Supported CRMs

Pipedrive, Copper

Available on

Starter, Growth, Enterprise

If you are using a different CRM, please click on the CRM name in the table to see the specific setup guide.

This article covers:

  1. Common frustrations with keeping Pipedrive and Hubspot Marketing in sync

  2. What data does Outfunnel sync between Pipedrive and Hubspot Marketing

  3. How to connect Pipedrive and Hubspot Marketing

  4. Sync contacts automatically from Pipedrive to Hubspot Marketing

  5. Record Hubspot Marketing email engagement in Pipedrive

  6. Monitor synced contacts and engagements

  7. Tips, observations, and useful definitions


Common frustrations with keeping Pipedrive and Hubspot Marketing in sync

Hubspot marketing email engagement does not sync to Pipedrive so the sales team doesn't know which leads have received campaigns or who has opened/clicked on an email.

Outfunnel's Pipedrive-Hubspot Marketing integration is designed for B2B companies who want 2 key things from a sales-marketing integration:

  1. Keep sales and marketing contacts in sync and (coming soon)

  2. Automatically record Hubspot Marketing email opens, clicks, unsubscribes in Pipedrive for the salespeople to see.

With just a 10-minute, no code setup you can give sales full visibility into leads' engagement, so they can sell smarter.


Connect Pipedrive and Hubspot Marketing today

14-day free trial. No credit card required.


What data does Outfunnel sync between Pipedrive and Hubspot Marketing

Contacts and companies (coming soon)

  • Make all Pipedrive contacts or subset(s) you define with filters available in a Hubspot Marketing list, along with your custom contact and company fields. (Coming soon)

  • Keep the two databases in sync going forward. E.g. if a custom text field is updated in Pipedrive, this is updated in Hubspot Marketing automatically. (Coming soon)

  • Sync Hubspot Marketing contacts to Pipedrive when they subscribe or when they open or click an email campaign (Coming soon).

Engagements

  • Record Hubspot Marketing single email campaign and workflow engagement for contacts in Pipedrive. Outfunnel supports sends, opens, clicks, bounces, and unsubscribes

  • Record web visits and custom lead scores in Pipedrive with Outfunnel's own Web tracking and Lead scoring as additional lead signals.


How to connect Pipedrive and Hubspot Marketing

1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App

connector

2. Choose Pipedrive and Hubspot Marketing as the apps to connect, go through the authentication flow and click on Create connection.


Sync contacts from Pipedrive to Hubspot Marketing automatically

Coming soon


Record Hubspot Marketing email engagement in Pipedrive

Note: You have to be on Hubspot Marketing Professional plan and up to make use of engagement recording. Contact sync works with any plan.

1. In the Record engagement tab, open the Hubspot Marketing list dropdown to select lists that you’d like to record activity from.

2. Then define how you’d like email activities like opens, clicks, bounces or unsubscribes recorded in Pipedrive – or simply use our default settings.

Notes

  • You can change engagement settings at any time by clicking on the Edit button on the Connection under App connector.

  • Outfunnel checks for new engagements every four hours. If you'd like to have the data sync over faster, simply click on Sync now.


Monitor synced contacts and engagements

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when were events last synced and which events have been synced. Please note that each event counts towards your billing quota.


Tips, observations, and useful definitions

💡 Sync frequency. Outfunnel syncs some data instantly and some every 4 hours (approximately). You can force a sync when you click on the headline of an Automation and then click the “Sync events now” button.

💡 Activities are added to my calendar. Please note that if you've set up calendar sync in Pipedrive, then all activities are automatically added to your Google or Outlook calendar. To turn this off simply uncheck Outfunnel activity types in Pipedrive > Company Settings > Calendar Sync

These are the types that Outfunnel creates: Newsletter Sent, Newsletter Opened, Newsletter Clicked, Newsletter Bounce, Newsletter Unsubscribe, Contact Created, Newsletter Reply, Form Submitted, Visited Website

💡 Supported campaign types. Outfunnel supports single email campaigns and workflows. Please note that due to peculiarities with Hubspot's API Outfunnel is able to capture email engagement from left and right branches of workflows but not middle branches.


💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Pipedrive. (See how). Once enabled, each user can turn on Email notifications by going to Settings > Personal > Preferences > Notifications.

Do you use web forms to collect leads to your lists? See the following integrations to automate lead capture sync to Pipedrive:

Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.

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