---
title: Connect with Pipedrive
description: Connect with Pipedrive
---

[Skip to content](https://help.b2brocket.ai/connect-with-pipedrive-b2b-rocket-help-center#main-content)

English

Show submenu for translations

![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](mailto:support@b2brocket.ai)

[Contact us](mailto:support@b2brocket.ai)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en)
2. [Settings](https://help.b2brocket.ai/settings?hsLang=en)

# Connect with Pipedrive

The Pipedrive integration allows you to seamlessly sync lead data from your workspace into your connected Pipedrive CRM account. Once connected using a valid API token, the system automatically transfers newly generated leads to Pipedrive, keeping your sales pipeline up-to-date without manual input.

This auto-sync feature ensures your team always has access to the latest lead information, streamlining your outreach and follow-up processes.

- [Navigation](https://help.b2brocket.ai/connect-with-pipedrive-b2b-rocket-help-center#Navigation)
- [Pipedrive Integration](https://help.b2brocket.ai/connect-with-pipedrive-b2b-rocket-help-center#Pipedrive-Integration)
- [Transfer Lead to Pipedrive](https://help.b2brocket.ai/connect-with-pipedrive-b2b-rocket-help-center#Transfer-Lead-to-Pipedrive)

Let’s get started 🚀

### Navigation

**Step 1**: Log in to your account and click the **Account** icon in the bottom-left sidebar.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXde09EMw9GZinx-rHRZ3GdNBIou4Q_B4uvL0GWwOK-CBTK19OkpEciAKrthWec-KZ2eE2A3mLodLnM96AhG-NcPVpbRnNqFWREoumXLN2k07Klh39QOWGyUKAlvfwimTclD5_zWLQ.png?width=917&height=637&name=AD_4nXde09EMw9GZinx-rHRZ3GdNBIou4Q_B4uvL0GWwOK-CBTK19OkpEciAKrthWec-KZ2eE2A3mLodLnM96AhG-NcPVpbRnNqFWREoumXLN2k07Klh39QOWGyUKAlvfwimTclD5_zWLQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1600995435/8c75ca34d8bdddc131a040cbdbef/AD_4nXde09EMw9GZinx-rHRZ3GdNBIou4Q_B4uvL0GWwOK-CBTK19OkpEciAKrthWec-KZ2eE2A3mLodLnM96AhG-NcPVpbRnNqFWREoumXLN2k07Klh39QOWGyUKAlvfwimTclD5_zWLQ?expires=1761286500&signature=99e235c22f6013887425526ad402644ddcb8945402ca0d7628851fab4be3857c&req=dSYnFsB3mIVcXPMW1HO4zYvXS9QNROOw%2FcV2VS8UOYyNPzGX2880kE5yZiWr%0AwZAPX2MtJ3plsfWVMLw%3D%0A)

**Step 2:** Select the **Settings** option to access the **Account Details** page.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcoBAxD9Af9Mq3aOtV7QgcC1iD4vW7_0zssv69GOKDgq0wEqDagG_feubXE9yOM8fuq8u_lCsW0HmA9cBq0bjXx4MYrwnGgNf8X0pJGnfWLDynmtuJqPOnR4UXBfsv6V3zQDP9lZg.png?width=918&height=634&name=AD_4nXcoBAxD9Af9Mq3aOtV7QgcC1iD4vW7_0zssv69GOKDgq0wEqDagG_feubXE9yOM8fuq8u_lCsW0HmA9cBq0bjXx4MYrwnGgNf8X0pJGnfWLDynmtuJqPOnR4UXBfsv6V3zQDP9lZg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1600995438/9775e256ba56c9380eabe62fb39d/AD_4nXcoBAxD9Af9Mq3aOtV7QgcC1iD4vW7_0zssv69GOKDgq0wEqDagG_feubXE9yOM8fuq8u_lCsW0HmA9cBq0bjXx4MYrwnGgNf8X0pJGnfWLDynmtuJqPOnR4UXBfsv6V3zQDP9lZg?expires=1761286500&signature=6dae4a1a78a14023254379e4ec39b1cb402bdfa7c343b561e697ebf93eebf14c&req=dSYnFsB3mIVcUfMW1HO4zSvcDBJ3GOiRKe89xRgP4NlqlazbhwvOqPtVhm0D%0Aex3c6z1c89Epus3GdGk%3D%0A)

**Step 3:** In the Settings page, click the **Integrations** tab at the top.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXf5z_G4nB6r0_M-s1MNv4MpvpBA3QxApefKlpgY7uqXBu6CP_hhG3EqwfLPaT5Mwedtat-VOS2YJXUNlB8gFJq1UUE9maqN4qAewGGVSIhH6SR-x3L-lV7qnUpYYqZYZpCoJJzXtQ.png?width=1366&height=641&name=AD_4nXf5z_G4nB6r0_M-s1MNv4MpvpBA3QxApefKlpgY7uqXBu6CP_hhG3EqwfLPaT5Mwedtat-VOS2YJXUNlB8gFJq1UUE9maqN4qAewGGVSIhH6SR-x3L-lV7qnUpYYqZYZpCoJJzXtQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1600995434/17dddaae22782cb91b254bd08d7e/AD_4nXf5z_G4nB6r0_M-s1MNv4MpvpBA3QxApefKlpgY7uqXBu6CP_hhG3EqwfLPaT5Mwedtat-VOS2YJXUNlB8gFJq1UUE9maqN4qAewGGVSIhH6SR-x3L-lV7qnUpYYqZYZpCoJJzXtQ?expires=1761286500&signature=1ebca911d75db169b0e80c4bf9751fa389a24ed0174e4df9fa9ab206bcd9d9c4&req=dSYnFsB3mIVcXfMW1HO4zYHw1niVh1DR5HPOej%2FdnhXC7CeW2jS20D3xfw89%0AwO84Lz8uLjt%2BzqzI6vo%3D%0A)

You’re now on the **Integrations** page, where you can connect CRMs, marketing platforms, and website tracking.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdrjo8ujdkIGqTZWYgGpROXKBwrsBhhX9i1LRWsHtB-u-d1qWMdG3HBK_iggA6Mq7N5A2yNkiFn3bA-4_mliCZYhtfYlaCu7SAVZirkK-LOzzyRi0p8XG7dIraec36lkFGJ50zYDw.png?width=1366&height=641&name=AD_4nXdrjo8ujdkIGqTZWYgGpROXKBwrsBhhX9i1LRWsHtB-u-d1qWMdG3HBK_iggA6Mq7N5A2yNkiFn3bA-4_mliCZYhtfYlaCu7SAVZirkK-LOzzyRi0p8XG7dIraec36lkFGJ50zYDw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1600995436/1ba0403481aeb9bfa0fe793e2e89/AD_4nXdrjo8ujdkIGqTZWYgGpROXKBwrsBhhX9i1LRWsHtB-u-d1qWMdG3HBK_iggA6Mq7N5A2yNkiFn3bA-4_mliCZYhtfYlaCu7SAVZirkK-LOzzyRi0p8XG7dIraec36lkFGJ50zYDw?expires=1761286500&signature=a2b0c8b720afb0b15282ec2fe5dbdc2d12b4900d9245aea6f1b522d10b8a516f&req=dSYnFsB3mIVcX%2FMW1HO4zeq0maAVrIVrsYoaYZ4LlsGhR0%2FHurqwMJWtJuzR%0AWOneNSBvgGqq3ePUm4Q%3D%0A)

**Step 4**: Click on the provided [link](https://pipedrive.readme.io/docs/how-to-find-the-api-token)to get your token for Pipedrive.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcN-87HNMp0H9HOL_Mp_1yx9k29X61mjL-uBim7SQKHZep7AzjFSH4jD-HQJHOOn3cYEUe6k5plVZtsQBGI_d4fkASUnOxkpYZjOTZDDo6wxmXt6gvp7aOwSfKmnXpeqaDqODwJ.png?width=858&height=349&name=AD_4nXcN-87HNMp0H9HOL_Mp_1yx9k29X61mjL-uBim7SQKHZep7AzjFSH4jD-HQJHOOn3cYEUe6k5plVZtsQBGI_d4fkASUnOxkpYZjOTZDDo6wxmXt6gvp7aOwSfKmnXpeqaDqODwJ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1600995445/6644af64fe0c1d6da37557400ab1/AD_4nXcN-87HNMp0H9HOL_Mp_1yx9k29X61mjL-uBim7SQKHZep7AzjFSH4jD-HQJHOOn3cYEUe6k5plVZtsQBGI_d4fkASUnOxkpYZjOTZDDo6wxmXt6gvp7aOwSfKmnXpeqaDqODwJ?expires=1761286500&signature=71f5a6edd02f19ef5064ea69213ad07642bd636e27911cdfdb2fa8b427aa1589&req=dSYnFsB3mIVbXPMW1HO4zRAgFRdp45jnIGeC3xvcmygaRu2%2BkgJsoaZo46A3%0ALDFrOpDZq%2FwIBa6KSx8%3D%0A)

You will be redirected to the **[Pipedrive Developer Documentation](https://pipedrive.readme.io/docs/how-to-find-the-api-token)**. Here you can view the steps to access the Pipedrive token.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfKF0LOadd2CKDlPGttKhUgjZ81oLLwwldT__Af_qZJFsfFD2l4hkWlCXxHpsCoD4xGa7E06SxzGHlF2efePv2f_epzYsi9iXgiCMdZAkOWnFTjslinpajiEjDWcotKZtn65ke4nQ.png?width=1600&height=584&name=AD_4nXfKF0LOadd2CKDlPGttKhUgjZ81oLLwwldT__Af_qZJFsfFD2l4hkWlCXxHpsCoD4xGa7E06SxzGHlF2efePv2f_epzYsi9iXgiCMdZAkOWnFTjslinpajiEjDWcotKZtn65ke4nQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601002973/dec8fd2797ba8ad054628cf3cd85/AD_4nXfKF0LOadd2CKDlPGttKhUgjZ81oLLwwldT__Af_qZJFsfFD2l4hkWlCXxHpsCoD4xGa7E06SxzGHlF2efePv2f_epzYsi9iXgiCMdZAkOWnFTjslinpajiEjDWcotKZtn65ke4nQ?expires=1761286500&signature=002b2e985b6a22213ce0976ca37c4079182f14b6db30ad3f3c1a59bb33709bba&req=dSYnF8l%2Bn4hYWvMW1HO4zcyahLvhagG7WkwwAntq2zlLkZmA5ZfOYDM48AZs%0AchCGbKyvWu8Hqe0F%2BIw%3D%0A)

**Step 5**: Go to your **Pipedrive** account and click the **Personal Preferences** option.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXf27rfF5P-h1x7Q3UmnBhDzW6tHMcDnl8xro9n8ETLEh7E0wOzqXmcqyzGY5Mb6M_QkGvXrf8lA7HNpik7yl00nV_SJpR55BKRKNaORNYbutIf-LwIkIbPcxES8rh7mc9wwVIhj.png?width=1600&height=559&name=AD_4nXf27rfF5P-h1x7Q3UmnBhDzW6tHMcDnl8xro9n8ETLEh7E0wOzqXmcqyzGY5Mb6M_QkGvXrf8lA7HNpik7yl00nV_SJpR55BKRKNaORNYbutIf-LwIkIbPcxES8rh7mc9wwVIhj.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601002970/14469636d5e0c5cab226d3374b37/AD_4nXf27rfF5P-h1x7Q3UmnBhDzW6tHMcDnl8xro9n8ETLEh7E0wOzqXmcqyzGY5Mb6M_QkGvXrf8lA7HNpik7yl00nV_SJpR55BKRKNaORNYbutIf-LwIkIbPcxES8rh7mc9wwVIhj?expires=1761286500&signature=729b1afbd206eb987073ba3bbda19a57f00625ae6348aac0a17f556078bd5236&req=dSYnF8l%2Bn4hYWfMW1HO4zZzz6W4wXCguJcT3S4WBngLdWsdFIx1WVwN3r%2Bjl%0A2AYRQkSgPmiJLg0zkgI%3D%0A)

**Step 6**: Click on the **API** tab at the top and copy the Pipedrive API Token.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXc5VDnAGmyeOfiYB2hlO12cyrlBfnI2gJTDWwA0VQqra51XCuxgKwMDUPe93f6Hnh-vgmBNHtYeNk2OZZCHCbZ3esPVWsiOYvwtl3wvqOXoF3-L6O4bIAuVQr7Mh6DkAtgKYJNPDw.png?width=1600&height=551&name=AD_4nXc5VDnAGmyeOfiYB2hlO12cyrlBfnI2gJTDWwA0VQqra51XCuxgKwMDUPe93f6Hnh-vgmBNHtYeNk2OZZCHCbZ3esPVWsiOYvwtl3wvqOXoF3-L6O4bIAuVQr7Mh6DkAtgKYJNPDw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601002969/f9455cca81f204a6b8d73c680766/AD_4nXc5VDnAGmyeOfiYB2hlO12cyrlBfnI2gJTDWwA0VQqra51XCuxgKwMDUPe93f6Hnh-vgmBNHtYeNk2OZZCHCbZ3esPVWsiOYvwtl3wvqOXoF3-L6O4bIAuVQr7Mh6DkAtgKYJNPDw?expires=1761286500&signature=8acc5692ee0682d73b16aed7c1f97f35658e3defa20e4ee66b9081fad1cbedbe&req=dSYnF8l%2Bn4hZUPMW1HO4zSIbfSQ6MOIAfHJ7HUole3ZA1miWi2koiN9s2eLU%0Ak%2BdbvSEUF%2BRIhYTcptw%3D%0A)

### Pipedrive Integration

Connect your **Pipedrive CRM** to automate lead syncing from the platform to your sales pipeline.

**Step 1**: Enter your **Pipedrive API token** in the field.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXe-0XCnaitDDJ-9WHoCkZr-2WgoqLtMWvRJkKhffufzzI-QU6UgdGQGV4JfS9qgWz-B7egVeWfNNMzt4QEzdJ6zbbVj1foukeewqKkiAh1e4o9n4flau90bUkOLVEAXCrnniGqO1w.png?width=859&height=348&name=AD_4nXe-0XCnaitDDJ-9WHoCkZr-2WgoqLtMWvRJkKhffufzzI-QU6UgdGQGV4JfS9qgWz-B7egVeWfNNMzt4QEzdJ6zbbVj1foukeewqKkiAh1e4o9n4flau90bUkOLVEAXCrnniGqO1w.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601002975/bf78bd0a702fab9a9093abbcaf77/AD_4nXe-0XCnaitDDJ-9WHoCkZr-2WgoqLtMWvRJkKhffufzzI-QU6UgdGQGV4JfS9qgWz-B7egVeWfNNMzt4QEzdJ6zbbVj1foukeewqKkiAh1e4o9n4flau90bUkOLVEAXCrnniGqO1w?expires=1761286500&signature=70de7476020f524438424f27fac07ee21a146ce53218f985c44942b0394b9261&req=dSYnF8l%2Bn4hYXPMW1HO4zd9OlPyr8O4LgzZWCC9vWj%2FwYpYv8Z90e4cJJiAE%0ALzSyHqhTsMUApR1rM%2FA%3D%0A)

**Step 2**: Click on the **Add** button to proceed.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXc1SylZ-shR9Qtm_FNlvnyhn1RsHZOBAW3jIul7TD5iHhWcshR2UWDfwZeo28nMMY1qWe4XS6hzDR3NpxY_l4nJyuCrF6CoHDfikNyacYGHyWu1IvdZPiOJP1uhLGb4Scn-mqGGjA.png?width=859&height=348&name=AD_4nXc1SylZ-shR9Qtm_FNlvnyhn1RsHZOBAW3jIul7TD5iHhWcshR2UWDfwZeo28nMMY1qWe4XS6hzDR3NpxY_l4nJyuCrF6CoHDfikNyacYGHyWu1IvdZPiOJP1uhLGb4Scn-mqGGjA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003961/a11fa4db5979853a8687c7bbbe80/AD_4nXc1SylZ-shR9Qtm_FNlvnyhn1RsHZOBAW3jIul7TD5iHhWcshR2UWDfwZeo28nMMY1qWe4XS6hzDR3NpxY_l4nJyuCrF6CoHDfikNyacYGHyWu1IvdZPiOJP1uhLGb4Scn-mqGGjA?expires=1761286500&signature=6e9a30641be5092cce0df9cecd2f76e7d5281abbac63a1553ab068b4ecbab51f&req=dSYnF8l%2BnohZWPMW1HO4zSV6ymFNJv%2FP%2FkHa0Byw9G95G3CXgkCpSuNWD%2Fc6%0AZ1ruhX44QCCRNfquBG0%3D%0A)

Upon adding the API Token, the **Auto Transfer Leads** toggle is turned on, which activates automatic synchronization of new lead data into your **Pipedrive Leads Inbox**.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeoAByfkPoHLHbWhSthzp-0Q0FrOCunHm45rMA6FnCsioEKeU7lKHILGAo-JX1Y6H5WC8lymItXJTRVZ_XOVOOlj4GE49q2l3-y3v3VZ4XNnLK_eh0ShLMwqqyLLf6GtatS2nR_.png?width=850&height=348&name=AD_4nXeoAByfkPoHLHbWhSthzp-0Q0FrOCunHm45rMA6FnCsioEKeU7lKHILGAo-JX1Y6H5WC8lymItXJTRVZ_XOVOOlj4GE49q2l3-y3v3VZ4XNnLK_eh0ShLMwqqyLLf6GtatS2nR_.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003962/af9c33e95a064a0d989a6d587159/AD_4nXeoAByfkPoHLHbWhSthzp-0Q0FrOCunHm45rMA6FnCsioEKeU7lKHILGAo-JX1Y6H5WC8lymItXJTRVZ_XOVOOlj4GE49q2l3-y3v3VZ4XNnLK_eh0ShLMwqqyLLf6GtatS2nR_?expires=1761286500&signature=8858e17b91f2cfda8640fa92b01173d21a62dc667b46ff0d5ebd14b5132c89f9&req=dSYnF8l%2BnohZW%2FMW1HO4zXt23%2F%2B0kynoisVd%2FIXivEj1o9LmS7To0muwzv3F%0AzX%2BQTGa4mzU6bJcyBss%3D%0A)

***NOTE****: If at any point you no longer want to sync leads to Pipedrive, you can disconnect the integration using the **Remove** option.*

### Transfer Lead to Pipedrive

Transfer your leads directly to **Pipedrive** to manage and track them within your CRM.

**Step 1**: Navigate to the **Lead** sections from the sidebar.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcmAxkAo4Qxh1urCKjqq9yjeiTF5Zll6jZXLkA4IFGYL8VusHm8NKNlfIVDCL2Nz7HQbEKPUe5cdjH3RVz6IrReZ0SrqU1_CL7GIgRB6gSLqp0HzQK-HGHobFz5n5xzfmq5nFC1nA.png?width=1600&height=579&name=AD_4nXcmAxkAo4Qxh1urCKjqq9yjeiTF5Zll6jZXLkA4IFGYL8VusHm8NKNlfIVDCL2Nz7HQbEKPUe5cdjH3RVz6IrReZ0SrqU1_CL7GIgRB6gSLqp0HzQK-HGHobFz5n5xzfmq5nFC1nA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003967/d4edc18f7b6e64921cc9bc81f8dd/AD_4nXcmAxkAo4Qxh1urCKjqq9yjeiTF5Zll6jZXLkA4IFGYL8VusHm8NKNlfIVDCL2Nz7HQbEKPUe5cdjH3RVz6IrReZ0SrqU1_CL7GIgRB6gSLqp0HzQK-HGHobFz5n5xzfmq5nFC1nA?expires=1761286500&signature=18419c08c33f7ae74e9d632c00ecb174da5c4cc88d409e1d6b7d6953cce49203&req=dSYnF8l%2BnohZXvMW1HO4zdtagkpgEYT%2Bm%2BPwSWUmc%2FLv%2FARZHGgVYaUV6lnO%0A8jXl675jM4e%2FQFRILlo%3D%0A)

**Step 2**: Click on any of the leads that you want to transfer to **Pipedrive**. For demonstration purposes, we will proceed with **Jessica**.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdeE1-QRTJOaPbvxoWj7RXhvuJQ2QrAvcusm9ycLwj8xbXeDDnRZUKJ3yyuYOvTp-CqYtK4b3PhRJVjAHFB0WvZvg4w5Um38AiCvLSFCzLYpMkSFOQMGtSiB63CfZ1U9wRvM8ob.png?width=1600&height=98&name=AD_4nXdeE1-QRTJOaPbvxoWj7RXhvuJQ2QrAvcusm9ycLwj8xbXeDDnRZUKJ3yyuYOvTp-CqYtK4b3PhRJVjAHFB0WvZvg4w5Um38AiCvLSFCzLYpMkSFOQMGtSiB63CfZ1U9wRvM8ob.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003965/54d8346a13521ac780e79461fc7d/AD_4nXdeE1-QRTJOaPbvxoWj7RXhvuJQ2QrAvcusm9ycLwj8xbXeDDnRZUKJ3yyuYOvTp-CqYtK4b3PhRJVjAHFB0WvZvg4w5Um38AiCvLSFCzLYpMkSFOQMGtSiB63CfZ1U9wRvM8ob?expires=1761286500&signature=c238e2a2696c71ad5d37c5c141a6debd17653e66ce0ada4df7e841d5667ccce5&req=dSYnF8l%2BnohZXPMW1HO4zSs21OunJKcOBlzjOyJZdQtPSoExRLxXHbfmvBG3%0AGWz9LVRl%2FiuWGNmvzWY%3D%0A)

**Step 3**: Click on the **Transfer To** drop-down menu at the top right corner to view various lead transfer options.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdqtOgfaQYLemNpBI3wSIIBaWPPYLSQU3grgs4rfzx9at-xNMtIFu3FLmugQlzut9PRKKeHv2CQqiZ51flHttfxFvjleNLT4_yRlWx4ze6CsrTPYRNoT9K32QDAWvYdUmZ4YNs3Nw.png?width=1600&height=574&name=AD_4nXdqtOgfaQYLemNpBI3wSIIBaWPPYLSQU3grgs4rfzx9at-xNMtIFu3FLmugQlzut9PRKKeHv2CQqiZ51flHttfxFvjleNLT4_yRlWx4ze6CsrTPYRNoT9K32QDAWvYdUmZ4YNs3Nw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003974/d2326665ee14772525ab9e7c0fc0/AD_4nXdqtOgfaQYLemNpBI3wSIIBaWPPYLSQU3grgs4rfzx9at-xNMtIFu3FLmugQlzut9PRKKeHv2CQqiZ51flHttfxFvjleNLT4_yRlWx4ze6CsrTPYRNoT9K32QDAWvYdUmZ4YNs3Nw?expires=1761286500&signature=7205ed9f5ed7af78b21503224d630f85039e7c0a5b146c0f532bd45869c8560c&req=dSYnF8l%2BnohYXfMW1HO4zahtOBcYhFsrS1e0zo5jQYzY8pT65wC0t94ODUZR%0AOEHR8yu4E%2BqwB4%2B4mx8%3D%0A)

**Step 4**: Click on the **Pipedrive** option to proceed.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXe6rYesoySCLdNKYuCd_0KtsEPazjlIiD0g_VanbU3RORBc_iDEqeg21gPA1vi-_vpLPkq2jG9HZoZ4OunP8Lg9QFObg70lu5pXR4jDVDuyInOceucNDWI4BCMfY8gDiMt8oH1cUQ.png?width=818&height=285&name=AD_4nXe6rYesoySCLdNKYuCd_0KtsEPazjlIiD0g_VanbU3RORBc_iDEqeg21gPA1vi-_vpLPkq2jG9HZoZ4OunP8Lg9QFObg70lu5pXR4jDVDuyInOceucNDWI4BCMfY8gDiMt8oH1cUQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003970/e974dc9b5ce821d84e6fedd75bf3/AD_4nXe6rYesoySCLdNKYuCd_0KtsEPazjlIiD0g_VanbU3RORBc_iDEqeg21gPA1vi-_vpLPkq2jG9HZoZ4OunP8Lg9QFObg70lu5pXR4jDVDuyInOceucNDWI4BCMfY8gDiMt8oH1cUQ?expires=1761286500&signature=11df8ff889e66a0b440eacdf1e90a6977400ca847cb8def36c71d6ef793563c1&req=dSYnF8l%2BnohYWfMW1HO4zWzCHl0pff4kvJPoVBCN4v2%2Fkt0sOvKW3CHXQvGN%0AGIyuI9HFOoniXwqedSU%3D%0A)

**Step 5**: Click on the **Transfer** button to transfer your lead to **Pipedrive**.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXe3S1zTjmWEHeKa-RKqF5_D-hVpe3jeRhyJ4_AMMGjEcYum-culZykE9SJNMTss_YFb9gDSjLbQrdluQdNeYGC8QUZGvygCWP8vDpvtmDWfJXO3LnoVwoblJ6_BuNhfTlX5TIEL4g.png?width=856&height=83&name=AD_4nXe3S1zTjmWEHeKa-RKqF5_D-hVpe3jeRhyJ4_AMMGjEcYum-culZykE9SJNMTss_YFb9gDSjLbQrdluQdNeYGC8QUZGvygCWP8vDpvtmDWfJXO3LnoVwoblJ6_BuNhfTlX5TIEL4g.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003971/10eacb692ce194bbb3705a100f9f/AD_4nXe3S1zTjmWEHeKa-RKqF5_D-hVpe3jeRhyJ4_AMMGjEcYum-culZykE9SJNMTss_YFb9gDSjLbQrdluQdNeYGC8QUZGvygCWP8vDpvtmDWfJXO3LnoVwoblJ6_BuNhfTlX5TIEL4g?expires=1761286500&signature=7638518cc50d92158994aeab20b43bfd8f7d1a5d9f742783db400999509b53e0&req=dSYnF8l%2BnohYWPMW1HO4zfM96fP%2FWTCHPt2d%2BwTe4grfJDTtk0W4HQu5dA69%0ASevWaY%2F4gNfQH%2BFxCOk%3D%0A)

The lead will be transferred successfully.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXey9fZYXtIswRMJiEDQ0Kw3xX6fbrWUGV77K2Ktd7f4qIVZ5tlcip4GECxBYG2KcLAlt5_05O2UiwNIY1nmFlpGYkEN5G7APnaeosOzSf6ag_aOOqcmu0scJwfCtByMUsRZpxus3A.png?width=1600&height=494&name=AD_4nXey9fZYXtIswRMJiEDQ0Kw3xX6fbrWUGV77K2Ktd7f4qIVZ5tlcip4GECxBYG2KcLAlt5_05O2UiwNIY1nmFlpGYkEN5G7APnaeosOzSf6ag_aOOqcmu0scJwfCtByMUsRZpxus3A.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1601003998/a30456e682f286557aa4b873b127/AD_4nXey9fZYXtIswRMJiEDQ0Kw3xX6fbrWUGV77K2Ktd7f4qIVZ5tlcip4GECxBYG2KcLAlt5_05O2UiwNIY1nmFlpGYkEN5G7APnaeosOzSf6ag_aOOqcmu0scJwfCtByMUsRZpxus3A?expires=1761286500&signature=02d0a6da4e639408e7a53fcf25339e8148156989ba6733e653a8497967c3013d&req=dSYnF8l%2BnohWUfMW1HO4zQtitn1FBGGxYFmFxWGX%2FQ5cfI4HIsH8pMD1F3nr%0A%2BRtIgFDkDLd%2Bl6maCw8%3D%0A)

- [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content)

    - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users)
    - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users)
- [Contacts](https://help.b2brocket.ai/contacts?hsLang=en)
- [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en)
- [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en)
- [Settings](https://help.b2brocket.ai/settings?hsLang=en)
- [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content)

    - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents)
    - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub)
    - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes)
    - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting)

[![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai)

<https://www.linkedin.com/company/b2b-rocket/posts/?feedView=all> [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai)

Copyright © 2026, B2B Rocket