How it works
When a Pipedrive Automation sends an event, we create or update the contact in SendApp (name, phone, email from the payload) and tag it. We don't send messages on your behalf: you contact the leads whenever you want with a campaign or via API.
Step-by-step setup
- Copy your Webhook URL from the box above (select the account first).
- Log in to Pipedrive and open or create an Automation/Workflow on a person event (the person payload contains
name,email[]andphone[]):- Person created
Person added - Person updated
Person updated
- Person created
- Add a Webhook step with POST method and paste the URL.
- Save.
Avoid events on the Deal only: they might not contain the person's data.
General rule: choose events that include customer data (name, phone or email): without a phone or email the contact is not created.
What happens next
The contacts coming from Pipedrive are created and tagged (pipedrive) in SendApp. Reach them with a campaign filtering by that tag, or through the API.
Verify
Trigger a test event from the Automation on Pipedrive and check that the contact appears in SendApp. If the phone or email is missing, the contact is not created.