Pipedrive

Finseo connects to Pipedrive via Automation webhooks. Build an Automation that triggers on Deal Created or Deal Stage Change, add a Send Webhook action pointing to Finseo. The payload includes deal value, currency, person email, custom fields, and the AI source. Finseo categorizes the source and ties revenue back to AI engines.

1. 01

   Deal source attribution

   On every new deal, capture the AI source from a custom field like How_did_you_find_us. See pipeline value broken down by AI engine.

2. 02

   Closed-won revenue tracking

   Trigger on stage change to Won and capture deal value plus source. Attribute closed revenue to ChatGPT, Perplexity, Claude, and other AI engines.

3. 03

   Person-level attribution

   When a Person is created, capture their How did you find us answer. Tie all subsequent deals from that person back to the original AI source.

4. 04

   Sales rep enablement

   Reps see the AI source on each deal. Reach out with context that matches the engine: ChatGPT users have different intent than Perplexity users.

5. 05

   Pipeline reporting

   Slice your Pipedrive pipeline by AI source. See average deal size, win rate, and time to close per AI engine.

Pipedrive serves over 100,000 SMB and mid-market sales teams worldwide. Pipedrive is sales-led with strong pipeline visibility but limited native marketing attribution. Most Pipedrive teams have no way to connect deal source to channel ROI. The Finseo integration fills this gap with a 5 minute Automation setup, giving sales teams revenue attribution to AI search alongside their existing pipeline reporting.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Pipedrive integration card to reveal your project webhook URL.

2. 02

   Add a custom field in Pipedrive

   Go to Pipedrive Settings, then Data Fields, then Deal or Person. Add a custom field "How did you find us?" as text or single option.

3. 03

   Create a Pipedrive Automation

   Go to Automations, then Create automation. Set trigger to Deal created (or stage change to Won, or Person created).

4. 04

   Add a Send Webhook action

   Add action Send webhook. Set URL to your Finseo webhook URL. Pipedrive sends all deal and person fields including custom fields.

5. 05

   Activate and test

   Enable the automation and create a test deal with the custom field filled in. Check the Finseo Attribution dashboard within seconds.

How does Finseo connect to Pipedrive?

Via Pipedrive Automations with a Send webhook action. You build an Automation that triggers on a deal or person event, then sends the record fields to Finseo as JSON. No third party tools, no custom code, no Pipedrive marketplace apps required.

Via Pipedrive Automations with a Send webhook action. You build an Automation that triggers on a deal or person event, then sends the record fields to Finseo as JSON. No third party tools, no custom code, no Pipedrive marketplace apps required.

What Pipedrive plan do I need?

Automations with webhook actions are available on Pipedrive Advanced, Professional, and Enterprise plans. The Essential plan does not include Automations. If you are on Essential, use Zapier or Make as a bridge to POST Pipedrive data to the Finseo API.

Automations with webhook actions are available on Pipedrive Advanced, Professional, and Enterprise plans. The Essential plan does not include Automations. If you are on Essential, use Zapier or Make as a bridge to POST Pipedrive data to the Finseo API.

What triggers can I use?

Deal created, Deal updated, Deal stage changed, Deal won, Deal lost, Person created, Person updated, Lead created, Activity completed. Most teams trigger on Deal created and Deal stage changed to Won for full pipeline and revenue attribution.

Deal created, Deal updated, Deal stage changed, Deal won, Deal lost, Person created, Person updated, Lead created, Activity completed. Most teams trigger on Deal created and Deal stage changed to Won for full pipeline and revenue attribution.

How do I capture AI source in Pipedrive?

Add a custom field like "How did you find us?" to Deals or Persons. Sales reps fill it in during qualification calls, or you can populate it from a form via Zapier. The Automation includes the custom field in the webhook payload, and Finseo auto detects it.

Add a custom field like "How did you find us?" to Deals or Persons. Sales reps fill it in during qualification calls, or you can populate it from a form via Zapier. The Automation includes the custom field in the webhook payload, and Finseo auto detects it.

Can I attribute revenue per AI engine?

Yes. The Pipedrive webhook includes deal value, currency, and AI source. Finseo categorizes the source into AI buckets (ChatGPT, Perplexity, Claude, etc.) and aggregates revenue per engine. The Attribution dashboard shows pipeline and closed revenue by AI engine over any time period.

Yes. The Pipedrive webhook includes deal value, currency, and AI source. Finseo categorizes the source into AI buckets (ChatGPT, Perplexity, Claude, etc.) and aggregates revenue per engine. The Attribution dashboard shows pipeline and closed revenue by AI engine over any time period.

Does the Pipedrive integration work bidirectionally?

No. The current integration is one way (Pipedrive to Finseo). The Finseo agent does not edit Pipedrive deals or fields. For bidirectional sync (e.g. updating Pipedrive with AI visibility scores), contact us.

No. The current integration is one way (Pipedrive to Finseo). The Finseo agent does not edit Pipedrive deals or fields. For bidirectional sync (e.g. updating Pipedrive with AI visibility scores), contact us.

What if a deal does not have the AI source field filled?

Finseo categorizes the deal as "unknown source" and aggregates it separately. As reps fill in more deals, attribution accuracy improves. You can also set up a follow-up Automation that emails the rep when a won deal is missing source data.

Finseo categorizes the deal as "unknown source" and aggregates it separately. As reps fill in more deals, attribution accuracy improves. You can also set up a follow-up Automation that emails the rep when a won deal is missing source data.

Is the integration real time?

Yes. Pipedrive Automations fire webhooks within 1 to 3 seconds of the trigger condition. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Pipedrive Automations fire webhooks within 1 to 3 seconds of the trigger condition. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.