ObertObert
Integrations

Pipedrive

Connect Pipedrive and sync persons, fields, and outreach activity.

Pipedrive links your CRM to Obert. The integration card describes it as Sync outreach activity and leads to Pipedrive persons.

Connect

  1. Open Settings → Integrations.
  2. Under CRM, find Pipedrive.
  3. Click Connect and finish OAuth in Pipedrive.
  4. When connected, the row shows your company or API domain.

Sync settings

  1. Open the Pipedrive menu (⋯) → Sync settings.
  2. Use the same tab layout as HubSpot:
TabPurpose
GeneralContact creation policy, updates, LinkedIn conversation logging
Field mappingMap Obert fields to Pipedrive fields
Activity mappingChoose which activities sync
LogsReview sync runs

When to add contacts uses the same policy labels as HubSpot (for example After a qualifying reply, Never, match only).

Disconnect

Open the Pipedrive menu on the integrations page → Disconnect.

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