Once the Pipedrive integration has been configured and users have authenticated their Pipedrive account, records can be exported directly from the Cognism Web Application.

During export, Cognism checks Pipedrive for existing People and Organisations. If no matching record is found, a new record is created. If a match exists, Cognism updates the existing record according to your configured Update Rules.

Before you begin

Before exporting records, ensure that:

The Pipedrive integration has been configured.
You are signed in to Pipedrive.
Field mappings have been reviewed.
Update Rules have been configured.
You have permission to create and update People and Organisations in Pipedrive.

Export from the Cognism Web Application

Search for the contacts you want to export.
Select one or more contacts.
Click Export.
Select Pipedrive as the export destination.
Review the mapped field values.
Confirm the export.

Cognism creates new records or updates existing records according to your configured field mappings and Update Rules.

What records are exported?

When exporting to Pipedrive, Cognism can create or update:

People
Organisations

If your organisation uses Engage, campaign activities can also be synchronised with Pipedrive based on your configured Activity mappings.

How Cognism handles existing records

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, Cognism can:

Update the existing Person.
Update the related Organisation.
Leave existing records unchanged.

This helps reduce duplicate records while keeping your CRM data up to date.

What happens during export?

Depending on your configuration, Cognism can:

Create new People.
Create new Organisations.
Update existing People.
Update existing Organisations.
Populate mapped Pipedrive fields using Cognism data.
Synchronise campaign activities for Engage users.

The exact behaviour depends on your configured field mappings and Update Rules.

After the export

Once the export completes:

New People and Organisations are created where no matching records exist.
Existing records are updated according to your configured Update Rules.
Mapped fields are populated using Cognism data.
Campaign activities can be synchronised to Pipedrive if Activity mappings have been configured.