How to Connect Pipedrive

Prerequisites#

A Pipedrive account (any plan)
Admin access in Pipedrive
An active scoring profile in Zero Bad Leads

Connect Pipedrive#

Access Outbound Integrations

In the sidebar, click Send Leads. Find the Pipedrive card and click "Integrate".

Authorize via OAuth

You will be redirected to Pipedrive to authorize the connection. Log in to your account and grant access.

Zero Bad Leads requests permissions to create and update contacts (persons) and deals in Pipedrive. No existing data is modified without your configuration.

Configure the integration

After authorizing, you will return to Zero Bad Leads. Configure the options:

Integration name: give it a descriptive name (e.g., "Pipedrive Sales")
Action: choose between creating a Contact, Deal, or both
Organization: whether to automatically create or link an organization

Select pipeline and stage

If you chose to create deals, select:

Pipeline: choose the pipeline where deals will be created
Stage: select the initial deal stage (e.g., "New Lead", "Qualification")

Create a specific stage in Pipedrive for leads coming from Zero Bad Leads. This way, your sales team knows exactly where each deal originated.

Configure field mapping

Map Zero Bad Leads fields to Pipedrive fields:

Zero Bad Leads	Pipedrive
Email	Email (person)
Full name	Name (person)
Phone	Phone (person)
Company	Organization name
Score	Custom field
CNPJ	Custom field

Activate and test

Activate the integration and click "Send test lead". Check in Pipedrive that the contact and/or deal were created correctly.

Dispatch filters#

Configure filters to send only specific leads to Pipedrive:

Minimum score: send only leads with a score above a threshold (e.g., 65)
List: send only leads from specific lists
Fields: filter by field values (e.g., company is not empty)

See more details at Dispatch filters.

Automatic retry#

If the dispatch fails (e.g., Pipedrive is down or a temporary error occurs), Zero Bad Leads automatically retries with exponential backoff:

Attempt	Interval
1st	Immediate
2nd	After 1 minute
3rd	After 5 minutes
4th	After 15 minutes
5th	After 30 minutes

After 5 unsuccessful attempts, the lead is marked as "error" and can be viewed in the logs.

Troubleshooting#

"Token expired" or authentication error: Zero Bad Leads automatically renews OAuth tokens. If the error persists, disconnect and reconnect the integration on the Send Leads page.

Duplicate lead created in Pipedrive: Pipedrive identifies contacts by email. If the lead already exists, Zero Bad Leads updates the existing contact instead of creating a new one.

Deal created but no contact linked: Make sure the option to create a contact is enabled along with deal creation. The contact is created first and then linked to the deal.

Custom fields not showing up: Make sure the custom fields were created in Pipedrive before configuring the mapping. Refresh the configuration page to load the latest fields.