How to Use the Pipedrive CRM Enricher

Step 1: Provide your input data

Start by telling the Phantom which type of data you’d like to export into Pipedrive.

1. Select your data type (optional):
   • You can choose between:
     • People (contacts) - Default
     • Companies (organizations)
2. Choose your data source:
   • My Lists:
     Choose a saved LinkedIn Leads list you’ve already created in your PhantomBuster workspace.
   • A URL:
     • Paste the URL of a Google Sheet (make sure it’s shared with “Anyone with the link”).
     • Or upload a CSV file (make sure it’s publicly accessible, and note that CSV upload is only available on paid plans).
     • You can also use the results of another Phantom:
       1. Open that Phantom’s console.
       2. Click More → Copy link next to the results file (result.csv).
       3. Paste the copied link directly into this field to use it as your input source.

Once you’ve selected your data source, the setup automatically detects your column headers and display the corresponding Pipedrive fields.
→ You can adjust any mismatched field names here (e.g. emailAddress instead of email).

The Pipedrive CRM Enricher requires an email address for each profile to send data successfully to your Pipedrive account.
If a record doesn’t include an email, the Phantom will skip it and return an error in the Results tab.

More properties (dropdown in setup)

1. Add more Pipedrive properties (Optional):

• Default = none.
• Use this option to send data to custom fields in Pipedrive that don’t appear in the default mapping. To do this, you’ll need the API key of the custom field you want to update, this key identifies the field inside Pipedrive:
  1. In your Pipedrive account, go to Settings → Data fields.
  2. Find or create a custom field and click its three dots → Copy API key.
     → Learn how to create a new custom field (Pipedrive guide)
     
  3. Back in the Phantom setup, under Add more Pipedrive properties, paste that API key followed by the name of the column from your results that you want to sync, using this format: 
     api_key: column_name
     

2. Add Lead Source tag to people (Optional):

• Choose whether to add the tag PhantomBuster to:
  • Both new and existing contacts - Selected by default
  • Only new people
  • None

Step 2: Connect to Pipedrive

To automate actions on your behalf, PhantomBuster connects directly to your Pipedrive account.

• Your Pipedrive API key: Paste your personal API token into the setup 
  → Learn how to find your personal API key (Pipedrive guide)

Step 3: Configure enrichment behavior

• How to handle Pipedrive entries (Optional):
  • Both create new and update existing entries (Default).
  • Only create new entries.
  • Only update existing entries.

Result file settings (dropdown in setup)

• Name your results file (optional)

  • You can customize the file name.

    If you rename the file between launches, the Phantom will create a new results file and start processing inputs from scratch.

Step 4: Select launch frequency

Choose how often the Phantom should run:

1. Launch manually: Start the Phantom yourself whenever you need.
2. Launch once at a specific time: schedule a one-time run at a set date and time.
3. Launch repeatedly: schedule regular runs (e.g. once per day, several times during working hours).
4. Launch after another Phantom: chain automations together so this Phantom starts right after another finishes.
5. Advanced scheduling: customize the exact minutes, hours, days, or months when the Phantom should run.

→ For a complete walkthrough of scheduling options, see our guide to scheduling Phantoms automatically.

Step 5 (Optional): Advanced settings

Advanced settings are available if you want to fine-tune how your Phantom runs, but by default they’re already optimized for most use cases.

We recommend leaving them as they are unless a guide specifically instructs you to change something.

→ For a detailed overview of all advanced options (like execution limits, retries, email notifications, proxies, webhooks, and file management), see our Advanced settings guide.

Launch and results

When you’re ready:

1. Click Launch to start your Phantom.
2. Data will sync directly to your Pipedrive CRM.
3. Check the Results tab in the Phantom console for processing logs.

Export and input limits on the Free plan
If you’re on the Free plan or Free trial, some features are limited:
- CSV exports include only the first 10 rows of results.
- CSV download links (for dynamic viewing in Google Sheets or integrations) are not available.
- JSON exports are not available.
- CSV upload as an input method is not supported.
To unlock all features, you’ll need to upgrade to a paid plan.

What you give (Input) and What you get (Output)

This section gives you a detailed breakdown of everything you need to provide to run this Phantom, and everything you’ll receive once it completes.

What you give (Input)

What you get (Output)

Tips and troubleshooting

Common pitfalls

• Using a private spreadsheet (make sure it’s set to “Anyone with the link”).
• Field mappings mismatched → Check that each PhantomBuster field corresponds to the correct Pipedrive property.
• Pipedrive API key missing or invalid → Confirm that you’ve pasted your Personal API token from your Pipedrive account in Step 2.
• Custom fields not updating → Ensure you’ve used the custom field API key, not the display name, in the Add more Pipedrive properties section.
• Error: “Contact doesn’t have an email to be added” → This means Pipedrive can’t create or update a contact because the record doesn’t include an email address.
  • To fix it:
    • Run the LinkedIn Profile Scraper first.
    • Enable Email Discovery to find verified professional emails.
    • Rerun the Pipedrive CRM Enricher once your list includes valid emails.

If you run into issues

• Check how to troubleshoot your phantom using Logs.
• Browse the Fix Issues & Troubleshoot Errors section for solutions to common problems.
• Review our Automation Rate Limits by Platform guide.
• Check our Best Practices for Social Media Automation guide.

Suggested automations

To get the best results with this Phantom, make sure your leads are fully enriched before syncing them to Pipedrive. Here’s a recommended automation path:

• Start with LinkedIn Profile Scraper → Extract complete profile data, including email addresses when available. (This step is essential, the Pipedrive CRM Enricher needs an email for each record to send data successfully.)
• Enrich company and activity data (optional) with:
  • LinkedIn Company Scraper → Collect company information for each profile.
  • LinkedIn Activity Extractor → Capture recent engagement or post activity to qualify prospects.
• Qualify leads with AI Advanced Enricher → Score, summarize, or generate outreach-ready notes before pushing to your CRM.
• Finally, run the Pipedrive CRM Enricher → Sync your enriched and verified contact data directly into your Pipedrive account.