Connect Pipedrive to Ignis
Tag someone in your Ignis inbox and they appear in Pipedrive as a person, with a note on their record for every tag change.
Before you start
An Ignis Growth or Agency plan. Connecting a CRM is included on both.
Owner or admin access to your Ignis workspace.
A Pipedrive login that can install apps from the Pipedrive Marketplace.
01Connect
Connect in under a minute
- 01
In Ignis, open Clients and choose the client whose contacts belong in this CRM.
- 02
Open the CRM tab, press Connect a CRM and choose Pipedrive.
- 03
A Pipedrive window opens. Sign in, choose the company and allow access.
- 04
The window closes by itself and the CRM tab shows Pipedrive as connected.
You connect by signing in with Pipedrive itself, so your Pipedrive password never reaches Ignis.
Starting from the Pipedrive Marketplace instead? Install Ignis there, sign in to Ignis when asked, and choose which client the Pipedrive company belongs to.
02Use it
Tag someone, and Pipedrive follows
Add a tag to someone in your Ignis inbox, from Instagram, Messenger or WhatsApp. Ignis looks for them in Pipedrive by their phone number or email address, and only an exact match counts. A WhatsApp contact brings their number with them, and you can add a phone number or email to anyone from their panel in the inbox. Both kinds of matching start switched on, and you can turn either one off in the CRM tab.
One match. Ignis links the two and uses that record from then on.
More than one. Ignis waits rather than guess, and asks you to pick the right record under Needs your decision in the CRM tab.
None. Ignis creates a Pipedrive person for anyone it cannot match, with their name and any phone number or email you have for them.
Taking a tag off someone Pipedrive has never seen changes nothing there. Every sync is listed in the CRM tab with what happened, so you can always see where a person went.
Changes travel one way, from Ignis to Pipedrive. Edits your team makes inside Pipedrive stay there and change nothing in Ignis.
03Your data
What Ignis writes, and what it reads
| Field in Pipedrive | What goes in it |
|---|---|
| Name | Their name from your inbox, on people Ignis creates. |
| Phone | Their WhatsApp number, or the number your team added in the inbox, on people Ignis creates. |
| The email your team added in the inbox, on people Ignis creates. | |
| Notes | One note per tag change: which tag, added or removed, when, and how Ignis matched the person. |
When Ignis links to a person who was already in Pipedrive, it only adds notes. Their details stay as your team entered them.
Ignis reads Pipedrive only to find the right person by phone number or email address. It does not copy your contact list into Ignis. It keeps the link between each person and their record, and the list of syncs you see in the CRM tab. The privacy policy covers the rest.
The access Ignis asks for
- Contacts: full access
- To find the right person, create them when needed, and add notes to their record.
04Disconnect
Disconnect whenever you like
In Ignis, open the client, go to the CRM tab and press Disconnect. Syncing stops at once and Ignis gives up its access to Pipedrive.
In Pipedrive, open Tools and apps, then Marketplace apps, and uninstall Ignis. Ignis disconnects as soon as Pipedrive tells it. Nothing else to do in Ignis.
People and notes Ignis added stay in Pipedrive.
05Help
Stuck? A person answers.
Email support@ignisapp.co or message us on WhatsApp at +971 55 540 9172. We aim to reply within one business day.
Your inbox and your CRM, in step.
Growth is AED 49 a month for one brand. Agency starts at AED 49 and adds client workspaces at AED 29 each.
No card required. Basic stays free.