The Pipedrive Tag for GTM Server-Side allows you to create new persons and leads in Pipedrive directly from your Google Tag Manager Server container.
Features
- Entity Creation: Supports creating Persons and Leads.
- Optimistic Scenario: Option to trigger
gtmOnSuccess()immediately without waiting for the API response to speed up response times. - Consent Checks: Built-in support for checking
ad_storageconsent before execution.
Configuration
1. General Settings
- Type: Select whether to create a Person or a Lead.
- API Token: Enter your Pipedrive API Personal API Key.
- Use Optimistic Scenario: Check to fire the tag success trigger regardless of the actual API result.
2. Person Configuration
- Standard Fields: Map specific fields for Name, Email, and Phone.
- Additional Parameters: Use the table to map custom fields (Field ID and Value) supported by the Pipedrive Persons API.
3. Lead Configuration
- Title: Required field for the lead title.
- Association: You must associate the lead by providing either a Person ID or an Organization ID.
- Create new person?: If enabled, allows you to create a new Person registry simultaneously and link it to the Lead.
- Requires Full Name or a combination of First Name and Last Name.
- Additional Parameters: Use the table to map custom parameters for the Leads API.
4. Consent Settings
- Ad Storage Consent: Choose “Send data in case marketing consent given” to abort execution if
ad_storageis not granted.
Useful Resources
Open Source
The Pipedrive Tag for GTM Server Side is developed and maintained by the Stape Team under the Apache 2.0 license.
