click Disconnect. Syncing stops for this campaign.
Remember to Finish the wizard so the change is saved.
FAQ
Will people who joined before I connected be sent to Pipedrive?
No. Only new participants after you connect are added to Pipedrive.
What if the email already exists in Pipedrive?
We update that Person. We do not create a second Person with the same email.
Do custom form fields sync?
Yes. They are created in Pipedrive from the field label on your campaign form. The Pipedrive name starts with VL, followed by that label.
Where do referral details go?
On a conversion campaign, they are stored on the Person. On other campaigns, the Person keeps the campaign and referral code, and the linked Lead keeps the rest, such as the sharing link, referrer, and referral count.
Can I use Pipedrive to send campaign emails?
The integration keeps people, and optionally conversions, in sync. You can still send email from Pipedrive using the referral fields. If you do that, turn off Viral Loops campaign emails in the campaign editor so people are not emailed twice.
Why don’t I see Track Deals?
That setting only shows on campaigns that track conversions. You can change this in the Goals step of your campaign.
Add new subscribers is on, but old Pipedrive contacts are not in the campaign.
Automatic add only runs for Persons and Leads created after you turn it on. Use Import for people who are already in Pipedrive.
The page says Action needed.
Pipedrive could not finish the automatic setup, or that setup was removed in Pipedrive. The page shows an address, a username, and a password. Use those in Pipedrive to set it up again. Viral Loops does not put it back for you.
The page says the connection expired.
If the connection is not used for 60 days, Pipedrive requires you to connect again. Open the Pipedrive page in the campaign wizard and click Reconnect.
Why does it ask me to connect with an admin?
Campaign fields and automatic updates can only be created by a Pipedrive admin. Connect again with an admin user if you see that warning.