Connect Pipedrive


Add your new leads to Pipedrive as people automatically, and put the research on each one where your sales team already works: in a note on the person.

In short: You connect Pipedrive with your personal API token and your company's Pipedrive URL, then choose which leads are sent (a lead stage, or a funnel you've saved) and what to send. The List adds the person with their name and email address as soon as we capture the email. The Intelligence Brief adds the person once the visit ends and writes the Brief as a note on them: their Focused Score, Outreach Starters, what they did on this visit, their User Journey Summary and how they found you. Each time they come back, a fresh note is added after that visit ends. There's no field mapping to set up. Both options need the Pro plan, and the Brief also uses Bread & Butter credits.

Step 1: Connect Pipedrive

To set up the integration, you need to retrieve your API Key from Pipedrive and enter it into Bread & Butter along with your company URL.

1. Get your API Key & Company URL

  1. Log in to your Pipedrive Account.
  2. Click on your user icon at the top right, then select Personal Preferences.

  3. Select the API tab.

    The API tab in Pipedrive Personal Preferences

    Copy your personal API Token.

    Look at your browser's address bar to find your Organization URL.

    • Example: https://yourcompany.pipedrive.com
    • Note: Copy only the base URL, do not include a trailing slash.

Step 2: Create the integration in Bread & Butter

  1. In Bread & Butter, open Integrations and choose the Pipedrive tile. If you already have integrations, click Add New first to see the tiles.
  2. Integration name: a name your team will recognize, like "Pipedrive - Engaged Leads".
  3. API Key: paste the API token you copied from Pipedrive.
  4. Organization URL: enter your Pipedrive URL, for example https://yourcompany.pipedrive.com .
  5. Trigger: choose which leads are sent, either a lead stage (Engaged Lead is the default) or a funnel you've saved.
  6. What to send: the List or the Intelligence Brief, explained below. When you choose the Intelligence Brief, a checkbox appears below it, Send the Intelligence Brief when their visit ends. It's always ticked and can't be changed; it's there to show you when the Brief is sent.
  7. Click Save & close. Your new integration appears in the list.

Leads are only sent once we've captured their email address. Leads who are already in the lead stage or funnel when you save aren't sent; the integration starts with the next lead to reach it.

Pipedrive needs the Pro plan. On the Free plan its tile shows a Pro plan badge, and clicking it opens the upgrade dialog.

What to send

The List. The lead's first name, last name and email address, added to Pipedrive as a new person as soon as we capture the email address. It's sent once, with no note. The List costs no credits.

The Intelligence Brief. The person is added to Pipedrive once their visit ends, and the Brief is written as a note on them straight after. Each Brief uses Bread & Butter credits; How do Credits work? explains how.

Both need the Pro plan. The Intelligence Stream isn't offered for Pipedrive; to send it, use a Webhook or Zapier Webhook, and see Integrations and Automation for which plan it needs.

Why the Intelligence Brief takes up to an hour. We send the Intelligence Brief once the visit is over. The User Journey Summary needs every page, section and event from that visit, and the research needs a complete profile. Allow up to an hour after their last activity. Everything is done on our side; there's nothing to set up in Pipedrive.

What lands in Pipedrive

The person. First name, last name and email address go into Pipedrive's standard person fields. There's no field mapping to set up. Everything else we know about the lead is in the note and in their profile in Bread & Butter.

The note. With the Intelligence Brief, each note is laid out in the same order. A section only appears when there's something to put in it.

  • Header: "Bread & Butter ยท Intelligence Brief", then the lead's name, their Focused Score out of 10 and how it has moved (new, up, down or unchanged), and their lead stage. The score is left out until it has been calculated.
  • Who they are: one line with their role, company and LinkedIn.
  • View full profile in Bread & Butter: a link to their full profile, on every note.
  • Outreach Starters: an Ice Breaker, a Live talking point and a Sales Trigger, with a Source link for the trigger.
  • This visit: the date, how long they stayed, their city and the visit's engagement score; a summary of the visit from entry page to exit page; the events that happened, such as Email captured or Form submitted; their top 3 pages by engagement score, with time on each page; and where they went when they left your site.
  • User Journey Summary: the story of their journey with you so far.
  • How they found you: how they arrived, including the search term when we have it.
  • Emails from Bread & Butter: the date and subject of the last email we sent them, or "none sent yet".
  • Profile Summary and Company Summary: on the first note only, below a dividing line. The Profile Summary includes their email address and the Company Summary includes the company's phone number.

When they come back. A fresh note is added to the same person after each return visit ends, with their updated score, the new visit and refreshed research.

If your account runs out of Bread & Butter credits. New leads keep arriving in Pipedrive with their name and email address. In place of the research, the note shows one line: "Your Bread & Butter account is out of credits. Add Bread & Butter credits to resume the full Intelligence Brief." An integration that sends the List isn't affected, because the List costs no credits.

Pausing, editing or deleting the integration

Each integration has a card on the Integrations page showing its trigger, what it sends, its connection status and its last activity.

Pause. Use the switch on the card. The setup is kept, so switching it back on picks up where it left off.

Edit. Click Edit on the card to change the integration name, the trigger or what to send. The API Key and Organization URL can't be changed once saved; to connect a different Pipedrive account, delete the integration and create a new one.

Delete. Open Edit and click Delete, then confirm. A deleted integration has to be created again from scratch.

If your account moves to the Free plan, leads stop being sent to Pipedrive until you upgrade to the Pro plan.

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