Pipedrive + Transactional
Track transactional email engagement alongside your Pipedrive sales pipeline. Log email deliveries, opens, and clicks as Pipedrive activities. Know exactly which transactional emails your prospects are engaging with.
OVERVIEW
Track transactional email engagement alongside your Pipedrive sales pipeline. Log email deliveries, opens, and clicks as Pipedrive activities. Know exactly which transactional emails your prospects are engaging with.
Integration Workflow
A step-by-step look at how data flows between your tools and Transactional.
Email Interaction
A prospect opens, clicks, or receives a transactional email.
Event Forwarded
The email event is sent to your Pipedrive integration handler.
Activity Created
A new activity is logged on the corresponding Pipedrive person and deal.
Pipeline Updated
Sales reps see email engagement data directly in their deal view.
What You Get
Everything you need to integrate Pipedrive with Transactional.
Deal Context
Email engagement data is visible on Pipedrive deals. Know if a prospect opened your pricing email before the call.
Activity Sync
Email events are logged as Pipedrive activities with full details. Filter and search across all email interactions.
Custom Fields
Populate custom person fields with email engagement metrics like total opens, last click date, and delivery status.
Automation Triggers
Use Pipedrive workflow automations to react to email events. Assign follow-ups when key emails are opened.
Get Started in Minutes
Here is a code example showing how to connect Pipedrive with Transactional.
// Pipedrive Integration Handler
import Transactional from "@transactional/sdk";
const client = new Transactional({ apiKey: "txl_your_api_key" });
app.post("/webhooks/pipedrive-sync", async (req, res) => {
const event = req.body;
// Search for person in Pipedrive
const searchResult = await fetch(
`https://api.pipedrive.com/v1/persons/search?term=${event.data.to}&api_token=${PIPEDRIVE_TOKEN}`
);
const { data } = await searchResult.json();
if (data.items?.length > 0) {
const personId = data.items[0].item.id;
// Create activity
await fetch(
`https://api.pipedrive.com/v1/activities?api_token=${PIPEDRIVE_TOKEN}`,
{
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify({
subject: `Email ${event.event}: ${event.data.subject}`,
person_id: personId,
type: "email",
done: 1,
}),
}
);
}
res.status(200).send("OK");
});YOUR AGENTS DESERVE
REAL INFRASTRUCTURE.
START BUILDING AGENTS THAT DO REAL WORK.