How to setup Zapier + Pipedrive Offline Conversions

Tracking offline conversions can be challenging, but combining Zapier with Pipedrive creates a powerful automation that helps you understand your full customer journey. In this guide, I'll walk you through the process of setting up this integration step by step.

Why Track Offline Conversions?

Before diving into the setup, let's understand why tracking offline conversions is crucial:

• Measure the true ROI of your marketing campaigns
• Understand which online channels lead to offline sales
• Optimize your ad spend based on complete conversion data
• Connect online behavior with offline purchases

Prerequisites

Before starting, ensure you have:

• A Zapier account
• A Pipedrive account
• Admin access to both platforms
• Your offline conversion events identified

Step-by-Step Setup

1. Prepare Pipedrive

First, we need to set up Pipedrive to receive the conversion data:

1. Create a custom field in Pipedrive called "Lead Source"
2. Set up deal stages that match your offline conversion points
3. Ensure your deals have unique identifiers

2. Configure Zapier

Now, let's create the Zap:

1. Log into Zapier
2. Click "Create Zap"
3. Choose Pipedrive as your trigger app
4. Select "New Deal" or "Updated Deal" as your trigger event