Use Smartlead Manual Step events in your CRM
OutboundSync now supports Smartlead's Manual Step Reached event. When a prospect reaches a manual step in a campaign, OutboundSync writes it to your CRM.
Harris Kenny
Smartlead → Pipedrive
Smartlead + Pipedrive integration
See what Smartlead did before a deal exists. OutboundSync matches the Pipedrive Person by email and pins every Smartlead event to it as a Note.
BetaOne-way syncEmail
Smartlead + Pipedrive at a glance
Smartlead integrates with Pipedrive through OutboundSync. Sends, opens, link clicks, replies, bounces, unsubscribes, and lead category changes from Smartlead are written as Notes pinned to the matching Pipedrive Person. OutboundSync looks the Person up by email address, creates one when there is no match, and can set an owner on new records.
| Status | Beta (Pipedrive is a one-way beta CRM) |
|---|---|
| Channels | |
| Direction | One-way, Smartlead → Pipedrive |
| Pipedrive records | Persons |
| Block lists | Not available for this pairing |
| Smartlead plan | Pro or higher |
| Setup | Guided: marketplace OAuth, then onboarding with the OutboundSync team |
Pipedrive is deal-first, which means cold outreach often happens entirely outside it until someone replies. By then the context is gone. OutboundSync keeps it by pinning each Smartlead event to the Person as a Note from the very first send, so the history is already there when a rep turns the conversation into a deal.
Because Smartlead categorizes replies, those Notes also tell you intent. A Person whose latest Note says interested is a deal waiting to be created; one marked not interested can be filtered out of the next push. Teams build Pipedrive filters on that activity to decide where reps spend their afternoons.
What syncs from Smartlead to Pipedrive
Every event below arrives in near-real time and lands on the matched Pipedrive record. Pick the ones you want per source.
| Event | Channel | Where it lands in Pipedrive |
|---|---|---|
| Email sent— Includes manual replies sent from the Smartlead inbox | Note pinned to the Person | |
| Email opened | Note pinned to the Person | |
| Link clicked | Note pinned to the Person | |
| Reply received | Note pinned to the Person | |
| Email bounced | Note pinned to the Person | |
| Lead unsubscribed | Note pinned to the Person | |
| Lead category updated— Smartlead's built-in and custom lead categories | Note pinned to the Person |
Event names come from the Smartlead webhooks OutboundSync receives. Pipedrive is a one-way beta, so exact event coverage is confirmed during onboarding. See the Smartlead event reference.
What teams do with Smartlead + Pipedrive
Create deals from interest
Filter Persons whose latest Smartlead category is interested and open deals from that list.
Own every new Person
Assign an owner when OutboundSync creates a Person, so a fresh reply never lands unassigned.
Skip people who opted out
Unsubscribe and bounce Notes make it obvious who should stay out of manual follow-up.
Ways to connect Smartlead and Pipedrive
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| Zapier, Make, or n8nCompare integration platforms | Catch Smartlead webhooks and write each event to Pipedrive with a workflow you build. | Every event type, retry, and field change is a workflow you maintain, billed per task or step. |
| Custom buildBuild vs buy | Write your own service against the Smartlead and Pipedrive APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built email activity sync into Pipedrive Persons. | One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today. |
How to set up Smartlead + Pipedrive
Step 1: Connect Pipedrive
Authorize OutboundSync from the Pipedrive Marketplace with the same email you use in OutboundSync.
Step 2: Connect Smartlead
Add your Smartlead API key in OutboundSync, then paste the source's webhook URL into Smartlead.
Step 3: Create the Pipedrive source
Select Smartlead when you create the Pipedrive source, and confirm how contacts are matched.
Step 4: Send a test event
Trigger one Smartlead event and confirm it on a real Pipedrive Person.
Step 5: Go live
Launch with the OutboundSync team watching the first production events in Pipedrive.
Plan requirements
Smartlead plan
Pro or higher
OutboundSync requires Smartlead's Pro plan or higher, because it relies on Smartlead's webhook and API features.
Pipedrive
Pipedrive is a one-way beta. There is no Pipedrive plan gate on our side; onboarding runs with the OutboundSync team.
Related integrations and guides
Smartlead with other CRMs
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TapcheckSmartlead + Pipedrive FAQ
What Smartlead activity does OutboundSync sync to Pipedrive?
Email sent, email opened, link clicked, reply received, email bounced, lead unsubscribed, and lead category updated.Which Pipedrive records does it write to?
OutboundSync matches or creates Pipedrive Persons. Smartlead events land as note pinned to the Person. See the Pipedrive beta guide for details.How does OutboundSync find the right Pipedrive Person for Smartlead activity?
Smartlead is an email tool, so lookup is locked to the Person email address. When no Person matches, OutboundSync creates one and pins the Note to it.Is the integration one-way or two-way?
One-way. Activity flows from Smartlead into Pipedrive, and nothing is written back to Smartlead.Can I use Pipedrive records as a block list?
Not today. Block lists come from HubSpot lists or Salesforce reports. The Pipedrive beta syncs activity in only.Do I need admin access to set it up?
The Pipedrive user who authorizes OAuth must use the same email as their OutboundSync login.Which Smartlead plan do I need?
OutboundSync requires Smartlead's Pro plan or higher, because it relies on Smartlead's webhook and API features.How is Smartlead + Pipedrive priced?
Beta access is scoped with the OutboundSync team during onboarding. Billing follows the same model as every plan: sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. See the pricing page.Can I do this with Zapier, Make, or n8n?
For lightweight Smartlead automations, yes. When you need dependable attribution and suppression, generic builders get expensive and brittle at volume. OutboundSync is pre-built, keeps searchable event logs beyond 30 days, and prices by outbound volume instead of step count.What breaks first when this scales?
Data quality and reliability break first: duplicate events, retries, out-of-order webhooks, and bursts during big sends. OutboundSync handles idempotency, timing buffers, and queue recovery, and flags suspicious or mismapped payloads instead of writing them.
Smartlead resources
Tutorials, case studies, and updates related to Smartlead.
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A quick walkthrough with your own stack. Setup takes minutes, with no long-term contract.
