Overview
Connect Pipedrive to Octanist so your ad platforms learn which campaigns bring in deals, not just form fills. As deals move through pipeline stages in Pipedrive, the matching leads in Octanist update and the results go back to your ad platforms as offline conversions.
Pipedrive moves deals through the stages of a pipeline and marks them as won or lost. Octanist follows the pipeline you choose: the stages you map qualify your leads, and won or lost deals close them, with the deal value as the conversion value.
How it works
You sign in with Pipedrive and choose the pipeline to follow. Then you map pipeline stages to qualified, won and lost. Octanist checks Pipedrive for changes about once an hour and matches each record to the lead it came from by email address or phone number.
Close the sales-marketing loop
Your sales team already keeps Pipedrive up to date. Octanist turns that work into the signal your ad platforms need to bid on the leads that become customers.
Use cases
Stage mapping
Choose which pipeline stages count as qualified, won or lost. Other stages leave the lead alone.
Deal value
The amount on a won record becomes the conversion value, so bidding can optimize for revenue.
Offline conversions
Qualified and won leads go to Google Ads, Meta Ads and the other ad platforms you connected.
No webhooks to set up
Connect by signing in to Pipedrive. There are no automations to build or URLs to paste.
Getting started
Open Integrations in Octanist, choose Pipedrive and sign in. Then map pipeline stages to qualified, won and lost.
