Pipedrive
| Status | Kind | How you connect |
|---|---|---|
| Coming soon | CRM | One click: approve bubbl3 on Pipedrive's own page |
Pipedrive isn't offered yet. This page says what it will do and what you can use meanwhile: a Lead URL, or Zapier, Make or n8n.
What it does
Connecting Pipedrive lets bubbl3:
- import persons (everything, a saved filter, an owner, or those changed since a date) and get new and changed persons as they happen;
- log every text bubbl3 sends or receives as a note on the person;
- keep opt-outs in step through bubbl3's person field, Opted out of texts (bubbl3);
- update person fields when a workflow or conversion event asks.
Setup
You need full access to integrations in bubbl3. A Pipedrive admin should connect first: bubbl3's updates and opt-out field need admin rights to set up.
- In bubbl3, open Settings, Integrations, choose Pipedrive, then Connect. Always start from bubbl3: an install started from Pipedrive's Marketplace can't be matched to your workspace.
- On Pipedrive's page, approve bubbl3.
- Choose what to import, check the count and the field mapping. The phone labelled mobile is the number texts go to.
- Answer How did these leads agree to hear from you?
bubbl3 adds its opt-out field and its webhook when you connect. If that fails (for example a non-admin connected), the connection shows that updates aren't set up yet and bubbl3 keeps trying.
Disconnect
Disconnect from the connection page in Settings, Integrations, or uninstall bubbl3 in Pipedrive (that disconnects it in bubbl3 too).
- Stops at once: imports, new and changed persons, note logs and writebacks.
- Deleted at once: bubbl3's access tokens (Pipedrive is asked to revoke them, which uninstalls the app) and the links between bubbl3 contacts and persons. Opt-outs still waiting to reach Pipedrive are dropped.
- Kept: contacts imported from Pipedrive, with their messages, labels and consent, unless you tick Also delete the contacts imported from it. Notes and fields bubbl3 wrote stay in Pipedrive.
- Deleted later: the updates Pipedrive sent are deleted 30 days after they arrived.
Data shared
From Pipedrive to bubbl3: persons' names, phones, emails, owner, custom fields and the opt-out field; your company and user names.
From bubbl3 to Pipedrive: a note on the person for each text; the opt-out field on STOP; field values when you ask; bubbl3's app webhook and opt-out field.
Scopes and permissions
| Scope | Why bubbl3 needs it |
|---|---|
base | Always on: names your company and the user who connected |
contacts:full | Read persons, set the opt-out field, write fields and add notes |
admin | Create bubbl3's webhook and its opt-out person field |
Events
What bubbl3 receives
| Event in Pipedrive | In bubbl3 |
|---|---|
create.person | New contact. bubbl3 reads the person, imports it and starts "Lead imported from CRM" workflows. |
change.person | Contact updated. bubbl3 reads the person again; starts "CRM contact updated" workflows. The opt-out field set opts them out. |
| The app uninstalled in Pipedrive | App uninstalled. The connection is disconnected. |
What bubbl3 writes back
| What | Where it shows in Pipedrive |
|---|---|
| Text log | A note on the person |
| Opt-outs | Opted out of texts (bubbl3) set to Opted out |
| Field updates | The person field you chose |
| Notes | A note from a conversion event |
Sending rules that still apply
Pipedrive never texts anyone through bubbl3 itself. Its new and changed contacts can start your workflows, and every workflow text goes through the same checks as a text you send from bubbl3. Nothing in Pipedrive can turn them off.
- Consent. When you connect Pipedrive or create a lead source, you confirm that everyone you send to bubbl3 has agreed to receive texts from you, so its contacts can be texted straight away. bubbl3 never texts a contact who opted out, and a workspace set to text only opted-in contacts texts only them.
- Opt-out. Replying STOP opts a contact out at once. bubbl3 also records it in Pipedrive.
- Quiet hours. No texts from 8:00 PM to 9:00 AM in the contact's own time zone (from the phone's area code). A text due then waits until the morning.
- Pacing. Each line texts at most 15 new contacts an hour and 50 a day (fewer while a new line warms up), and spaces texts 20 to 90 seconds apart. A big import or batch is queued and sent as the limits allow, never dropped.
- First messages. Until a contact replies, a text can't include links, photos or files, phone numbers or email addresses, must be 300 characters or fewer, and at most 3 texts go out.
What Pipedrive is told when bubbl3 doesn't send
A note on the person says the text wasn't sent, with the reason. A held text gets a note saying when it's scheduled.
| Reason | Code | What you see |
|---|---|---|
| A link before the contact replies | pre_reply_link_blocked | Not sent: "Links can't be sent until the contact replies" |
| A photo or file before the contact replies | pre_reply_media_blocked | Not sent: "Photos and files can't be sent until the contact replies" |
| A phone number before the contact replies | pre_reply_phone_blocked | Not sent: "Phone numbers can't be sent until the contact replies" |
| An email address before the contact replies | pre_reply_email_blocked | Not sent: "Email addresses can't be sent until the contact replies" |
| A first message that is too long | pre_reply_too_long | Not sent: "First messages must be 300 characters or fewer" |
| Too many texts without a reply | pre_reply_message_limit | Not sent: "Already sent 3 texts without a reply. Wait for the contact to reply" |
| The same text to too many people today | identical_text_limit | Not sent: "This exact text went to 20 people from this line today" |
| The line is paused after unanswered texts | unanswered_streak_limit | Not sent: "This line is paused after too many unanswered texts" |
| The contact opted out | contact_opted_out | Not sent: "The contact opted out of texts" |
| The workspace texts only opted-in contacts | consent_required | Not sent: "This workspace only texts contacts who opted in" |
| No line can reach the contact | line_unavailable | Not sent: "bubbl3's line for this contact isn't available" |
| Quiet hours | quiet_hours | Held: "Scheduled for 9:00 AM America/Chicago, quiet hours" |
| The line's daily limit | daily_new_contact_cap | Held: "Scheduled for Oct 15, 9:00 AM America/Chicago: today's limit for this line is reached" |
| The line's hourly limit of new contacts | hourly_new_contact_cap | Held: "Scheduled for 2:00 PM America/Chicago: this hour's limit of new contacts for this line is reached" |
The numbers are the default limits; a line's own limits change them. bubbl3's other checks (no phone number, a number that doesn't match) have their own plain reasons.
Limits and known gaps
- bubbl3 makes at most 80 requests every 2 seconds and 1,500 a day per connection, inside Pipedrive's limits for the lowest plan.
- Persons have no tags or stages, so those writebacks aren't offered. Deals aren't imported.
- The import preview counts up to 2,000 and says "at least" past that.
- Pipedrive persons have no time zone, so quiet hours use the phone's area code.
Troubleshooting
- "Updates from the CRM aren't set up yet". A Pipedrive admin needs to connect once, so bubbl3 can add its webhook and field. bubbl3 keeps trying meanwhile.
- The connection needs attention. Pipedrive stopped accepting bubbl3's access. Reconnect from bubbl3.
- A person won't import. bubbl3 needs a phone number it can text.