Integrations
PitchGenius for Pipedrive, buyer notes kept on each person.
Pipedrive connects with OAuth, and its persons come into PitchGenius as buyers with their organization name attached. After a call, a push from the deal page or Sync All writes PitchGenius notes onto the matching person: buyer details, precall plan, postcall readiness, MEDDPICC gaps and Buyer Index, each only when that data exists. A later push edits those notes in place.
Setup
How to connect
- 01
Open Settings, then Integrations.
- 02
Click Connect Pipedrive and sign in to the Pipedrive account you want to link.
- 03
Approve the permissions on Pipedrive's consent screen.
- 04
Pipedrive returns you to Settings with a Connected badge and your company name.
- 05
Open Import leads next to Pipedrive to bring persons in as buyers.
Write-back
What syncs
- Into PitchGenius: a Pipedrive person's email, name, job title, phone and organization name.
- Into Pipedrive: notes on the person, not on the deal. The postcall note holds the readiness score out of 100, the state, the deal risk, both blockers and the next best action.
- Each note starts with its own header line, for example "PitchGenius Postcall Update", and the next push edits it where it sits.
- Sync All, in Settings, pushes every opportunity that is linked to a Pipedrive person.
Boundaries
What doesn't sync
- No Pipedrive field changes. Person, organization and deal records are never edited.
- No deal stage, value or owner changes.
- No import of Pipedrive's own notes into PitchGenius.
No connection
Without a connection
The CRM Update Pack for Pipedrive matches on a column named Deal - ID. Pipedrive’s importer reads it to find the existing deal, and a different header adds a duplicate deal.
Access
Permissions
Pipedrive's own consent screen lists the scopes PitchGenius asks for, set on the registered app in Pipedrive's developer hub. PitchGenius reads persons, organizations and deal pipeline stages, and writes only its own notes.
Questions
Frequently asked
01Does PitchGenius work with Pipedrive?
Yes. Connect it in Settings with OAuth, then import Pipedrive persons as buyers and push a readiness note back to each person after a call.
02What does PitchGenius write into Pipedrive?
Notes on the person, each opening with a PitchGenius header line and each edited in place on the next push. No Pipedrive field changes.
03What happens without a Pipedrive connection?
Export a CSV pack instead, with a Deal - ID column Pipedrive's importer matches to the right deal.
04Can I disconnect Pipedrive later?
Yes, in Settings. Pipedrive keeps showing PitchGenius as authorized until you remove it on its side as well.