Pipedrive

Send event data to Pipedrive

The configuration process for this destination mirrors Segment's setup. We've automatically modified the documentation from third-party sources to show you how to set up this destination with PostHog.

The Actions Pipedrive destination allows customers to share PostHog event data with Pipedrive. PostHog events sent to Pipedrive will either create new Entities or update existing Entities in Pipedrive.

Installation

1. Sign in to your PostHog Workspace
2. Click to the Data pipelines tab.
3. Click on the Destinations tab.
4. Use the search field to find the 'Pipedrive' destination. Click on the Actions Pipedrive tile.
5. Click Add Destination.
6. Select a source to connect to and click the Next button.
7. Provide a name for your Pipedrive destination and click the Create Destination button.
8. On the Settings tab, provide values in the Domain and API Token settings fields, then click the Save Changes button.
9. Navigate to the Mappings tab to configure how PostHog events will be mapped to Pipedrive Entities. By default, mappings to upsert to Pipedrive's Person, Organization and Activity Entities will already be enabled. You can configure new Mappings by clicking on the New Mapping button.
10. After you've configured and enabled your Mappings, click back to the Settings tab and enable the integration using the Enable Destination toggle. PostHog should now start sending event data to Pipedrive.

Configuration

# Create a new destination
curl --location 'https://us.i.posthog.com/api/environments/:project_id/hog_functions' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer <POSTHOG_PERSONAL_API_KEY>' \
--data '{
    "type": "destination",
    "name": "Pipedrive",
    "inputs": {
        "domain": {
            "value": ""
        },
        "apiToken": {
            "value": ""
        }
    },
    "enabled": true,
    "template_id": "segment-actions-pipedrive"
}'