Pipedrive Tag for GTM Server-Side

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_storage consent before execution.
• BigQuery Logging: Native support for streaming request and response data to BigQuery.

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_storage is not granted.

5. Logging

• Logs Settings: Options to log to console "Always", "Never", or during "Debug and preview".
• BigQuery Logs: Enable to log full event data to a BigQuery table.
  • Project ID: Defaults to the environment variable GOOGLE_CLOUD_PROJECT if left empty.
  • Dataset ID: Required.
  • Table ID: Required.

Useful Resources

• How to set up PipeDrive tag using server GTM

Open Source

The Pipedrive Tag for GTM Server Side is developed and maintained by the Stape Team under the Apache 2.0 license.