# Pipedrive

Connect Pipedrive via native Automation webhook to attribute deals, contacts, and revenue to ChatGPT, Perplexity, Claude, and other AI search sources.

[Connect Pipedrive](https://app.finseo.ai/signup) [Pipedrive docs](https://developers.pipedrive.com/docs/api/v1/Webhooks)

## Overview

### What you get with the Pipedrive integration

Finseo connects to Pipedrive via Automation webhooks. Build an Automation that triggers on Deal Created or Deal Stage Change, add a Send Webhook action pointing to Finseo. The payload includes deal value, currency, person email, custom fields, and the AI source. Finseo categorizes the source and ties revenue back to AI engines.

## Use cases

### What you can do with Pipedrive and Finseo

Real ways Pipedrive customers use Finseo to track and grow AI search revenue.

1. **Deal source attribution**  
   On every new deal, capture the AI source from a custom field like How_did_you_find_us. See pipeline value broken down by AI engine.

2. **Closed-won revenue tracking**  
   Trigger on stage change to Won and capture deal value plus source. Attribute closed revenue to ChatGPT, Perplexity, Claude, and other AI engines.

3. **Person-level attribution**  
   When a Person is created, capture their How did you find us answer. Tie all subsequent deals from that person back to the original AI source.

4. **Sales rep enablement**  
   Reps see the AI source on each deal. Reach out with context that matches the engine: ChatGPT users have different intent than Perplexity users.

5. **Pipeline reporting**  
   Slice your Pipedrive pipeline by AI source. See average deal size, win rate, and time to close per AI engine.

## Why it matters

### Why Pipedrive customers need AI visibility tracking

Pipedrive serves over 100,000 SMB and mid-market sales teams worldwide. Pipedrive is sales-led with strong pipeline visibility but limited native marketing attribution. Most Pipedrive teams have no way to connect deal source to channel ROI. The Finseo integration fills this gap with a 5 minute Automation setup, giving sales teams revenue attribution to AI search alongside their existing pipeline reporting.

## Comparison

### Pipedrive alone vs Pipedrive with Finseo

| Feature | Pipedrive alone | Pipedrive + Finseo |
| --- | --- | --- |
| AI source tracking | Custom field, manual review | Auto categorized into AI buckets |
| Revenue attribution | Disconnected from marketing | Revenue per AI engine |
| Setup | Apps marketplace add ons | Native Automation webhook |
| Pipeline reporting | Pipedrive only | AI source breakdown |
| Real time | CSV exports | Live on every deal change |

## How to connect

### How to connect Pipedrive to Finseo

A few steps to wire up your Pipedrive account with Finseo. No code required.

1. **Get your Finseo webhook URL**  
   In Finseo, click Connect on the Pipedrive integration card to reveal your project webhook URL.

2. **Add a custom field in Pipedrive**  
   Go to Pipedrive Settings, then Data Fields, then Deal or Person. Add a custom field "How did you find us?" as text or single option.

3. **Create a Pipedrive Automation**  
   Go to Automations, then Create automation. Set trigger to Deal created (or stage change to Won, or Person created).

4. **Add a Send Webhook action**  
   Add action Send webhook. Set URL to your Finseo webhook URL. Pipedrive sends all deal and person fields including custom fields.

5. **Activate and test**  
   Enable the automation and create a test deal with the custom field filled in. Check the Finseo Attribution dashboard within seconds.

## FAQ

### Frequently asked questions about Pipedrive

- **How does Finseo connect to Pipedrive?**  
  Via Pipedrive Automations with a Send webhook action. You build an Automation that triggers on a deal or person event, then sends the record fields to Finseo as JSON. No third party tools, no custom code, no Pipedrive marketplace apps required.

- **What Pipedrive plan do I need?**  
  Automations with webhook actions are available on Pipedrive Advanced, Professional, and Enterprise plans. The Essential plan does not include Automations. If you are on Essential, use Zapier or Make as a bridge to POST Pipedrive data to the Finseo API.

- **What triggers can I use?**  
  Deal created, Deal updated, Deal stage changed, Deal won, Deal lost, Person created, Person updated, Lead created, Activity completed.

- **How do I capture AI source in Pipedrive?**  
  Add a custom field like "How did you find us?" to Deals or Persons. Sales reps fill it in during qualification calls, or you can populate it from a form via Zapier.

- **Can I attribute revenue per AI engine?**  
  Yes. The Pipedrive webhook includes deal value, currency, and AI source. Finseo categorizes the source into AI buckets (ChatGPT, Perplexity, Claude, etc.) and aggregates revenue per engine.

- **Does the Pipedrive integration work bidirectionally?**  
  No. The current integration is one way (Pipedrive to Finseo). The Finseo agent does not edit Pipedrive deals or fields.

- **What if a deal does not have the AI source field filled?**  
  Finseo categorizes the deal as "unknown source" and aggregates it separately. As reps fill in more deals, attribution accuracy improves.

- **Is the integration real time?**  
  Yes. Pipedrive Automations fire webhooks within 1 to 3 seconds of the trigger condition. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.