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The Pipedrive integration sends selected Shopify companies and revealed contacts from StoreInspect to a Pipedrive account. Connecting and sending records require an active paid StoreInspect plan.

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Before you connect

StoreInspect requests only the permissions required to identify your Pipedrive account, create and update organizations and people, and manage StoreInspect-owned organization and person fields. Your Pipedrive permission set must allow you to create and update organizations and people and to manage organization and person custom fields. If Pipedrive returns a permission error, ask a Pipedrive administrator to update your permission set before retrying the send.

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Connect Pipedrive

  1. Open Settings > Integrations > Pipedrive in StoreInspect.
  2. Select Connect account.
  3. Approve the requested Pipedrive access.
  4. Return to StoreInspect and confirm that the account shows Connected.
You can connect more than one account. Choose the destination account in the export dialog when multiple accounts are connected.

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Send records

  1. Select stores in the Stores table and open Export.
  2. Choose Pipedrive as the destination.
  3. Choose the contact roles and maximum contacts per store.
  4. Select Send revealed or Reveal & send.
Each send supports up to 100 companies and 200 contacts. StoreInspect processes organizations before people and runs the send in the background. Progress and recent sends remain available under Settings > Integrations > Pipedrive > Sync activity. Only one send can run per Pipedrive company account at a time.

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Matching and duplicates

StoreInspect matches organizations by StoreInspect store ID and domain. On the first send, it can also reuse one unambiguous exact-name organization. People are matched by StoreInspect contact ID and exact email address. If multiple records match, StoreInspect reports the record as failed instead of guessing. Repeat sends update the linked Pipedrive records. Existing CRM-managed fields are not overwritten; StoreInspect updates only its own fields.

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Organization fields

StoreInspect creates and maintains these Pipedrive organization fields:
  • StoreInspect domain
  • StoreInspect store ID
  • StoreInspect URL
  • StoreInspect category
  • StoreInspect country
  • StoreInspect headquarters
  • StoreInspect product count
  • StoreInspect estimated monthly revenue (USD)
  • StoreInspect revenue tier
  • StoreInspect traffic tier
  • StoreInspect lead fit score
  • StoreInspect Shopify Plus
  • StoreInspect theme
  • StoreInspect apps
  • StoreInspect pixels
  • StoreInspect last synced
If a field with the same name already exists with an incompatible type, the send stops rather than writing to the wrong field.

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Person fields

StoreInspect creates and maintains these Pipedrive person fields:
  • StoreInspect title
  • StoreInspect LinkedIn
  • StoreInspect contact ID
Names, organization relationships, emails, and phone numbers are populated when a person is first created. Repeat sends preserve those CRM-managed values and update only the StoreInspect-owned person fields.

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Contact privacy and credits

StoreInspect never sends masked contact details. Send revealed includes only contacts already revealed in StoreInspect. Reveal & send deduplicates contacts by email and spends credits only for contacts that currently have an exportable email address. Contacts without a usable email or beyond the available credit balance are recorded as skipped. Sync activity is retained for 90 days. Stored errors exclude raw Pipedrive response bodies, tokens, email addresses, and phone numbers.

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Disconnect or reconnect

Open Settings > Integrations > Pipedrive to check, reconnect, or disconnect an account. Disconnecting immediately removes the saved connection and stops active sends. StoreInspect also asks Pipedrive to revoke access. If Pipedrive is temporarily unavailable, the connection is still removed from StoreInspect. Existing Pipedrive records remain unchanged. Removing StoreInspect from Pipedrive also disconnects the matching StoreInspect connection.