Connect Thryv® to Pipedrive to send qualifying leads to your sales team and see which leads turn into won Deals. Thryv creates or updates Person records and sends linked Leads to your Pipedrive Leads Inbox with available contact details, lead scores, sentiment, and notes.
When Deal monitoring is authorized, Thryv also reads the value of won Deals tied to synced leads and uses those values in its return on ad spend (ROAS) reporting.
Beta availability: The Thryv-to-Pipedrive integration is in Beta. Features and availability may change before general release. Contact your Business Advisor to request access.
Table of Contents
- Benefits of Connecting Thryv to Pipedrive
- How to Connect Thryv to Pipedrive
- How Leads Sync to Pipedrive
- Which Leads Sync to Pipedrive
- What Information Syncs to Pipedrive
- How Thryv Lead Scores Help Prioritize Follow-Up
- Track Revenue From Your Pipedrive Leads
- How to Check or Disconnect Your Pipedrive Connection
- Limitations and Frequently Asked Questions
Benefits of Connecting Thryv to Pipedrive
- Follow up from Pipedrive. Your team can review available contact details, call summaries, and form submissions without copying them between platforms.
- Use lead scores to prioritize outreach. Thryv Score and Thryv Sentiment appear as Lead Labels when available. Review them alongside the conversation notes to decide who to contact first.
- Keep working in your existing pipeline. Thryv checks for a matching Person before creating one. Your team can assign follow-up, convert Leads into Deals, and manage sales opportunities in Pipedrive.
- See which leads generate sales. When a Deal tied to a synced lead is marked Won in Pipedrive, Thryv can report the Deal value against the original lead.
How to Connect Thryv to Pipedrive
Find your personal Pipedrive API key
- Sign in to Pipedrive.
- Open Settings → Personal preferences → API.
- Copy your personal API key for the connection setup in Thryv.
If you can’t find your key, ask your Pipedrive administrator to check whether your permission set allows API key access. For help, see Pipedrive’s instructions for finding your personal API key.
Keep your API key private. It grants access to your Pipedrive account. Don’t include it in screenshots or recordings.
Enter your Pipedrive API key in Thryv
- In Thryv, select Settings.
- Select Integrations.
- Find Pipedrive and select Connect.
- Review the requested access and continue to the connection pop-up.
- Enter your personal Pipedrive API key and follow the on-screen prompts to complete the connection.
Once connected, Thryv sends qualifying new leads to Pipedrive automatically.
Authorize Deal monitoring for an existing connection
If you connected Pipedrive before revenue tracking became available, go to Settings → Integrations in Thryv and open Pipedrive. When prompted, authorize Thryv to read Deal values.
This adds Deal access without interrupting lead sync. Your existing Person records, Leads, labels, and notes stay in place. Revenue tracking starts after you authorize Deal access. Thryv doesn’t add historical revenue to leads synced before revenue tracking became available on your account.
How Leads Sync to Pipedrive
- Thryv checks the lead score. Leads that meet the score requirements and leads without a score qualify to sync.
- Thryv checks for a matching Person. It searches by email address first, then by phone number. If it finds a match, it updates the existing Person. If it doesn’t find a match, it creates a Person and a linked Lead in the Leads Inbox.
- Thryv adds available labels and notes. Score and sentiment appear as Lead Labels. Call summaries and form submission details appear as notes when available.
- Your team follows up in Pipedrive. Open the linked Lead from the Leads Inbox to review the details. From there, you can add notes, assign an owner, convert the Lead into a Deal, or archive it.
Which Leads Sync to Pipedrive
| Thryv lead score | Syncs to Pipedrive? |
|---|---|
| 3, 4, or 5 | Yes |
| No score | Yes |
| 1 or 2 | No |
A score of 3 can include an inquiry from an existing customer or a caller who showed limited interest. Use the score and conversation notes together when deciding which leads to prioritize.
What Information Syncs to Pipedrive
Thryv sends the following information when available:
| Information from Thryv | Where it appears in Pipedrive |
|---|---|
| First and last name, email address, and phone number | Person record |
| Thryv Score and Thryv Sentiment | Lead Labels |
| Call conversation summary and key notes | Note attached to the Person or Lead |
| Form submission details | Note attached to the Person or Lead |
Thryv adds new notes without replacing existing ones. It updates its own Score and Sentiment labels and preserves labels your team added. The lead sync doesn’t send payment information, job history, or contact fields other than those listed above.
How Thryv Lead Scores Help Prioritize Follow-Up
ThryvAI looks for signs of intent in supported calls, such as asking for a quote or discussing a specific service. Use the score to help decide which calls to follow up on first.
| Score | What it can indicate |
|---|---|
| 5 | The caller booked an appointment or made a purchase. |
| 4 | The caller had a productive conversation about services, such as requesting a quote or exchanging contact information. |
| 3 | The caller was an existing customer asking about past work or rescheduling, or showed limited interest without sharing contact information. |
| 2 | The inquiry was a poor fit, such as a request outside your service area, with no clear customer interest. |
| 1 | The call was spam, a sales call, a wrong number, an unintelligible voicemail, or had no clear customer intent. |
For more details, see Maximize Your Marketing ROI with AI Lead Insights.
Track Revenue From Your Pipedrive Leads
Once Deal monitoring is authorized, Thryv checks Pipedrive once a day for won Deals tied to Person records that came from synced Thryv leads. Thryv attributes the value of each qualifying Deal to the original lead in its ROAS reporting.
| Reporting rule | What it means |
|---|---|
| Only won Deals count | Open and lost Deals don’t count. Mark a Deal Won in Pipedrive for it to qualify. |
| Thryv uses the full Deal value | The amount comes from the Deal record in Pipedrive. It doesn’t reflect payments collected or partial payments tracked through Pipedrive Installments. |
| Currencies are reported separately | Thryv keeps each Deal in its original currency. It doesn’t convert currencies or combine them into one total. |
| Tracking applies going forward | Thryv doesn’t add historical revenue to leads synced before revenue tracking became available on your account. |
Thryv reads Deal values for reporting. Your team continues to create, edit, and manage Deals in Pipedrive.
For more about Thryv reporting, see See Your Projected ROI: Understanding the Return on Your Investment.
How to Check or Disconnect Your Pipedrive Connection
Check your connection status
- In Thryv, go to Settings → Integrations.
- Find Pipedrive and review the connection status.
Disconnect Pipedrive
- In Thryv, go to Settings → Integrations.
- Select Pipedrive and choose the option to uninstall the integration.
- Follow the on-screen prompts to disconnect.
Disconnecting stops new leads from syncing and stops future Deal checks for revenue reporting. It also removes Thryv’s stored access to your Pipedrive account. Existing Person records, Leads, labels, notes, and Deals remain in Pipedrive.
Limitations and Frequently Asked Questions
Why didn’t my lead sync to Pipedrive?
Check the connection status in Thryv and review the lead’s score. Leads scored 1 or 2 don’t sync. Leads scored 3, 4, or 5 and leads without a score qualify. Also search Pipedrive by email address or phone number. Thryv may have updated an existing Person rather than creating a new one.
Will Thryv overwrite my team’s Lead Labels or notes?
No. Thryv updates only the Score and Sentiment labels it adds. Labels your team applied stay in place, and Thryv adds new notes without replacing existing ones.
Does Pipedrive send data back to Thryv?
Yes. For ROAS reporting, Thryv reads the values of won Deals tied to Person records associated with synced Thryv leads. Thryv doesn’t include unrelated Deals in this reporting or sync Organizations back to Thryv.
Can Thryv create or change Deals in Pipedrive?
No. Thryv reads Deal values for reporting and doesn’t create, edit, or delete Deals. Your team converts Leads into Deals and manages Deals and Organizations in Pipedrive. For help with those tasks, visit the Pipedrive Knowledge Base.
Why isn’t my won Deal showing in Thryv yet?
Thryv checks for won Deals once a day. Confirm that the Deal is marked Won and is linked to the Person associated with the synced Thryv lead. If you connected Pipedrive before revenue tracking became available, check whether Thryv is still asking you to authorize Deal access. Thryv doesn’t add historical revenue to leads synced before the feature became available on your account.
Why doesn’t reported revenue match the amount I collected?
Thryv reports the full value of the won Deal as recorded in Pipedrive. It doesn’t report payments collected or partial payments tracked through Pipedrive Installments.
Will disconnecting delete information already synced to Pipedrive?
No. Disconnecting stops future lead syncs and Deal checks. Person records, Leads, labels, notes, and Deals already in Pipedrive remain in place.
Comments
0 comments