> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finseo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Capture deal attribution from Pipedrive Automations in Finseo.

# 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.

## 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?").

## 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):

```text theme={"system"}
https://app.finseo.ai/api/attribution/webhook/YOUR_PROJECT_ID?source=pipedrive&token=•••
```

## 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.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The webhook action is missing in Automations">
    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](/integrations/zapier-make).
  </Accordion>

  <Accordion title="Deal value is missing in Finseo">
    Include the deal's value and currency fields in the webhook body so Finseo can track revenue per attribution channel.
  </Accordion>
</AccordionGroup>