This article answers common questions about the Cognism Pipedrive integration.
Can I use Pipedrive as my primary CRM?
Yes.
Pipedrive is a customer relationship management (CRM) platform designed to help sales teams manage contacts, organisations, deals, and sales pipelines.
The Cognism integration allows you to export verified contact and company data directly into Pipedrive, helping keep your CRM accurate and up to date.
Who can configure the Pipedrive integration?
Only Cognism Administrators can:
- Enable the Pipedrive integration.
- Configure field mappings.
- Configure Update Rules.
- Configure Activity mappings.
- Manage the organisation's Pipedrive integration.
Once configured, users can authenticate their own Pipedrive account and begin exporting records.
Can all users export to Pipedrive?
Yes.
Once the integration has been configured by an administrator, authorised users can sign in to their own Pipedrive account and export records from the Cognism Web Application.
Do I need to install the Cognism Pipedrive App?
Yes.
The first time you connect your Pipedrive account, you will be prompted to install the Cognism Pipedrive App and grant the required permissions.
If the app has already been installed, simply click Continue to the App during authentication.
What happens if the record already exists?
Before creating a new record, Cognism checks Pipedrive for an existing Person or Organisation.
If a matching record is found, Cognism follows the Update Rules configured by your administrator. Depending on your settings, existing People, Organisations, or both can be updated instead of creating duplicate records.
Can I customise which fields are exported?
Yes.
Administrators can configure Person and Organisation field mappings to determine which Cognism data is exported into Pipedrive.
You can map Cognism data to both standard and custom Pipedrive fields.
Can I use custom fields?
Yes.
You can map Cognism data to custom Pipedrive fields.
For example, many organisations create a custom field such as cognism_source to identify records created through Cognism.
What are Update Rules?
Update Rules determine what happens when Cognism finds an existing Person or Organisation during export.
Administrators can choose whether Cognism should:
- Update existing People.
- Update existing Organisations.
- Leave existing records unchanged.
This helps prevent duplicate records while maintaining accurate CRM data.
Can Engage activities be synced to Pipedrive?
Yes.
If your organisation uses Engage, administrators can configure Activity mappings to synchronise campaign activities with Pipedrive.
These mappings can be customised to match the activity fields available in your Pipedrive account.
Why aren't my field mapping changes being applied?
Field mapping changes only take effect after they have been saved.
After updating your mappings, click Save Changes. All future exports will use the updated configuration.