Which plan do I need for Pipedrive sync?
CRM sync is a Pro plan feature, and the 7-day trial includes it. On Starter and Growth you cannot connect Pipedrive until you upgrade. See the pricing page for current plan prices.
CRM integration
Pipedrive sync for Instagram, WhatsApp and Messenger leads
The short answer
Instant Reply searches Pipedrive for a person with the lead's email, then phone number. It updates the match or creates a new person, then attaches a note holding the source, the latest message and a link to the conversation. CRM sync needs the Pro plan, which the 7-day trial includes.
Last verified
What gets sent to Pipedrive
This is the default field map. In the workspace you can switch individual fields off or, where Pipedrive allows it, point them at another destination. Empty values are skipped.
| Instant Reply has | Lands in Pipedrive as | Mapping screen also allows |
|---|---|---|
| Name | Person name | Note instead |
| Note instead | ||
| Phone | Phone | Note instead |
| Source | Note | Fixed |
| Latest message | Note | Fixed |
| Conversation link | Note | Fixed |
| Customer interest and preferences | Note | Fixed |
Set up
- 1Open Integrations in your workspace and choose Pipedrive.
- 2Approve the Pipedrive OAuth screen. Only owners and admins can connect a CRM.
- 3Optionally change the field map, then leave sync switched on.
Plan and limits
- Included on Pro ($349/month, $3,490/year) and during the 7-day trial.
- Not available on Free, Creator, Starter, Growth or the developer plans.
- Owners and admins connect the CRM. Members can see each lead's sync status.
What the Pipedrive connector does not do
- It only sends data out. Changes you make in the CRM do not flow back into Instant Reply.
- It does not copy the whole message thread. It sends the latest message and a link back to the conversation.
- It does not open a pipeline entry for the person. You move the person into your pipeline inside Pipedrive.
Pipedrive sync questions
When does a conversation sync?
Once Instant Reply treats a conversation as a lead and it appears in the Customers view. After that, the sync runs again as new customer messages arrive, so the record reflects the latest message.
How are duplicate people handled in Pipedrive?
Instant Reply searches Pipedrive by email first, then by phone. A match is updated and receives a new note, so a long conversation leaves several notes on one person; otherwise a new person is created.
What does Instant Reply write to the person record?
Name, email and phone go to the person's own fields. The source, the latest customer message, the conversation link and any saved interest or preferences are written into a note attached to that person.
Does the sync run both ways?
No. It is outbound only. Updates you make in Pipedrive do not come back into the Instant Reply inbox.
What happens if Pipedrive is unreachable?
The sync for that lead is marked failed and shows on the customer card. The conversation and AI replies carry on as normal; the CRM write is a side effect of lead capture, not part of replying.
Keep reading
- Pipedrive WhatsApp integration setup guide. Background on the Pipedrive side of the setup.
- CRM integration feature page. The sync workflow and field mapping in one place.
- Pricing and plan limits. Pro is the plan that unlocks CRM sync.
- HubSpot sync. Updates matching records.
- Notion sync. Adds a new entry per sync.
- Airtable sync. Adds a new entry per sync.
- Zoho CRM sync. Updates matching records.