Pipedrive setup guide

EnrichEazy is a separate workspace from Pipedrive. Sign in at app.enricheazy.com, then connect your Pipedrive company. There is no live two-way sync. You pull a Pipedrive people filter when you want to enrich it, and results write back to those same people when a batch is done.

With this connection you can:

• Read Pipedrive people filters into EnrichEazy (From CRM).
• Fill blank Pipedrive email and phone only. Values that are already set stay as they are.
• Update name, job title, organization, LinkedIn URL, EnrichEazy Score, and EnrichEazy Source on each push.

Connect from EnrichEazy

1. Sign in at app.enricheazy.com. New teams can create a workspace first.
2. Go to Settings → Integrations.
3. On the Pipedrive card, click Connect Pipedrive. Only the workspace owner can connect.
4. Choose the Pipedrive company you want to use.
5. Review the requested access. EnrichEazy asks to read and write people and organizations, search records, and create EnrichEazy person fields (score, source, LinkedIn).
6. Click Allow and install. You return to Settings with Pipedrive marked Connected.

If people filters are not readable after connect, click Reconnect Pipedrive. Push still works on the current connection. The connecting user should be a Pipedrive admin so EnrichEazy can create the score and source fields.

How fields map

There is no field-mapping screen. EnrichEazy maps Pipedrive fields automatically:

• Match: work email, or LinkedIn URL when email is missing.
• Email and phone: written only when the Pipedrive person field is blank.
• Updated on each push: name, job title, organization, LinkedIn URL, EnrichEazy Score, and EnrichEazy Source.

Anyone on the EnrichEazy team can push after the owner connects. Credits: 1 per work email found, 10 per phone found. Unused contact credits are refunded when a field is not found.

Enrich a Pipedrive people filter (From CRM)

1. In Pipedrive, create or open a people filter.
2. In EnrichEazy, go to Enrichment → From CRM and choose Pipedrive.
3. Choose what to enrich (Contact only, Full profile, or Career only).
4. Select the people filter. Click Refresh filters if you just created it.
5. Click Preview filter, confirm the credit checkbox, then Start enrichment.

From CRM batches write missing email and phone back automatically. You do not need Push to Pipedrive for those runs. CSV and single-lead enrichments still use Push to Pipedrive.

Disconnect

The workspace owner can disconnect in Settings → Integrations. EnrichEazy clears tokens and stops reading or writing Pipedrive. Existing EnrichEazy leads and Pipedrive people stay as they are.