> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetdarwin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Send leads to Pipedrive

> Add every lead from Darwin's website chat to Pipedrive as a person, and optionally a lead or deal, through Zapier and without code.

<div className="darwin-location"><strong>Runs through</strong> Zapier → Darwin + Pipedrive <a href="https://app.meetdarwin.ai/admin/settings/api">Open API settings ↗</a></div>

When a visitor leaves their name and email in Darwin's chat, Zapier adds them to Pipedrive as a person, with the page they chatted on and a link to the conversation.

<Note>
  This connection runs through Zapier: Darwin's Zapier app starts the Zap and Zapier's Pipedrive app does the work in Pipedrive. You choose the fields. This recipe is a two-step Zap, which Zapier's free plan includes.
</Note>

## Before you start

* A Pipedrive account on any plan, including the free trial. API access must be on for the connecting user, which it is unless an admin turned it off.
* Darwin added to your Zapier account and a Darwin key for Zapier. [Connect Zapier](/integrations/zapier) covers both in two minutes.

## Add a person for every new lead

<Steps>
  <Step title="Choose the Darwin trigger">
    In Zapier, create a Zap. For the trigger, choose **Darwin** and the event **New Lead**. Connect your Darwin account with the key, then select **Test trigger** to load a sample.
  </Step>

  <Step title="Add the Pipedrive action">
    Choose **Pipedrive** as the action app and the event **Create Person**, then connect your Pipedrive account.
  </Step>

  <Step title="Map the fields">
    Darwin's lead carries **Email**, **First name**, **Last name**, **Company** and **Phone** when the visitor gave them, plus **Page URL**, **Traffic source**, the UTM values, Darwin's grade and **Darwin url**, a link to the conversation. Map:

    | Pipedrive field | Darwin field |
    | - | - |
    | Name | Full name |
    | Email | Email |
    | Phone | Phone |
  </Step>

  <Step title="Test and publish">
    Test the action, check the result in Pipedrive, then publish the Zap. The next lead from your website appears under Contacts in Pipedrive.
  </Step>
</Steps>

## Add a lead or a deal too

To put the visitor in front of your team, add Zapier's **Create Lead** (Leads Inbox) or **Create Deal** as a further step, using the person from the step before. Steps after the first need a paid Zapier plan. Put **Darwin url** in a note so the rep can read the chat.

## Good to know

* Use **Find or Create Person** instead of **Create Person** if the visitor may already be in Pipedrive.
* The Zap acts on leads from the moment you turn it on.

<AccordionGroup>
  <Accordion title="Darwin isn't listed in Zapier">
    Darwin is in private beta on Zapier. Open the invite link in [Connect Zapier](/integrations/zapier) while signed in to the Zapier account you build Zaps in.
  </Accordion>

  <Accordion title="Is this a native Pipedrive integration?">
    No. It runs through Zapier: Darwin's Zapier app starts the Zap and Zapier's Pipedrive app adds the person. You choose which fields go where.
  </Accordion>

  <Accordion title="My Agent Studio test didn't start the Zap">
    Preview conversations never start a Zap, so testing your agent doesn't fill your tools. Chat on your live website to test end to end, or use the samples from **Test trigger**.
  </Accordion>
</AccordionGroup>

[Connect Zapier →](/integrations/zapier) · [All Darwin triggers and actions →](/integrations/zapier#triggers) · [Webhooks and the API →](/api-reference/introduction)


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