CRM & Data Enrichment
Connect Pipedrive to KlickTipp and Sync Contacts
This guide shows you how to connect Pipedrive to KlickTipp and automatically sync contacts, tags, and deal stages. It’s designed for sales and marketing teams who want to eliminate manual data maintenance and streamline personalized email communication.
You’ll learn about the key benefits, practical use cases, and how to set up the integration step by step. A detailed step-by-step guide is provided below.
Your Benefits with KlickTipp and Pipedrive
- Automatic contact synchronization: New leads from Pipedrive are automatically created in KlickTipp—reducing manual work and minimizing errors.
- Dynamic segmentation: Tags in KlickTipp are set based on deal status or activities in Pipedrive to launch personalized email campaigns.
- Timely follow-ups: Emails and reminders are triggered instantly when a deal status changes—helping increase conversion rates.
- Improved campaign performance: Use CRM data from Pipedrive to target audiences more precisely and optimize content.
- Efficient collaboration: Sales and marketing data stay in sync—saving time, improving focus, and enabling better decision-making.
Sync Contacts and Tags with Make
With this integration, contacts, deal stages, and segment information from Pipedrive are automatically transferred to KlickTipp. It reduces manual work, ensures that new leads are immediately available, and enables you to trigger email automations based on CRM segments.
This saves you time, minimizes errors caused by manual data entry, and allows you to automatically launch personalized, timely email sequences. With Make as an integration platform, you can implement synchronization easily without needing developer resources.
Requirements
- Active KlickTipp account with API access
- Make account (formerly Integromat) with scenario access enabled
- Pipedrive account with access to relevant organizations, deals, and leads
- API credentials or API token for Pipedrive, if required by Make
- Sufficient access rights in Pipedrive to create or update contacts and read deals and leads
- Prepared landing page or form in the CRM, if new contacts are captured via Pipedrive forms
Important to Know
The current integration is technically based on integration platforms such as Make or n8n. These are particularly well-suited for individual use cases or smaller data sets.
However, when larger data volumes or more complex automations are involved, these platforms can reach technical and economic limits.
If you have any questions, feel free to contact our support team—we’re happy to help.
Setup in Your KlickTipp Account
Create Data Fields in KlickTipp
KlickTipp provides standard fields (e.g., first name, last name, company, phone number, address). We also recommend creating the following custom field so Pipedrive data can be imported correctly:
- Pipedrive | Person ID (single-line text)
Define or Create KlickTipp Tags
Prepare segmentation: Define labels, tags, or custom fields in Pipedrive, such as Customer or ABC.
- Pipedrive | Send a transaction email
- Pipedrive | Send contact to Pipedrive (n8n)
- Pipedrive | Send contact to Pipedrive (Make)
- Pipedrive | Label – Customer
- Pipedrive | Label – ABC
- Pipedrive | Contact created in Pipedrive
Further Preparation in KlickTipp
Create a webhook to transfer data from KlickTipp and connect it to an appropriate activation tag:
- Pipedrive | Send contact to Pipedrive
Preparations within Pipedrive
- Check permissions: Make sure your Pipedrive user has API access and can read leads as well as create and update contacts.
- Check form workflows (optional): If contacts are captured via Pipedrive forms, ensure that all relevant fields are filled out (email, name, segment information).
- Prepare segmentation: Define labels, tags, or custom fields in Pipedrive (e.g., → Customer or → ABC).
- Create additional fields: Create custom fields for KlickTipp Contact ID (text field) and birthday (date field).
Import Templates
Use the following templates to seamlessly connect KlickTipp and Pipedrive:
Transfer KlickTipp contacts to Pipedrive
Automatically transfers contacts from KlickTipp to Pipedrive and efficiently integrates your marketing and CRM processes.
Synchronize contacts from Pipedrive forms with KlickTipp
Automatically creates or updates contacts in KlickTipp as soon as new leads are received via Pipedrive forms.
Transfer newly added Pipedrive contacts to KlickTipp
Synchronizes new or updated contacts from Pipedrive directly with KlickTipp, ensuring your email marketing always stays up to date.
Transfer existing Pipedrive contacts to KlickTipp for the initial sync
Imports existing contacts to KlickTipp in a structured manner, creating a clean database for your future automations.
Delete contacts from KlickTipp in Pipedrive
Automatically sends deletion requests to Pipedrive so your data remains consistent and GDPR-compliant in both systems.
If you prefer to work with n8n, you can import the following workflow:
Synchronize contacts, consents, and segments between KlickTipp and Pipedrive
Test Setup and Integration
Use the Import Template
- Open the template: Open the desired template in Make.
- Sign in to Make: Click → Use Template or → Use This Template.
- Connect accounts: Authorize Pipedrive and KlickTipp. Use the API token for KlickTipp and the API key or OAuth access for Pipedrive.
- Customize the scenario: Review the trigger modules (e.g., → Watch Leads or → Watch Deals) and select the desired events.
- Check mapping: Verify field mappings (Email → Email, First Name → First Name, pipedrive_id → pipedrive_id). Add mapping for deal stages and tags.
- Add transformations: If field types differ (e.g., number instead of text), insert the appropriate formatting/transformation modules in Make.
- Configure tags: Specify in the scenario which tags are to be added or removed (e.g., if Deal Stage = → Won, then Tag = → [Pipedrive] Won).
- Perform a test run: Test with a sample contact and verify in KlickTipp that the record is created/updated correctly and that the tags are applied.
- Activate the scenario: After a successful test, activate the Make scenario to start automatic synchronization.
Make: Transfer KlickTipp Contacts to Pipedrive
This template enables the automatic transfer of contacts from KlickTipp to Pipedrive and efficiently integrates CRM and marketing processes.
Thoroughly Test the Integration
A thorough testing phase ensures that your synchronization works reliably. Follow these steps:
- Set up a test contact in Pipedrive: Create a new test contact or test lead, and fill in the example fields (first name, last name, phone number, owner, deal stage).
- Run the scenario in Make: Click → Run once or trigger the webhook.
- Check logs: Review the output of each module; check for errors or empty fields.
- Verify in KlickTipp: Make sure the contact exists, the fields are filled in correctly, the custom fields are correct, and the tags are applied correctly.
- Test updates & edge cases: Update the test contact, run the scenario again, test for missing data (e.g., no email).
- Monitor and optimize: Check scenario history, set up retry rules and notifications, adjust transformations.
Go Live Safely
- Final checks:
- Email correctly mapped as key
- Tags/custom fields present
- Filter set for test data
- Activate scenario:
- Switch to “Active”
- Define polling interval
- Check webhooks
- Monitor first runs, check for:
- Duplicates
- Overwrites
- Missing values
- Set up alerts:
- Enable notifications for errors (email/Slack)
- Enable automatic retries.
- Document:
- Document fields/tags for the team
- Note logs
- Iterate & improve:
- Two-way sync
- Expand campaigns across deal stages and segmentation tags.
Make: Transfer Contacts from Pipedrive Forms
Use this template to connect Pipedrive forms directly to KlickTipp. It allows you to automatically create or update contacts, so that new leads are immediately available for email marketing and automations.
- Prepare test data (form submission or test subject).
- Run the scenario in Make (→ Run once).
- Check in KlickTipp: Contact created/updated, custom fields and tags correct.
- Check edge cases: test for missing data, verify error handling.
- Final validation: trigger tag-based automations, test email sequences.
- Activate scenario, monitor initial runs (24–72 hours).
- Set up alerts, iteratively optimize filters/transformations.
Transfer Newly Added Pipedrive Contacts to KlickTipp
Use this template to connect Pipedrive directly to KlickTipp. It allows you to automatically create or update contacts, so that changes in the CRM are immediately available for email marketing and automations.
- Prepare test data: Create a new contact in Pipedrive.
- Run the scenario in Make: Start the scenario in → Run once mode or test mode and check the execution log.
- Verify in KlickTipp: Check that a contact has been created or updated correctly. Pay attention to the email address, first and last name, custom fields (e.g., Pipedrive Person ID), and assigned tags.
- Test edge cases: Submit incomplete records (e.g., missing email) to test how the scenario handles errors. Ensure that your error-handling module reports these runs correctly.
- Final validation: Open the contact in KlickTipp and trigger tag-based automations to confirm that downstream emails or sequences start as expected.
- Activate the scenario: Set the Make scenario to Active after successful testing.
- Monitor initial runs: Check scenario executions in Make for errors during the first 24–72 hours. Check KlickTipp contacts for duplicates and correct tags, and verify that automated email sequences start as planned.
- Set up alerts: Set up notifications for failed runs or recurring errors (e.g., via email or Slack) so you can respond quickly.
- Iterate and optimize: Adjust filters, transformations, and tag rules based on real data to keep segmentation precise and ensure automations remain relevant.
Transfer Existing Pipedrive Contacts to KlickTipp for the Initial Sync
Use this template to easily transfer existing Pipedrive contacts to KlickTipp for an initial sync. The template helps you import existing contacts in an organized manner and create a clean database for future automations.
Test integration
- Click → Run Once to start importing existing contacts into Pipedrive.
- Check whether the corresponding contacts are displayed in KlickTipp.
- Make sure that all fields have been synced as expected and that the tags have been added correctly.
Enable integration
- Once the test is successful, click the → Live button in Make to start the integration.
- Your contacts will now be automatically synced between Pipedrive and KlickTipp.
Delete Contacts from KlickTipp in Pipedrive
Use this template to seamlessly transfer deletion requests from recipients in KlickTipp to Pipedrive. This template allows you to remove contacts in an organized manner and create a clean database for future automations.
Test integration
- Click → Run Once to start processing incoming deletion requests.
- Check whether a corresponding event is sent to Make when an email recipient submits a deletion request.
- Ensure that the contact has been deleted in Pipedrive as expected.
Enable integration
- After successfully testing the integration, activate it by toggling the → Live switch in Make.
- Once activated, contacts will be automatically deleted in Pipedrive when a deletion request is received in KlickTipp.
Next Steps
Here are some possible extensions and use cases after the initial integration.
- Automatically trigger onboarding email sequences when a deal reaches the → Closed Won stage.
- Dynamic segmentation: Transfer CRM tags to KlickTipp as SmartTags.
- Optional two-way synchronization: Sync changes in KlickTipp back to Pipedrive.
- Initial bulk sync: Use the “Transfer Existing Pipedrive Contacts To KlickTipp” template for the first import.
Summary
With this integration, you can automate the synchronization of CRM data between Pipedrive and KlickTipp, save time, minimize errors, and manage leads more efficiently. In short: Pipedrive and KlickTipp together enable faster workflows, smarter segmentation, and more effective email automation.