Merdial + Pipedrive. Synced Both Ways.

Approved leads become Pipedrive people, organizations and deals; meetings, outcomes and scored calls follow.

By Samir El Barbary, Founder, MerdialUpdated

The short answer

Merdial’s Pipedrive integration writes each approved lead as a person, an organization and a deal (with Merdial fields added as custom fields), logs meetings as activities, moves deals on won or lost, and records scored calls as done call activities. It reads changes back from Pipedrive every five minutes.

What syncs

  • Leads to people, organizations and deals

    Lead-form fields are written as custom fields labelled “(Merdial)”.

  • Meetings as activities

    Booked meetings appear as Pipedrive activities.

  • Outcomes move the deal

    Won or lost in Merdial updates the deal in Pipedrive.

  • Calls logged

    Scored calls are recorded as done call activities.

Set it up

  • In Merdial, an owner opens Settings → Connectors and chooses Pipedrive.

  • Sign in to Pipedrive and approve the requested access.

  • Merdial starts syncing leads, meetings, outcomes and scored calls.

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Questions people ask

Does Pipedrive send changes instantly?

Merdial reads changes from Pipedrive every five minutes.

Do transcripts go to Pipedrive?

No. Transcripts and recordings stay in Merdial.

Who can connect Pipedrive?

Workspace owners connect and disconnect it.

Other integrations

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