Pipedrive integration

Improve your sales and marketing efficiency by connecting Bizzy to your Pipedrive account. Bizzy ensures that pushed company and contact records are enriched and consistent:

Adapt field-to-field mapping based on your team’s preferences.
Push and enrich companies with Revenue, EBITDA, Net profit, Location, Activities, Email address, Phone number, Social links, VAT number, and more.
Push and enrich contacts with Official role, Job title, Department, Seniority level, Email address, and LinkedIn link.

Video tutorial

In this short video (3 min) we show you how to set up your CRM connection with Bizzy. Some CRM systems may require an additional step. For those details please check the helpdesk article as this video covers the general process.

Get connected

Go to Bizzy Settings > Integrations, find Pipedrive and click Connect.
Log into your Pipedrive account and make sure you have the right permissions in Pipedrive to authenticate the integration.
Check the list below to verify that you have all necessary custom fields created in Pipedrive.
Map Bizzy fields to Pipedrive fields by following the steps explained here below.

Note: You need the right user permissions in Pipedrive to enable and modify integrations.

Mapping

You will see two tabs =

- The Push data tab must be mapped in both cases, for platform and agent clients, to ensure Bizzy data is pushed to the correct fields in the CRM.

- The Pull data tab should only be mapped when autopush from the agent to the CRM is enabled. For additional details, see the section below.

Mapping push data =

Bizzy field: Select the Bizzy data point you would like to get.
Pipedrive field: Select the Pipedrive field you would like to capture the specified data from Bizzy. If you don't see custom fields you have created, refresh Pipedrive fields in Bizzy.

Select the update option for each field: You can choose between Overwrite or Complete if missing. Overwriting will change an existing value in Pipedrive while completing if missing will only add data to an empty field.

Important: Be cautious when setting standard fields to Overwrite, as manually entered data may be lost and replaced with Bizzy data.
It will only be possible to push data to Pipedrive if the mapping for companies, contacts and leads was done.

Bizzy fields that you can link to Pipedrive

If fields below are not yet visible in your CRM, you can create custom ones. Learn here how to create custom fields in Pipedrive.

Note =

Concerning the Sales Agent the following Bizzy fields can not be pushed= Company number, Company language, Company description, Stopped since, FTE employees, New hires, Financial data, Legal status, Parent company, Parent VAT number

Key company fields

Bizzy fields	Explanation	Field type	Example
VAT number	A value-added tax identification number of the company.	Single-line text	BE0421.694.038
Company number	The number allotted to the company by the Registrar on its incorporation.	Single-line text	0421.694.038
Language	The language used by the company.	Single-line text	Dutch
Company description	These descriptions are automatically generated by Bizzy based on the company's online content.	Multi-line text	Lotus Bakeries is a global company specializing in indulgent and natural snacking, ..
Activities	An alternative to industries, however, one company can have multiple activities.	Multi-line text	Production of biscuits, Production of pastry goods
Link to Bizzy	Link to the company page on Bizzy.	URL	https://bizzy.org/en/BE/0421694038?utm_source=hubspot&utm_medium=integration
Established since	Founding date of the company.	Single-line text	1981-06-18T00:00:00Z
Stopped since	The date when company became inactive.	Single-line text	1981-06-18T00:00:00Z
Company type	Bizzy data example: Public limited company	Single-line text	Public limited company
Entity type	Bizzy data example: Legal person.	Single-line text	Legal person
Company status	Bizzy data example: Active/Inactive.	Single-line text	Active

Employee data of the company

Bizzy fields	Explanation	Field type	Example
Employees Headcount	From official sources. Headcount is the number of people working in a company.	Number	884
Employees FTE	From official sources. Full-time equivalent, or FTE, measures the total amount of full-time employees working in a company.	Number	842
New hires	From official sources.	Number	237

Financial data of the company

Bizzy fields	Explanation	Field type	Example
Revenue	From official sources.	Currency	291927141
Gross Margin	From official sources.	Currency	82518556
Debt	From official sources.	Currency	89245642
EBITDA	From official sources.	Currency	32184383
Equity	From official sources.	Currency	103793973
Net Profit	From official sources.	Currency	17393388
Total Assets	From official sources.	Currency	193071509

We recommend mapping Revenue and Gross Margin as many smaller companies will not have Revenue displayed.

The availability of detailed financial data may vary depending on the country in which the company is registered.

Social links and contact details of the company

Bizzy fields	Explanation	Field type	Example
Email	An email of the company	Email	dpr.corporate@lotusbakeries.com
Phone number	A phone number of the company	Phone number	+32 09 7734 8963
Website	Website of the company	URL	www.lotusbakeries.com
Instagram	A social media link of the company.	URL
Youtube	A social media link of the company.	URL
LinkedIn	A social media link of the company.	URL	https://www.linkedin.com/company/lotus-bakeries/about/
Facebook	A social media link of the company.	URL
X	A social media link of the company.	URL

Company location data

Bizzy fields	Explanation	Field type	Example
Country	The country where the company was registered in.	Multi-line text	BE
Street	Street where the company was registered in.	Multi-line text	Gentstraat
Number	Street number where the company was registered in.	Number	23
Box	Box where the company was registered in.	Number
Postal code	Postal code where the company was registered in.	Multi-line text	9971
City	City where the company was registered in.	Multi-line text	Kaprijke

Other company data

Bizzy fields	Explanation	Field type	Example
Legal status	Bizzy data example: Opening bankruptcy procedure.	Single-line text	Normal situation
Parent company	A company that has a controlling interest in another company.	Single-line text	LOTUS BAKERIES
Parent company VAT	The VAT of a company that has a controlling interest in another company.	Single-line text	BE0401.030.860

The availability of legal status and parent company may vary depending on the country in which the company is registered.

Key contact and lead fields

Bizzy fields	Explanation	Field type	Example
First name	First name of the contact.	Single-line text	John
Last name	Last name of the contact.	Single-line text	Doe
Email	Email of the contact.	Email	john.doe@gmail.com
LinkedIn	LinkedIn of the contact.	URL
Function	Job title (role) of the contact.	Multi-line text	Line manager Cookies
Seniority	Seniority level of the contact.	Multi-line text	Medior
Department	Department the contact belongs to. One contact can belong to multiple departments.	Multi-line text	Operations
Sub-department	Sub-department the contact belongs to. One contact can belong to multiple sub-departments.	Multi-line text	Production

Reading Customer Data (Pull)

This section only applies to customers using the Sales Agent.

In addition to pushing data to your CRM (such as HubSpot), Bizzy – for customers using a Sales Agent – can also pull data back from your CRM. This feature ensures existing customers are recognized and not reintroduced as new leads. This prevents duplicates and ensures prospecting always focuses on new, relevant companies.

Requirements

Create a custom field in your CRM to indicate a company’s status (e.g. Customer / Non-customer / Prospect).
This field can be a static text field or a dropdown.
Bizzy automatically reads this field. Companies marked as Customer will be excluded from new lead suggestions by the Sales Agent.

Step-by-step

- Existing customers with an active CRM connection

Go to Profile icon > Integrations > [CRM].
Open the Pull Data tab and select the customer status field.
If not already configured, Bizzy will ask you to select this field when activating Autopush.
Note: Autopush can only be enabled after the first 4 batches of leads.

- New customers or new CRM integration

During CRM integration setup, go to the Pull Data tab.
Select the customer status field in addition to the push fields.
You can also adjust this anytime via Profile icon > Integrations > [CRM] > Pull Data.

Follow the tutorial in this video: Step-by-step guide (Loom)

Account and contact lookup

Read this article to learn more about how we look up companies and contacts in your CRM and match them to companies and contacts in Bizzy.

Pushing companies and contacts to Pipedrive

Once the integration is set up, you'll be able to push companies and contacts to your CRM by following these steps.

By default, the contacts in Bizzy will be pushed to Pipedrive as contacts, unless you activate Push contacts as leads.