---
title: Sync demo leads into Pipedrive
date: 2026-09-03
slug: sync-demo-leads-into-pipedrive
author: Uku Tammet
---

Handhold now connects to Pipedrive. When a finished session matches one of your automations, Handhold creates the lead as a person in Pipedrive with the details the agent collected and logs the conversation on that person's timeline. **Pipedrive is the second CRM Handhold syncs into, alongside HubSpot.**

- **Connect in one click.** Authorise from Data & connections → Connections. Once it's connected, Pipedrive shows up wherever you build automations.
- **Create a person automatically.** Add a _Create a contact_ automation with a trigger like "Work email is set", and every finished session that matches syncs on its own. If a person with that email already exists in Pipedrive, their record is updated instead of duplicated.
- **Map fields to Pipedrive fields.** Point each field your agent collects at the Pipedrive person field it fills: name, email, phone, or any of your custom text fields. Fields that weren't collected are skipped.
- **Keep the transcript.** Every sync logs a completed meeting activity on the person with the full session transcript and a link back to the session in Handhold.
- **Open the person from Handhold.** A Pipedrive icon next to the lead's email on the visitor page opens their record in your Pipedrive account.

![The Pipedrive integration page in Handhold, showing the connection as connected](/changelog/sync-demo-leads-into-pipedrive/pipedrive-integration-setup.webp)

![The Connections page with Pipedrive connected](/changelog/sync-demo-leads-into-pipedrive/connections-list.webp)
