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Pipedrive

Connect Pipedrive to receive attribution data when deals are created or updated. A Pipedrive Automation sends a webhook with deal and person fields to Finseo, which parses your “How did you find us?” custom field and maps it to an attribution channel.

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Requirements

  • Webhook actions inside Automations require a Pipedrive Advanced plan or higher.
  • A custom field on deals or persons that captures the attribution answer (e.g. “How did you find us?”).

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Get your webhook URL

  1. In Finseo, open Integrations → Pipedrive → Connect.
  2. Copy your personal webhook URL (contains your project ID, ?source=pipedrive, and a secret token):

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Set up the Pipedrive automation

  1. In Pipedrive, first register the webhook: add your Finseo URL under the webhook settings so it becomes selectable in Automations.
  2. Go to Tools and apps → Automations → + Automation.
  3. Trigger: Deal created (or Deal updated, optionally monitoring your attribution field).
  4. Action: Send webhook → select your Finseo webhook, method POST.
  5. In the body (key-value or raw JSON), map the deal title, person email/name, deal value, and your attribution custom field.
  6. Activate the automation.

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Test and map fields

  • Use the live listener in the Finseo connect dialog: create a test deal and inspect the received payload.
  • Pipedrive sends custom fields under hash-like keys — use Field Mapping in the dialog to select the attribution field if it isn’t detected automatically.

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Troubleshooting

Webhook requests in Automations are available on Advanced plans and higher. On lower plans, route the data through Zapier, Make, or n8n instead — see Zapier / Make.
Include the deal’s value and currency fields in the webhook body so Finseo can track revenue per attribution channel.