This article explains how to connect your Cognism account to Pipedrive so users can export People and Organisations directly from the Cognism Sales Intelligence Platform.
Before you begin
Before configuring the integration:
- You must be a Cognism Administrator.
- You must have an active Pipedrive account.
- You must have permission to install applications in Pipedrive.
- You must have permission to create and update People and Organisations.
For more information, see Pipedrive Requirements & Permissions.
Connect Pipedrive
- In the Cognism Web Application, click your profile avatar.
- Select Settings.
- Open Integrations.
- Locate Pipedrive.
- Click Add.
- Click Log In.
- Sign in using your Pipedrive credentials.
- When prompted, install the Cognism Pipedrive App.
- Grant the requested permissions.
- Click Install.
If the Cognism Pipedrive App has already been installed, click Continue to the App instead.
Once installation is complete, you will be redirected back to the Cognism Web Application and the integration will be ready to use.
Configure the integration
After connecting Pipedrive, administrators can configure:
- Update Rules
- Person field mappings
- Organisation field mappings
- Activity mappings (for Engage users)
These settings determine how Cognism creates, updates, and synchronises records in Pipedrive.
For detailed configuration instructions, see Configure Pipedrive Field Mappings.
User sign in
After a Cognism Administrator has enabled the integration, individual users must authenticate their own Pipedrive account before exporting records.
To sign in:
- Click your profile avatar.
- Select Settings.
- Open Integrations.
- Locate Pipedrive.
- Click Log In.
- Sign in using your Pipedrive credentials.
- If prompted, install the Cognism Pipedrive App and grant the required permissions.
- Click Continue to the App if it has already been installed.
After authentication, you will be redirected back to the Cognism Web Application and can begin exporting records.
Remove the integration
If you need to disconnect Pipedrive:
- Go to Settings > Integrations.
- Locate Pipedrive.
- Click Remove.
To disconnect only your own Pipedrive account while leaving the organisation's integration configured, click Log Out instead.
What's next?
After connecting the integration, we recommend:
- Configure Pipedrive Field Mappings.
- Review your Update Rules.
- Test the integration by exporting a small number of records before making it available to all users.