<p style="text-align: justify">When you connect apps and sync contacts, you map the relevant fields so that data can sync between Pipedrive and the connected app. This article lists the objects and field types you can map.</p><hr>
<h2 style="text-align: justify">Where to find Outfunnel in Pipedrive<a name="where-to-find-outfunnel-in-pipedrive"></a></h2>
<p style="text-align: justify">Go to <strong>Settings &gt; Tools &amp; apps &gt; Marketing sync</strong> (or Mailchimp or Calendly). This opens Outfunnel by Pipedrive in a new window, where you set up field mapping for each sync.</p>
<hr>
<h2 style="text-align: justify">Supported object fields per app<a name="supported-object-fields-per-app"></a></h2>
<table><tbody><tr><td><p style="text-align: justify"><strong>App</strong></p></td><td><p style="text-align: justify"><strong>Contact fields</strong></p></td><td><p style="text-align: justify"><strong>Organization fields</strong></p></td><td><p style="text-align: justify"><strong>Deal fields</strong></p></td></tr><tr><td><p style="text-align: justify"><strong>Pipedrive</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">Source only</p></td></tr><tr><td><p style="text-align: justify"><strong>Mailchimp</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Klaviyo</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Brevo</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">Not supported</p></td><td><p style="text-align: justify">Not supported</p></td></tr><tr><td><p style="text-align: justify"><strong>ActiveCampaign</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">Not supported</p></td><td><p style="text-align: justify">Not supported</p></td></tr><tr><td><p style="text-align: justify"><strong>MailerLite</strong></p></td><td><p style="text-align: justify">Supported</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Google Sheets</strong></p></td><td><p style="text-align: justify">Columns as destination only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Airtable</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Calendly</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Facebook Lead Ads</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>LinkedIn Lead Forms</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Wix forms</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr><tr><td><p style="text-align: justify"><strong>Webflow forms</strong></p></td><td><p style="text-align: justify">Source only</p></td><td><p style="text-align: justify">N/A</p></td><td><p style="text-align: justify">N/A</p></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">Supported field mapping types<a name="supported-field-mapping-types"></a></h2>
<p style="text-align: justify">The table shows which destination field types each source field type can be mapped to.</p>
<table><tbody><tr><td><p style="text-align: justify"><strong>Source field type</strong></p></td><td><p style="text-align: justify"><strong>Destination field type</strong></p></td></tr><tr><td><p style="text-align: justify">Text</p></td><td><p style="text-align: justify">Text, Phone, Number, Single option, Multiple option, Address, Tag, URL</p></td></tr><tr><td><p style="text-align: justify">Number</p></td><td><p style="text-align: justify">Number, Phone, Monetary, Text</p></td></tr><tr><td><p style="text-align: justify">Phone</p></td><td><p style="text-align: justify">Phone, Number, Text</p></td></tr><tr><td><p style="text-align: justify">Date</p></td><td><p style="text-align: justify">Date, Text</p></td></tr><tr><td><p style="text-align: justify">Monetary</p></td><td><p style="text-align: justify">Number, Text</p></td></tr><tr><td><p style="text-align: justify">Single option</p></td><td><p style="text-align: justify">Single option, Text, Multiple option</p></td></tr><tr><td><p style="text-align: justify">Multiple option</p></td><td><p style="text-align: justify">Multiple option, Text, Tag, Single option</p></td></tr><tr><td><p style="text-align: justify">Address</p></td><td><p style="text-align: justify">Address, Text</p></td></tr><tr><td><p style="text-align: justify">Tag</p></td><td><p style="text-align: justify">Tag, Multiple option, Text, Single option</p></td></tr><tr><td><p style="text-align: justify">URL</p></td><td><p style="text-align: justify">Text, URL</p></td></tr><tr><td><p style="text-align: justify">File upload</p></td><td><p style="text-align: justify">Text, URL</p></td></tr></tbody></table>
<hr>
<h1 style="text-align: justify">Special cases</h1>
<h3 style="text-align: justify">Mapping a multiple option field to a text field<a name="mapping-a-multiple-option-field-to-a-text-field"></a></h3>
<p style="text-align: justify">When you sync data from a multiple option field to a text field, the values are separated by commas in the text field.</p>
<p style="text-align: justify">When you sync data from a text field to a multiple option field, make sure the values in the text field are separated by "," (for example, "lead, customer, employee") and that the values already exist in the multiple option field.</p>
<h3 style="text-align: justify">Mailchimp address field<a name="mailchimp-address-field"></a></h3>
<p style="text-align: justify">The Mailchimp address field is only filled in if the street name, city and postal code are present. We also recommend including the country. Otherwise, Mailchimp defaults to the US, and the sync may fail if the address is not in the US.</p>
<h3 style="text-align: justify">Pre-create values for single and multiple option fields<a name="pre-create-values-for-single-and-multiple-option-fields"></a></h3>
<p style="text-align: justify">Make sure the options already exist (case insensitive) in both apps. For example, if you map the Tag field between two apps and want the value "lead" to sync from app A to app B, make sure this value exists in that field in app B.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The only exceptions are Mailchimp and ActiveCampaign tag fields, where values are created automatically.</div>
<h3 style="text-align: justify">Mapping a single option field to a multiple option field<a name="mapping-a-single-option-field-to-a-multiple-option-field"></a></h3>
<p style="text-align: justify">You can map a single option field to a multiple option field and the other way around. When a multiple option field syncs to a single option field, only the first value is synced.</p>
<hr><h2 style="text-align: justify">Unsupported or special fields<a name="unsupported-or-special-fields"></a></h2>
<p style="text-align: justify">Use the in-app support chat if you need to sync any of these field types:</p>
<table><tbody><tr><td><p><strong>App</strong></p></td><td><p><strong>Field type</strong></p></td></tr><tr><td><p>Pipedrive</p></td><td><ul><li>Time</li><li>Time range</li><li>Date range</li></ul></td></tr><tr><td><p>Mailchimp</p></td><td><ul><li>Birthday: can only be used as a source, because it doesn't include the year and could delete the year in the other app</li></ul></td></tr><tr><td><p>Klaviyo</p></td><td><ul><li>List/segment field</li></ul></td></tr></tbody></table>

Supported field types for Marketing sync by Outfunnel

where-to-find-outfunnel-in-pipedrive

Where to find Outfunnel in Pipedrive

supported-object-fields-per-app

Supported object fields per app

supported-field-mapping-types

mapping-a-multiple-option-field-to-a-text-field

Mapping a multiple option field to a text field

mailchimp-address-field

Mailchimp address field

pre-create-values-for-single-and-multiple-option-fields

Pre-create values for single and multiple option fields

mapping-a-single-option-field-to-a-multiple-option-field

Mapping a single option field to a multiple option field

Supported field mapping types

unsupported-or-special-fields

Unsupported or special fields

<p style="text-align: justify">Pipedrive has <strong>two</strong> older Mailchimp integrations: the legacy "Mailchimp sync" app and the newer Mailchimp app launched at the end of 2025. Both are being replaced by the new Mailchimp integration, powered by <strong>Outfunnel</strong>.</p><hr>
<h2 style="text-align: justify">What is changing?<a name="what-is-changing"></a></h2>
<ul><li>Both older Mailchimp integrations are closed to new installs. If you already use one, you can still re-authenticate it.</li><li>Both older integrations will stop working on <strong>1 March 2027</strong>.</li><li>To keep your Pipedrive and Mailchimp data in sync, migrate to the new Mailchimp integration before that date.</li></ul><hr>
<h2 style="text-align: justify">Why migrate?<a name="why-migrate"></a></h2>
<p style="text-align: justify">Compared to the older integrations, the new Mailchimp integration gives you:</p>
<ul><li><strong>Advanced field mapping:</strong> map tags as well as deal and organization fields, not just person fields.</li><li><strong>Faster syncs:</strong> data syncs from instantly to every 2 hours, depending on the app. The older integrations synced a few times per day.</li><li><strong>Status monitoring:</strong> see what ran and what failed. The older integrations failed silently.</li><li><strong>Large audiences:</strong> large audiences sync reliably. The older integrations could stall at 50,000+ contacts.</li><li><strong>Better contact handling:</strong> email address changes are handled properly, and so are contacts that stop matching your filters.</li><li><strong>Email engagement in Pipedrive:</strong> opens and clicks are recorded on the contact in Pipedrive.</li><li><strong>More apps:</strong> connect Pipedrive to other tools such as Calendly, Klaviyo, Brevo, ActiveCampaign and form apps.</li></ul><hr>
<h2 style="text-align: justify">Before you start<a name="before-you-start"></a></h2>
<ul><li>The Mailchimp integration is available on the Pipedrive <strong>Growth plan and above</strong>. If you're on the Lite plan and already use one of the older Mailchimp integrations, you keep access to Mailchimp syncing after you migrate.</li><li>You don't need a separate account. It is created automatically when you activate the integration, and you sign in with your Pipedrive account.</li><li>The Pipedrive filters used in your existing syncs must be <strong>shared</strong>, not private.</li></ul><hr>
<h2 style="text-align: justify">How to migrate<a name="how-to-migrate"></a></h2>
<ol><li>Go to <strong>Settings &gt; Tools &amp; apps &gt; Mailchimp</strong>. This opens Outfunnel by Pipedrive in a new tab where you can set up the integration.</li><li>If you have existing syncs in an older Mailchimp integration, you'll see a prompt to migrate them.</li><li>The prerequisites are checked automatically:<ul><li>Pipedrive is connected (this happens automatically)</li><li>Mailchimp is connected</li><li>Your Pipedrive sync filters are shared, not private</li></ul></li><li>Confirm the migration. Your syncs are created in Outfunnel by Pipedrive for you to review, and your old syncs are paused.</li><li>The migration completes in seconds. Review your new syncs and activate them. The initial sync then runs.</li></ol><hr>
<h2 style="text-align: justify">How do my old syncs map to the new integration?<a name="how-do-my-old-syncs-map-to-the-new-integration"></a></h2>
<table><tbody><tr><td><p style="text-align: center"><strong>Old sync</strong></p></td><td><p style="text-align: center"><strong>New sync</strong></p></td></tr><tr><td><p style="text-align: center">Regular Pipedrive &gt; Mailchimp or Mailchimp &gt; Pipedrive sync</p></td><td><p style="text-align: center">A one-way contact sync with the same filters, tags and segments, field mappings and actions</p></td></tr><tr><td><p style="text-align: center">Pipeline stage trigger</p></td><td><p style="text-align: center">A new person filter in Pipedrive, plus a contact sync that uses it</p></td></tr><tr><td><p style="text-align: center">New subscriber trigger</p></td><td><p style="text-align: center">An engagement sync</p></td></tr><tr><td><p style="text-align: center">Sync targeting several Pipedrive segments</p></td><td><p style="text-align: center">One contact sync per segment</p></td></tr></tbody></table>
<hr><h2 style="text-align: justify">Good to know<a name="good-to-know"></a></h2>
<ul><li><strong>Migration is per user, not per company.</strong> Syncs are tied to the Pipedrive user who created them. If two colleagues each built syncs, both need to migrate.</li><li><strong>One Mailchimp account per shared space.</strong> If different users connected different Mailchimp accounts, only one of them can be used in the company's shared space. The other needs to use a personal space.</li><li>You can run the same migration twice: once into your personal space and once into the shared space.</li><li><strong>Gradual rollout:</strong> the migration is being rolled out gradually, so you may not see the migration prompt right away. If you don't see it yet and want to migrate now, use the in-app support chat.</li></ul>

I'm using an older Mailchimp integration. Why and how to migrate?

what-is-changing

What is changing?

why-migrate

Why migrate?

before-you-start

Before you start

how-to-migrate

How to migrate

how-do-my-old-syncs-map-to-the-new-integration

How do my old syncs map to the new integration?

good-to-know

Good to know

<p style="text-align: justify"><strong>Outfunnel by Pipedrive</strong> is included in your Pipedrive plan. The apps you can connect depend on your Pipedrive plan, and a fair-use cap applies to the volume of data you sync.<br></p>
<table><tbody><tr><td><p style="text-align: center"><strong>Pipedrive plan</strong></p></td><td><p style="text-align: center"><strong>Apps included</strong></p></td></tr><tr><td><p style="text-align: center">Lite and above</p></td><td><p style="text-align: center">Calendly, Facebook Lead Ads, LinkedIn Lead Gen Forms, Wix, Webflow</p></td></tr><tr><td><p style="text-align: center">Growth and above</p></td><td><p style="text-align: center">Everything above, plus Mailchimp</p></td></tr><tr><td><p style="text-align: center">Premium and above</p></td><td><p style="text-align: center">Everything above, plus other marketing and database apps: Klaviyo, ActiveCampaign, Brevo, MailerLite, Google Sheets and Airtable</p></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">Is there a limit on how much data I can sync?<a name="is-there-a-limit-on-how-much-data-i-can-sync"></a></h2>
<p style="text-align: justify">Yes. A fair-use cap applies to the amount of data synced. The cap is set to cover the needs of most businesses.</p>
<ul><li>Lite plan - sync leads/form submissions for up to 500 active contacts per month.</li><li>If you're on the Lite plan and migrated from an older Pipedrive Mailchimp integration, you can keep syncing Mailchimp for up to 25,000 active contacts per month.</li><li>Growth plan and above - sync form submissions, contacts and engagements for up to 25,000 active contacts per month.</li></ul>
<p style="text-align: justify">Please note we reserve the right to change the fair use policy caps.</p>
<hr>
<h2 style="text-align: justify">How is my usage counted?<a name="how-is-my-usage-counted"></a></h2>
<p style="text-align: justify">We use <strong>active contacts</strong> to determine fair use. A contact counts as an active contact if, in the given period:</p>
<ul><li>The contact is part of a contact or form sync, or</li><li>An engagement has been recorded for the contact</li></ul>
<p style="text-align: justify"><strong>Good to know:</strong></p>
<ul><li>You can make unlimited updates to a unique contact (based on email address) within a period.</li><li>Each unique contact is counted only once per period, even if they are part of several syncs.</li><li>Only contacts that match the conditions above are counted. For example, if Pipedrive has 10,000 people but only 2,000 are in an active sync, your active contacts count is 2,000.</li><li>The count resets at the start of each month.</li></ul>
<hr>
<h2 style="text-align: justify">Where can I see my current usage?<a name="where-can-i-see-my-current-usage"></a></h2>
<p style="text-align: justify">You can see your usage on the <a href="https://app.outfunnel.com/account/billing" target="_blank" rel="noreferrer noopener">Usage and Plans page</a> in Outfunnel by Pipedrive.</p>
<p style="text-align: justify">You can also see how much data each connection has synced on the respective Status pages.</p>
<hr>
<h2 style="text-align: justify">What happens when I reach the fair usage cap?<a name="what-happens-when-i-reach-the-fair-usage-cap"></a></h2>
<p style="text-align: justify">You'll see a notification in-app and we may also send you notifications via email.</p>
<p style="text-align: justify">During the introductory period, your data keeps syncing even if you go past the fair-use cap. From Q1 2027, we may ask you to upgrade your plan or buy an add-on to keep syncing.</p>
<hr>
<h2 style="text-align: justify">How can I keep my usage down?<a name="how-can-i-keep-my-usage-down"></a></h2>
<p style="text-align: justify"><strong>Contact sync</strong></p>
<ul><li>We recommend only syncing contacts that you are actively marketing to and removing the inactive contacts from the Pipedrive filter.</li><li>Contacts that run into compliance errors in contact sync count toward Active Contacts. We recommend removing these contacts from your Pipedrive filter</li></ul>
<p style="text-align: justify"><strong>Engagement sync</strong></p>
<ul><li>Consider turning off email send recording as this usually generates the most Active Contacts. This way Outfunnel by Pipedrive only records engagement for opens/clicks/bounces/unsubscribes.</li></ul>

How much data can I sync with Marketing sync by Outfunnel?

is-there-a-limit-on-how-much-data-i-can-sync

Is there a limit on how much data I can sync?

how-is-my-usage-counted

How is my usage counted?

where-can-i-see-my-current-usage

Where can I see my current usage?

what-happens-when-i-reach-the-fair-usage-cap

What happens when I reach the fair usage cap?

how-can-i-keep-my-usage-down

How can I keep my usage down?

<p style="text-align: justify">Calendly makes scheduling meetings easy, without back-and-forth emails. By default, Calendly links to your calendar but doesn't sync meetings or new contacts to Pipedrive for your sales team to see and track.</p>
<p style="text-align: justify">With this integration, your Calendly meetings are automatically recorded in Pipedrive, along with custom fields. It helps you:</p>
<ul><li>Automatically add new contacts from Calendly to Pipedrive, so you don't have to add them manually.</li><li>Map custom fields so all the data you need is synced to Pipedrive, and your sales team can easily build filters to group contacts.</li><li>Record meeting activities for your contacts in Pipedrive, so your sales team has the full context.</li></ul><hr>
<h2 style="text-align: justify">Before you start<a name="before-you-start"></a></h2>
<ul><li><strong>Pipedrive plan:</strong> Available on all Pipedrive plans from Lite onwards.</li><li><strong>Calendly requirements:</strong> You need to be an <strong>admin</strong> in Calendly and on Calendly's Standard, Teams, Professional or Enterprise plan.</li><li><strong>No separate account needed:</strong> You sign in with your Pipedrive account. Your Outfunnel by Pipedrive account is created automatically when you activate the integration.</li><li><strong>Shared space:</strong> By default, you set up syncs in your company's shared space. Admins, and users with the relevant permission, can create connections there. A shared space can hold one Calendly account. To connect a second Calendly account, switch to your personal space.</li><li><strong>Fair use:</strong> A fair-use cap applies to the amount of data synced. See: <a href="http://support.outfunnel.com/en/articles/17663402-pd-kb-how-to-set-up-a-connection-between-calendly-and-pipedrive#" target="_blank" rel="noreferrer noopener">How much data can I sync with Marketing sync by Outfunnel?</a></li></ul><hr>
<h2 style="text-align: justify">How to record Calendly meetings in Pipedrive<a name="how-to-record-calendly-meetings-in-pipedrive"></a></h2>
<ol><li>Go to <strong>Settings &gt; Tools &amp; apps &gt; Calendly.</strong> In the window that opens, authenticate Calendly as instructed on screen, then click <strong>Create connection</strong>. Pipedrive is connected automatically.</li><li><strong>Select the meeting type from the dropdown.</strong> If your meeting type is missing, click <strong>Refresh fields</strong>. It should appear in a few moments. Only Calendly admins can see other users' and teams' meeting types. If you still don't see the meeting types you need, use the in-app support chat.</li><li><strong>Select the fields and custom fields you want to sync to Pipedrive</strong> with field mapping. If a field doesn't exist in Pipedrive yet, create it first.</li></ol>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2765459797/326bc62854e3d4036024854e08e8/Screenshot+2026-10-26+at+14_18_32.png?expires=1793988000&amp;signature=9cac1bd054ed44edd511f05138c4fb1b6ff3df98bc5e0f627fba8a8febf03a5d&amp;req=dichE817lIZWXvMW3nq%2BgTW%2Blblr8Bl%2FgvcBXQu5F5jhOcYjSZLJoQrHaIKu%0A7deu8hkoVxIoy26GbFyAQxpYf0U%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2765459797/326bc62854e3d4036024854e08e8/Screenshot+2026-10-26+at+14_18_32.png?expires=1793988000&amp;signature=9cac1bd054ed44edd511f05138c4fb1b6ff3df98bc5e0f627fba8a8febf03a5d&amp;req=dichE817lIZWXvMW3nq%2BgTW%2Blblr8Bl%2FgvcBXQu5F5jhOcYjSZLJoQrHaIKu%0A7deu8hkoVxIoy26GbFyAQxpYf0U%3D%0A" alt="" width="2154" height="1520"></a></figure>


<ol><li><strong>Define how meetings are recorded in Pipedrive.</strong> You can:<ul><li>Create a contact (if it doesn't exist yet)</li><li>Create an activity</li><li>Create a lead</li><li>Create a deal</li><li>Update a field</li></ul></li><li><strong>Click Activate</strong> to put the connection live. To test it, book a Calendly meeting. The contact is created and the meeting is recorded in Pipedrive within 30 seconds.</li></ol>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2765469220/3a326640c4f2bb5d87ab0a77951c/Screenshot+2026-10-26+at+14_23_27.png?expires=1793988000&amp;signature=a0031ef677b7011691328cc6216d5e440e9c8d54996a88d469c9cafd87b2681f&amp;req=dichE814lINdWfMW3nq%2BgSnoj3QJUkz8TlW5PyLArXjNUs%2F7XxjsWg%2F%2FbnlA%0ALw4mP07I1CmihkeKqDlwPShxpRk%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2765469220/3a326640c4f2bb5d87ab0a77951c/Screenshot+2026-10-26+at+14_23_27.png?expires=1793988000&amp;signature=a0031ef677b7011691328cc6216d5e440e9c8d54996a88d469c9cafd87b2681f&amp;req=dichE814lINdWfMW3nq%2BgSnoj3QJUkz8TlW5PyLArXjNUs%2F7XxjsWg%2F%2FbnlA%0ALw4mP07I1CmihkeKqDlwPShxpRk%3D%0A" alt="" width="2242" height="1524"></a></figure>


<hr><h2 style="text-align: justify">Check sync status<a name="check-sync-status"></a></h2>
<p style="text-align: justify">Once the connection is live, go to the status page to see who has booked a meeting and whether anything failed.</p>

<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2753483900/eee863b2131b5c212b10208b0339/new_calendly_status.png?expires=1793988000&amp;signature=bf79234316ddce4f3f4b159ae472f9b98eccc090ddb4ba2a51487168c5ea90ab&amp;req=diciFc12nohfWfMW3nq%2BgdO37v8loEh4jgzT8LGovMuqBllB2QhtFGHercUP%0AGrR%2BPSeCuFL3xf1ikJrQi%2Fvm9iw%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2753483900/eee863b2131b5c212b10208b0339/new_calendly_status.png?expires=1793988000&amp;signature=bf79234316ddce4f3f4b159ae472f9b98eccc090ddb4ba2a51487168c5ea90ab&amp;req=diciFc12nohfWfMW3nq%2BgdO37v8loEh4jgzT8LGovMuqBllB2QhtFGHercUP%0AGrR%2BPSeCuFL3xf1ikJrQi%2Fvm9iw%3D%0A" alt="" width="2304" height="1503"></a></figure>
<hr>
<h2 style="text-align: justify">Tips and useful definitions<a name="tips-and-useful-definitions"></a></h2>
<ul><li><strong>The default "Meeting" activity type in Pipedrive is used.</strong> If it has been deleted, it is recreated automatically.</li><li><strong>Contact and activity ownership:</strong><ul><li>If the contact doesn't exist in Pipedrive, the contact and activity are assigned to the Calendly meeting owner.</li><li>If the contact exists, the contact owner in Pipedrive doesn't change, but the activity is assigned to the Calendly meeting owner.</li><li>If the Calendly meeting owner's email doesn't match a Pipedrive user, the activity falls back to the contact owner. If there is no contact, it falls back to the user who authenticated Calendly in the integration.</li></ul></li></ul><div style="text-align: justify" class="support-note warning"><strong>Note: </strong>Rescheduled and canceled meetings don't update the activity in Pipedrive.</div>

Set up a connection between Calendly and Pipedrive

how-to-record-calendly-meetings-in-pipedrive

How to record Calendly meetings in Pipedrive

check-sync-status

Check sync status

tips-and-useful-definitions

Tips and useful definitions

<p style="text-align: justify">Facebook Lead Ads let you run lead generation campaigns on Facebook and Instagram. By default, Facebook stores new leads on its platform and you can download them as a CSV file. Without an integration, you'd have to export the CSV and import it into Pipedrive manually.</p>
<p style="text-align: justify">With the Facebook Lead Ads sync, new leads are added to Pipedrive automatically, saving you time. The sync lets you:</p>
<ul><li><strong>Automatically add Facebook Lead Ads submissions to Pipedrive as contacts.</strong> No more manual exporting and importing.</li><li><strong>Map custom fields</strong> so all the data you need reaches Pipedrive, and your sales team can create filters to categorize incoming leads.</li><li><strong>Create leads, deals, activities or notes</strong> in Pipedrive for each submission.</li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/CRM%20Lead%20Submission%20Record.png" alt=""></figure>
<hr><h2 style="text-align: justify">Before you start<a name="before-you-start"></a></h2>
<ul><li><strong>Pipedrive plan:</strong> Available on all Pipedrive plans from Lite onwards.</li><li><strong>No separate account needed:</strong> You sign in with your Pipedrive account. Your <strong>Outfunnel by Pipedrive</strong> account is created automatically when you activate the integration.</li><li><strong>Shared space:</strong> By default, you set up syncs in your company's shared space. Admins, and users with the relevant permission, can create connections there. A shared space can hold one Facebook account. To connect a second Facebook account, switch to your personal space.</li><li><strong>Fair use:</strong> A fair-use cap applies to the amount of data synced. See: <a href="http://support.outfunnel.com/en/articles/17663404-pd-kb-how-to-sync-facebook-lead-ads-to-pipedrive#" target="_blank" rel="noreferrer noopener">How much data can I sync with Marketing sync by Outfunnel?</a></li></ul>
<p style="text-align: justify">In Facebook, you'll also need:</p>
<ul><li><strong>Accepted terms of service.</strong> You can check this at <a href="https://www.facebook.com/ads/leadgen/tos" target="_blank" rel="noreferrer noopener">https://www.facebook.com/ads/leadgen/tos</a>.</li><li><strong>Admin access.</strong> You need admin permissions for the Facebook page and for the ad account.</li><li><strong>Leads access.</strong> Go to<strong> <a href="https://business.facebook.com/" target="_blank" rel="noreferrer noopener">https://business.facebook.com</a> &gt; Business settings &gt; Integrations &gt; Lead Access &gt; CRM</strong>. Add Outfunnel and enable permissions.</li><li><strong>At least one lead ad.</strong></li></ul>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Only <strong>Business Manager</strong> Lead Ads are supported. <strong>Ads Manager</strong> is currently not supported.</div><hr>
<h2 style="text-align: justify">Record Facebook Lead Ads form submissions in Pipedrive<a name="record-facebook-lead-ads-form-submissions-in-pipedrive"></a></h2>
<h3 style="text-align: justify">1. Go to Settings &gt; Tools &amp; apps &gt; Marketing sync<a name="go-to-settings-tools-apps-marketing-sync"></a></h3>
<p style="text-align: justify">Go to <strong>Settings &gt; Tools &amp; apps &gt; Marketing sync</strong>. This opens a new window where you can set up the integration.</p>
<h3 style="text-align: justify">2. Authenticate Facebook<a name="authenticate-facebook"></a></h3>
<p style="text-align: justify">Select Facebook Lead Ads if it's not pre-selected and authenticate it as instructed on screen. Pipedrive is connected automatically, so you only need to authorize Facebook. Then create the connection.</p>
<h3 style="text-align: justify">3. Choose the form<a name="choose-the-form"></a></h3>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2765520223/bdc6c9f4965328adbd5bc8602875/Screenshot+2026-10-26+at+14_50_01.png?expires=1793923200&amp;signature=c7bef27e8707cf78303c7064a790ae41ae25339726bc4ff080e18147ee8c174a&amp;req=dichE8x8nYNdWvMW3nq%2BgT4l1FN1orcEXajIoZuKJPgZGmaj6fXyTEUPb37j%0AqeIE%2BrbsYmm9NPUt1FsAhS1HxdU%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2765520223/bdc6c9f4965328adbd5bc8602875/Screenshot+2026-10-26+at+14_50_01.png?expires=1793923200&amp;signature=c7bef27e8707cf78303c7064a790ae41ae25339726bc4ff080e18147ee8c174a&amp;req=dichE8x8nYNdWvMW3nq%2BgT4l1FN1orcEXajIoZuKJPgZGmaj6fXyTEUPb37j%0AqeIE%2BrbsYmm9NPUt1FsAhS1HxdU%3D%0A" alt="" width="1131" height="1082"></a></figure>
<p style="text-align: justify">Select the form from the dropdown. If your form is missing, click <strong>Refresh fields</strong> and it should appear in a few moments. For troubleshooting, see <a href="http://support.outfunnel.com/en/articles/17663404-pd-kb-how-to-sync-facebook-lead-ads-to-pipedrive#">Common reasons data is not syncing as expected</a>.</p>
<h3 style="text-align: justify">4. Map fields<a name="map-fields"></a></h3>
<p style="text-align: justify">Email, First name and Last name are required at a minimum. If a field you want to map to doesn't exist in Pipedrive, create it and click <strong>Refresh list</strong>.</p>
<p style="text-align: justify"><strong>Custom form fields</strong></p>
<ul><li><strong>Supported:</strong> Multiple Choice and Short Answer</li><li><strong>Not supported:</strong> Conditional and Appointment Request</li></ul>
<h3 style="text-align: justify">5. Define how form submissions are recorded<a name="define-how-form-submissions-are-recorded"></a></h3>
<ul><li><strong>Base action:</strong> A contact (person) is always created first.</li><li><strong>Additional actions:</strong> Choose to create an activity, a note, a lead or a deal, or to update a field.</li><li><strong>Leads and deals:</strong> Choose to always create a new lead or deal, only when a new contact is also created, or only when no existing lead or deal exists.</li></ul>
<h3 style="text-align: justify">6. Activate the connection and submit a test lead<a name="activate-the-connection-and-submit-a-test-lead"></a></h3>
<p style="text-align: justify">Click <strong>Activate</strong> to put the connection live.</p>

<p style="text-align: justify">You can now test how contacts are created in Pipedrive by sending a test form submission:</p>
<ol><li>Go to <a href="https://developers.facebook.com/tools/lead-ads-testing/" target="_blank" rel="noreferrer noopener">Facebook developer tools</a>.</li><li>Click <strong>Preview form</strong> and use an email address that doesn't exist in Pipedrive yet. Do not click <strong>Create lead</strong>.</li><li>Submit the form.</li><li>The submission should appear in Pipedrive within 30 seconds.</li></ol>
<p style="text-align: justify">For more detail on testing Facebook Lead Ads, watch <a href="https://www.loom.com/share/44ceaf240338436dbf849436e5614cee" target="_blank" rel="noreferrer noopener">this video</a>.</p>
<p style="text-align: justify"><strong>Not syncing?</strong> See common issues and fixes: <a href="http://support.outfunnel.com/en/articles/17663404-pd-kb-how-to-sync-facebook-lead-ads-to-pipedrive#">Common reasons data is not syncing as expected</a>.</p><hr>
<h2 style="text-align: justify">How to disconnect Facebook<a name="how-to-disconnect-facebook"></a></h2>
<ul><li><strong>In Facebook:</strong> <a href="https://business.facebook.com/business/help/776203092784009?id=735435806665862" target="_blank" rel="noreferrer noopener">Follow these instructions</a>.</li><li><strong>In Outfunnel by Pipedrive:</strong> Go to Integrations and click <strong>Disconnect</strong> next to Facebook.</li></ul>
<p style="text-align: justify">If you run into issues or have questions about the sync, use the in-app support chat.</p>

Sync Facebook Lead Ads to Pipedrive

record-facebook-lead-ads-form-submissions-in-pipedrive

go-to-settings-tools-apps-marketing-sync

Go to Settings > Tools & apps > Marketing sync

authenticate-facebook

Authenticate Facebook

choose-the-form

Choose the form

map-fields

Map fields

define-how-form-submissions-are-recorded

Define how form submissions are recorded

activate-the-connection-and-submit-a-test-lead

Activate the connection and submit a test lead

Record Facebook Lead Ads form submissions in Pipedrive

how-to-disconnect-facebook

How to disconnect Facebook

<h2 style="text-align: justify">What the integration does<a name="what-the-integration-does"></a></h2>
<ul><li><strong>Two-way contact sync.</strong> Keep all contacts, or a subset, in sync across both apps.</li><li><strong>Email engagement tracking.</strong> See email opens, clicks and unsubscribes on the contact in Pipedrive.</li><li><strong>Flexible field mapping.</strong> Sync default and custom fields in one or both directions, and choose which app wins if data conflicts.</li><li><strong>Built-in deduplication.</strong> Match contacts by email address, so existing contacts are linked instead of duplicated.</li><li><strong>Sync status monitoring.</strong> See what ran and what failed, with error messages that show how to fix it.</li></ul><hr>
<h2 style="text-align: justify">Before you start<a name="before-you-start"></a></h2>
<ul><li><strong>Pipedrive plan:</strong> Available on the Growth plan and above.</li><li><strong>No separate account needed:</strong> You sign in with your Pipedrive account. Your Outfunnel by Pipedrive account is created automatically when you activate the integration.</li><li><strong>Shared space:</strong> By default, you set up syncs in your company's shared space. Admins, and users with the relevant permission, can create connections there. A shared space can hold one Mailchimp account. To connect a second Mailchimp account, switch to your personal space.</li><li><strong>Fair use:</strong> A fair-use cap applies to the amount of data synced. See: <a href="http://support.outfunnel.com/en/articles/17663386-pd-kb-how-to-set-up-a-2-way-sync-between-pipedrive-and-mailchimp#" target="_blank" rel="noreferrer noopener">How much data can I sync with Marketing sync by Outfunnel?</a></li></ul><hr>
<h2 style="text-align: justify">Using an older Mailchimp integration<a name="using-an-older-mailchimp-integration"></a></h2>
<p style="text-align: justify">If you use one of Pipedrive's older Mailchimp integrations, you can move to this integration with a one-click migration. See: <a href="http://support.outfunnel.com/en/articles/17663386-pd-kb-how-to-set-up-a-2-way-sync-between-pipedrive-and-mailchimp#" target="_blank" rel="noreferrer noopener">I'm using an older Mailchimp integration. Why and how to migrate?</a></p><hr>
<h2 style="text-align: justify">How to set up a one-way or two-way contact sync between Pipedrive and Mailchimp<a name="how-to-set-up-a-one-way-or-two-way-contact-sync-between-pipedrive-and-mailchimp"></a></h2>
<p style="text-align: justify">Set up the sync two-way or in a single direction, based on your use case.</p>
<h3 style="text-align: justify">1. Go to Settings &gt; Tools &amp; apps &gt; Mailchimp<a name="go-to-settings-tools-apps-mailchimp"></a></h3>
<p style="text-align: justify">Go to Settings &gt; Tools &amp; apps &gt; Mailchimp. This opens a new window where you can set up the integration.</p>
<h3 style="text-align: justify">2. Authenticate Mailchimp<a name="authenticate-mailchimp"></a></h3>
<p style="text-align: justify">Select Mailchimp if it's not pre-selected and authenticate it as instructed on screen.</p>
<h3 style="text-align: justify">3. Select the connection type<a name="select-the-connection-type"></a></h3>
<p style="text-align: justify">Click <strong>Connect</strong> and choose <strong>Contact sync</strong> as the connection type.</p>
<figure><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2752953498/f641836e7f1a66946864bb0e5a8b/Screenshot+2026-10-20+at+11_58_50.png?expires=1793923200&amp;signature=bec8a4759d8375872233ac7e73995c84324db8eb14678ac9d727748899f5bc6c&amp;req=diciFMB7noVWUfMW3nq%2BgfIdqrqyHZjuiZIVV0aUWsyYuyNNBFD2ZJYS1G52%0AVkS4II9h%2FssPuuh%2FU9xY0X3rAiA%3D%0A" width="2340" height="1624" alt=""></figure>
<h3 style="text-align: justify">4. Choose the sync direction<a name="choose-the-sync-direction"></a></h3>
<p style="text-align: justify">Choose to sync data <strong>two-way</strong> or in a <strong>single direction</strong>, and select the Mailchimp audience you want to use.</p>
<h3 style="text-align: justify">5. Define which contacts to sync<a name="define-which-contacts-to-sync"></a></h3>
<p style="text-align: justify">For each ruleset, define which contacts are part of the sync.</p>
<ul><li><strong>Pipedrive contacts:</strong> Sync <strong>all contacts</strong> or use <strong>People filters</strong>. See: <a href="http://support.outfunnel.com/en/articles/17663386-pd-kb-how-to-set-up-a-2-way-sync-between-pipedrive-and-mailchimp#" target="_blank" rel="noreferrer noopener">Learn how to set up Pipedrive People filters</a></li><li><strong>Mailchimp contacts:</strong> Sync <strong>all Mailchimp contacts</strong> or a specific <strong>segment</strong> or <strong>tag</strong>.</li></ul>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2752957591/489a6132dd21d8250283c4dced3a/Screenshot+2026-10-20+at+12_02_58.png?expires=1793923200&amp;signature=35bb59fb64c6f32ee4d4973ad13399f58d151393eca3e1edbc24fc2d9a715aa6&amp;req=diciFMB7moRWWPMW3nq%2BgWxvdJ%2FT%2Fl5Kaf%2BY1h1O9ZXF4dcf6VuVvG0OyseS%0AInW6z67ZCTJjMB9JiV0kNJKj05g%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2752957591/489a6132dd21d8250283c4dced3a/Screenshot+2026-10-20+at+12_02_58.png?expires=1793923200&amp;signature=35bb59fb64c6f32ee4d4973ad13399f58d151393eca3e1edbc24fc2d9a715aa6&amp;req=diciFMB7moRWWPMW3nq%2BgWxvdJ%2FT%2Fl5Kaf%2BY1h1O9ZXF4dcf6VuVvG0OyseS%0AInW6z67ZCTJjMB9JiV0kNJKj05g%3D%0A" alt="" width="2286" height="1392"></a></figure>
<p style="text-align: justify">For your first sync, we recommend syncing a small number of test contacts to get a feel for how it works.</p>
<p style="text-align: justify"><strong>Good to know</strong></p>
<ul><li>The Mailchimp API supports regular segments only, not advanced segments. As a workaround, duplicate a regular segment and then change its conditions.</li><li>If you select Mailchimp's "All contacts," contacts with the statuses subscribed, unsubscribed, and cleaned are synced. Archived contacts are not synced.</li><li>If you select a Mailchimp segment or tag, only contacts with the <strong>subscribed</strong> status are synced.</li></ul>
<h3 style="text-align: justify">6. Set up field mapping<a name="set-up-field-mapping"></a></h3>
<p style="text-align: justify">Choose the default and custom fields you want to sync and in which direction. Then choose which app wins in case of a conflict.</p>
<p style="text-align: justify"><strong>Data conflicts</strong></p>
<p style="text-align: justify">Conflicts usually occur during the initial sync, when a mapped field value differs between the two apps. For example, if the name is different for the same contact, the app you selected as the conflict winner is used. Most companies use Pipedrive as their system of record. If you're unsure or want to talk through your use case, use the in-app support chat.</p>
<ul><li><strong>Read-only fields.</strong> Some fields are read-only (for example, calculated fields) and can only be synced in one direction.</li><li><strong>Adding new fields.</strong> Create the new field in the relevant app. Then go back to the integration and click <strong>Refresh fields</strong> to see it.</li><li><strong>Single and multiple option fields.</strong> If you map single or multiple option fields, create the option values in both the source and destination app first.</li><li><a href="http://support.outfunnel.com/en/articles/17663386-pd-kb-how-to-set-up-a-2-way-sync-between-pipedrive-and-mailchimp#" target="_blank" rel="noreferrer noopener">Supported field types for Marketing sync by Outfunnel</a></li></ul>
<h3 style="text-align: justify">7. Activate the connection<a name="activate-the-connection"></a></h3>
<p style="text-align: justify"><strong>Initial sync</strong></p>
<p style="text-align: justify">After you activate the connection, an <strong>initial sync</strong> merges your databases and contacts start appearing on the sync status page. The initial sync usually takes a few minutes but can take up to a few hours, depending on the number of contacts.</p>
<p style="text-align: justify">The status page also shows contacts that failed to sync, with actionable feedback on how to fix them.</p>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2753385913/ffb8418140cba617cfb62d1c6149/7e6fdd38-a121-4417-91a4-ecd211f13072+-1-.png?expires=1793923200&amp;signature=3113254b23a123d58c49028c0ba028fd1935c073fbe8e8089c367e29bdb4bbc7&amp;req=diciFcp2mIheWvMW3nq%2BgR%2B%2BHZixn84DtrvQnnSMbZnu646r02X63hlZrBUp%0AwAVr8wkZpfZ1%2BHgylY11bsxbo64%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2753385913/ffb8418140cba617cfb62d1c6149/7e6fdd38-a121-4417-91a4-ecd211f13072+-1-.png?expires=1793923200&amp;signature=3113254b23a123d58c49028c0ba028fd1935c073fbe8e8089c367e29bdb4bbc7&amp;req=diciFcp2mIheWvMW3nq%2BgR%2B%2BHZixn84DtrvQnnSMbZnu646r02X63hlZrBUp%0AwAVr8wkZpfZ1%2BHgylY11bsxbo64%3D%0A" alt="" width="2304" height="1602"></a></figure>
<p style="text-align: justify"><strong>How the initial sync matches contacts</strong></p>
<p style="text-align: justify">The sync first looks for an existing contact with the same email address. If one is found, the two are linked. If not, a new contact is created. If several contacts share the same email address, the oldest one is linked and no duplicates are created.</p>
<p style="text-align: justify">In Mailchimp, contacts are subscribed to the audience. Manually unsubscribed and archived contacts are resubscribed during the initial sync. To avoid this, remove them from the source segment. Bounced and opted-out contacts are not resubscribed.</p>
<p style="text-align: justify"><strong>Continuous sync</strong></p>
<p style="text-align: justify">After the initial sync completes, a <strong>continuous sync</strong> checks for updates. As long as a contact matches the rule, changes to its profile in the source app are synced to the destination app.</p>
<p style="text-align: justify"><strong>Exiting the sync</strong></p>
<p style="text-align: justify">When a contact stops matching the rules, updates stop, but the contact is not deleted from the destination app.</p>
<ul><li>In Mailchimp: you can choose to unsubscribe, archive, or do nothing.</li><li>In Pipedrive: nothing happens. The contact stays as it is.</li></ul><hr>
<h2 style="text-align: justify">Record Mailchimp engagement in Pipedrive<a name="record-mailchimp-engagement-in-pipedrive"></a></h2>
<p style="text-align: justify">You can record engagement from Mailchimp single email campaigns, automations, email journeys, and A/B tests.</p>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2752947088/4eee76c3cdbdbd1eb9f5cf604d67/Screenshot+2026-10-20+at+11_54_11+copy.png?expires=1793923200&amp;signature=2347caf0e959d9b6bd503e11b07c61b67784cf9b388b31af05aaaedf5b15e20a&amp;req=diciFMB6moFXUfMW3nq%2BgWg2fKAPej4EytuCGtGHd5NLBSQxXabfUvc3Sdro%0Al1fEgmKFxwqpobiCZVmK18S%2BJkQ%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2752947088/4eee76c3cdbdbd1eb9f5cf604d67/Screenshot+2026-10-20+at+11_54_11+copy.png?expires=1793923200&amp;signature=2347caf0e959d9b6bd503e11b07c61b67784cf9b388b31af05aaaedf5b15e20a&amp;req=diciFMB6moFXUfMW3nq%2BgWg2fKAPej4EytuCGtGHd5NLBSQxXabfUvc3Sdro%0Al1fEgmKFxwqpobiCZVmK18S%2BJkQ%3D%0A" alt="" width="2193" height="1500"></a></figure>
<h3 style="text-align: justify">1. Go to Settings &gt; Tools &amp; apps &gt; Mailchimp<a name="record-mailchimp-engagement-in-pipedrive-go-to-settings-tools-apps-mailchimp"></a></h3>
<p style="text-align: justify">Go to Settings &gt; Tools &amp; apps &gt; Mailchimp. This opens a new window where you can set up the integration.</p>
<h3 style="text-align: justify">2. Authenticate Mailchimp<a name="record-mailchimp-engagement-in-pipedrive-authenticate-mailchimp"></a></h3>
<p style="text-align: justify">Select Mailchimp if it's not pre-selected and authenticate it as instructed on screen.</p>
<h3 style="text-align: justify">3. Select the connection type<a name="record-mailchimp-engagement-in-pipedrive-select-the-connection-type"></a></h3>
<p style="text-align: justify">Click <strong>Connect</strong> and choose <strong>Engagement sync</strong> as the connection type.</p>
<h3 style="text-align: justify">4. Select how events are recorded<a name="select-how-events-are-recorded"></a></h3>
<p style="text-align: justify">Choose the events you want to sync (for example, email opens and clicks) and how they should be recorded in Pipedrive, or use the default settings.</p>
<figure><a href="https://downloads.intercomcdn.com/i/o/zkv685hk/2753389869/4b0ba739b6ceac050dfb44f243c4/Screenshot+2026-10-20+at+15_54_46.png?expires=1793923200&amp;signature=a707c4c7e87f1c3766bf963b61f53cfb173c0c69527ca56380c38c1fd683e474&amp;req=diciFcp2lIlZUPMW3nq%2BgZk08ymhVqdB1WYsz5lQqM%2FIOAc4YTyiFUqKeF5n%0AcNcdP3P5n515sYJS9ACKbAGLJ9M%3D%0A" target="_blank" rel="noreferrer noopener"><img src="https://downloads.intercomcdn.com/i/o/zkv685hk/2753389869/4b0ba739b6ceac050dfb44f243c4/Screenshot+2026-10-20+at+15_54_46.png?expires=1793923200&amp;signature=a707c4c7e87f1c3766bf963b61f53cfb173c0c69527ca56380c38c1fd683e474&amp;req=diciFcp2lIlZUPMW3nq%2BgZk08ymhVqdB1WYsz5lQqM%2FIOAc4YTyiFUqKeF5n%0AcNcdP3P5n515sYJS9ACKbAGLJ9M%3D%0A" alt="" width="2332" height="1648"></a></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Pipedrive allows up to 100 notes per deal, person, or organization. To keep syncing engagement past this limit, record events as activities instead.</div>
<h3 style="text-align: justify">5. Limit the sync<a name="limit-the-sync"></a></h3>
<p style="text-align: justify">Sync all events, or limit the sync to a specific list.</p>
<h3 style="text-align: justify">6. Optional: create a contact if it doesn't exist<a name="optional-create-a-contact-if-it-doesn-t-exist"></a></h3>
<p style="text-align: justify">If an engagement is synced for a contact that doesn't exist in Pipedrive yet, a new contact can be created using the field mapping you define. To do this, enable the option and map the fields you want.</p>
<h3 style="text-align: justify">7. Activate<a name="activate"></a></h3>
<p style="text-align: justify"><strong>Initial sync</strong></p>
<p style="text-align: justify">After activating the connection, choose whether to record engagement only from emails sent after activation, or also from the last 30 days. The initial sync usually takes a few minutes but can take up to a few hours, depending on the number of historical engagements.</p>
<p style="text-align: justify">The status page shows the number of engagements synced.</p>
<p style="text-align: justify"><strong>Continuous sync</strong></p>
<p style="text-align: justify">After the initial sync completes, a <strong>continuous sync</strong> checks for updates every 2 hours. You can trigger an instant sync at any time by clicking <strong>Sync now</strong>.</p>
<p style="text-align: justify"><strong>Keep in mind</strong></p>
<ul><li><strong>Unsubscribe recording.</strong> Only unsubscribes initiated by the contact are recorded in Pipedrive. Manual unsubscribes in Mailchimp are not recorded. If a contact is unsubscribed manually but still matches a Pipedrive filter used in a contact sync, they are resubscribed in Mailchimp. To remove a contact manually in Mailchimp, permanently delete them from their Mailchimp contact profile.</li><li><strong>First unique URL click per email per contact is recorded.</strong> For example, if a contact clicks 2 unique URLs 3 times each, two click activities are created in Pipedrive.</li><li><strong>Activities added to your calendar.</strong> If you use calendar sync in Pipedrive, these activities are added to your Google or Outlook calendar. To turn this off, uncheck the Outfunnel by Pipedrive activity types in Pipedrive &gt; Settings &gt; Personal preferences &gt; Calendar sync. Each user with calendar sync turned on needs to do this. The activity types created are: <em>Newsletter Sent, Newsletter Opened, Newsletter Clicked, Newsletter Bounce, Newsletter Unsubscribe, Contact Created, Form Submitted</em>.</li><li><strong>Activities in Pipedrive.</strong> A new activity type is created per event and linked to the person, organization, and oldest open deal, so you can filter them easily.</li><li><strong>Notifications.</strong> To get email notifications when people open or click your newsletters, turn on email notifications in Pipedrive (<a href="https://support.pipedrive.com/hc/en/articles/360000074009-Notifications-and-Activity-Reminders" target="_blank" rel="noreferrer noopener">see how</a>). Each user can then turn them on in <strong>Settings &gt; Personal &gt; Preferences &gt; Notifications.</strong></li></ul><hr>
<h2 style="text-align: justify">Need help?<a name="need-help"></a></h2>
<p style="text-align: justify">If you run into issues or have questions about the sync, use the in-app <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">support chat</a>.</p>

Knowledge Base

Outfunnel by Pipedrive

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