Connecting Pipedrive
- Go to Agency Settings → Connectors → Pipedrive
- Paste your Pipedrive API key (where to find it)
- Enter the lead owner email: the Pipedrive user who receives leads
- Click Save Pipedrive Settings
Lead owners
Each email must belong to a user in your Pipedrive account. A blank optional owner falls back to the lead owner.
What a lead carries
- The enquiring agent as a person (name, email and phone), matched by email if they already exist
- The package address as the lead title
- The agent’s enquiry text as a note