Setup Webmecanik Automation and Pipedrive integration

Connect your Pipedrive CRM to Webmecanik Automation to automate data flow between your marketing and sales teams.

Overview

This integration synchronizes your lead generation data and behavioral activities automatically, eliminating manual entry and imports.

Key Benefits

• Bidirectional Synchronization: Automatic updates for contacts and companies.

• Customizable Field Mapping: Simple alignment of native and custom fields.

• Sales & Marketing Alignment: Push Webmecanik behavioral history directly into Pipedrive CRM contact cards.

• Ownership Retention: Synchronize contact and company owners.

Step 1: Create the App in Pipedrive

Authentication relies on a private OAuth application created in your Pipedrive environment.

1. Log in to Pipedrive.

2. Click your profile icon (top right) and select Developer Hub.

3. Click Add new app (or create a private app).

4. Fill in the basic information:

   • App name: Webmecanik Automation - [Company Name]

   • Callback URL: Copy the URL provided in the Pipedrive plugin window in your Webmecanik Automation instance.

5. Configure OAuth roles and access to grant the required permissions (read/write access to persons, companies, and activities).

6. Save the app to generate the Client ID and Client Secret.

Step 2: Authenticate in Webmecanik Automation

1. In Webmecanik Automation, go to: Settings (gear icon) > Plugins > Pipedrive.

2. In the Enabled / Authenticated tab:

   • Enter the Client ID and Client Secret.

   • Enter your Pipedrive account subdomain.

   • Toggle the plugin switch to Yes.

3. Click Save.

4. Click Authorize App. A Pipedrive pop-up will appear: select your Production account and validate access.

5. Click Save & Close.

Step 3: Configure Plugin Features

The Features tab defines the data exchange rules.

Important note regarding global automatic synchronization (CRON):

• Enabling the first row only unlocks manual flows or actions triggered by marketing actions (campaigns, forms).

• Full, periodic automatic background synchronization (via CRON background tasks) requires prior activation by Webmecanik support. Send a request to support@webmecanik.com.

• The Disable push and Disable pull options are used to disable one direction of this automatic CRON task once activated.

Selecting Objects to Sync

Under the main options, select the entities you want to sync:

• Contact (Persons)

• Company (Companies)

Step 4: Field Mapping

Go to the Contact Field Mapping and Company Field Mapping tabs.

1. Match each Webmecanik field to its corresponding Pipedrive field.

2. Ensure data types match (text fields with text, dropdown select lists with matching values, numbers with numbers).

3. Click Save.

Step 5 (Optional): Reciprocal Contact Deletion

To automatically delete a contact in one system when it is deleted in the other:

1. Check Delete contact's on both side in the plugin settings.

2. In Pipedrive, go to Settings > Tools and apps > Webhooks.

3. Click Create new webhook.

4. Configure the Webhook:

   • Event: Person deleted (deleted.person).

   • Endpoint URL: https://[your-instance][.automation.webmecanik.com/pipedrive2/webhook](https://.automation.webmecanik.com/pipedrive2/webhook)

   • Credentials: Define a Username and Password of your choice.

5. Save the Webhook in Pipedrive.

6. Return to your Webmecanik plugin configuration and enter the credentials created (Username and Password).

7. Save.

Step 6 (Optional): Behavioral Activity Sync

To allow sales reps to view marketing interactions directly inside Pipedrive:

1. In Pipedrive, go to Settings > Company settings > Activities.

2. Create custom activity types matching Webmecanik Automation's technical event names (e.g., Form submitted, Email opened, Page visited).

3. In the Webmecanik Automation plugin (Features tab), check Send Mautic activities to integration.

4. Under Events to include when sending activities, select the types of events you wish to transmit.

5. Save.

Testing the Synchronization

To verify that your integration is set up properly, the most reliable method is to simulate a real-world conversion:

1. Create a test form in Webmecanik Automation containing at least First Name, Last Name, Email, and Company Name, along with any other required fields in Pipedrive.

2. Add the form action "Send contact to integration" (selecting Pipedrive).

3. Open the form in Incognito/Private mode to avoid being logged in as an administrator. Use the public URL by removing /s/ from the administration URL (for example, change [https://v-5.automation.webmecanik.com/s/forms/view/1](https://v-5.automation.webmecanik.com/s/forms/view/1) to [https://v-5.automation.webmecanik.com/form/1](https://v-5.automation.webmecanik.com/form/1)).

Once the form is submitted, check Pipedrive to confirm the immediate creation of the contact record and its associated company.