Pipedrive contact sync

PostReply Inbox requires its own account and workspace subscription, separate from PostReply Social. Existing customers: log in and choose the Inbox workspace you intend to connect. New customers: create an Inbox account, review current pricing and billing terms, then use a plan that explicitly includes Pipedrive and has an available integration slot. A Pipedrive account with access to Persons is also required.

Log in to an existing Inbox account

Create an Inbox account

Check current plans and integration availability

In your selected Inbox workspace, open Settings → Integrations → Pipedrive → Connect. Select Proceed & Authorize, sign in to the intended Pipedrive account, review the requested access and approve it. Return to the same Inbox workspace. Start each authorization from settings; an old or failed authorization link must be restarted there. You do not enter an API token or client secret.

Open Inbox integration settings

The integration supports Pipedrive Persons only, using these fixed fields. Custom fields and lifecycle stages are not transferred. Outgoing data combines the Inbox first and last names. Imports use name details supplied by Pipedrive; if those details are missing, new contacts retain the full name and existing contact names remain intact.

• Contact name ↔ name
• Email address ↔ emails
• Phone number ↔ phones

New connections default to Pull only (Pipedrive → PostReply Inbox). In Map & Sync, retain imports only or choose Push only or Bidirectional when you intend to write Inbox contact data to Pipedrive. Save the direction before use. Force Sync saves the current configuration before running; if saving fails, no sync starts. Pipedrive-to-Inbox imports are initiated manually.

• Contacts → Import → Pipedrive always imports into Inbox only, regardless of the saved direction.
• Merge Data matches existing contacts and fills missing fields; it does not replace populated Inbox fields. Keep Duplicates can create additional Inbox contacts.
• When an outbound direction is enabled, Inbox contact creates and updates queue outgoing contact work. Completion depends on queue processing and Pipedrive availability.
• Compare transferred name, email and phone values in both products, then check the log and external record ID.

Map & Sync displays operation logs and errors. Correct permission or data errors before retrying, and check the actual result. A Connected label is not confirmation that a contact was transferred. Disconnect from Settings → Integrations first requests revocation of Pipedrive authorization; Inbox removes the connection only after the request is accepted. If revocation fails, the connection remains so you can retry. Disconnecting does not delete contacts already stored in either product.

Inbox exchanges mapped contact names, email addresses and phone numbers with Pipedrive. It reads authorized account and company identity to bind the connection, and stores workspace authorization credentials and operation logs. This integration does not synchronize deals, organizations, activities, conversations, message history or contact deletions. Imported contact data is not permission to send marketing messages.

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