Pipedrive Utilities

Pipedrive Utilities is a Pipedrive extension that adds powerful tools for managing deals and contacts directly within the Pipedrive interface.

Features

Merge Tool

Search for duplicate deals, preview the merge outcome, and consolidate records with full control over which field values survive. The merge tool appears in the deal sidebar panel so you never leave your workflow.

  • Merge Workflow – Step-by-step guide to searching, previewing, and executing merges.
  • Duplicate Detection – Automatic notices for same-person deals, email/phone matches, and name matches.
  • Field Preservation – Choose which field values to keep, organize fields into groups, and use the full-screen comparison modal.
  • Mailchimp Integration – Webhook-based unsubscribe/resubscribe handling during merges.

Google Ads Conversion Tracking

Fire enhanced conversions from Pipedrive deal milestones back to Google Ads. When a deal progresses through configured stages, the extension uploads click conversions using the originating GCLID, enabling accurate ROI measurement for your ad campaigns.

Formidable Forms

Receive form submissions from WordPress via webhook, automatically create or update Pipedrive persons and deals, and assign leads to agents using weighted random selection.

Campus Cloud SIS

Push deal and contact data from Pipedrive to Campus Cloud SIS with a single click. The extension maps your configured fields, creates or updates the student record, and posts application data.

Accessing Settings

Open settings through Pipedrive Settings > Tools and Apps > Marketplace Apps > Utilities > Settings, or click the gear icon in the panel tab bar.

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