{"id":426,"date":"2025-03-07T16:01:57","date_gmt":"2025-03-07T15:01:57","guid":{"rendered":"https:\/\/help.zanfia.com\/?post_type=docs&#038;p=426"},"modified":"2025-12-10T19:08:14","modified_gmt":"2025-12-10T18:08:14","password":"","slug":"pipedrive","status":"publish","type":"docs","link":"https:\/\/help.zanfia.com\/pl\/docs\/pipedrive\/","title":{"rendered":"Pipedrive"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"cotojest\">Co to jest?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Integracja Zanfii z Pipedrive pozwala na po\u0142\u0105czenie obu system\u00f3w przy u\u017cyciu tokena API, dzi\u0119ki czemu mo\u017cesz dodawa\u0107 kontakty i nadawa\u0107 im tagi oraz dodawa\u0107 ich do listy bezpo\u015brednio z Zanfii.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"\u00a0doczegotos\u0142u\u017cy\">Do czego to s\u0142u\u017cy?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatyczne dodawanie kontakt\u00f3w do Pipedrive<\/li>\n\n\n\n<li>Nadawanie tag\u00f3w kontaktom z poziomu Zanfii<\/li>\n\n\n\n<li>Przypisywanie kontakt\u00f3w do list<\/li>\n\n\n\n<li>Synchronizacja danych mi\u0119dzy systemami<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"\u00a0jakpo\u0142\u0105czy\u0107zanfi\u0119zpipedrivekrokpokroku\">Jak po\u0142\u0105czy\u0107 Zanfi\u0119 z Pipedrive? (Krok po kroku)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u26a0\ufe0f WA\u017bNE: Przed po\u0142\u0105czeniem musisz najpierw przygotowa\u0107 pola w Pipedrive (Kroki 1\u20133).<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 1: Zaloguj si\u0119 do Pipedrive<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zaloguj si\u0119 na swoje konto Pipedrive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 2: Przejd\u017a do ustawie\u0144 p\u00f3l danych<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kliknij w <strong>ikon\u0119 profilu <\/strong>w prawym g\u00f3rnym rogu<\/li>\n\n\n\n<li>Nast\u0119pnie <strong>ikon\u0119 z\u0119batki<\/strong> (Company Settings) <\/li>\n\n\n\n<li>W menu bocznym znajd\u017a sekcj\u0119 <strong>COMPANY OVERVIEW<\/strong><\/li>\n\n\n\n<li>Kliknij <strong>Data fields<\/strong><\/li>\n\n\n\n<li>Wybierz zak\u0142adk\u0119 <strong>Person<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.44.53.jpg\" alt=\"\" class=\"wp-image-1777\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.46.59.jpg\" alt=\"\" class=\"wp-image-1779\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.47.43-scaled.jpg\" alt=\"\" class=\"wp-image-1781\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 3: Utw\u00f3rz dwa pola niestandardowe<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Musisz utworzy\u0107 <strong>dwa pola typu \u201cMultiple options\u201d<\/strong> (wielokrotny wyb\u00f3r):<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pole dla tag\u00f3w:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kliknij zielony przycisk <strong>+ Custom field<\/strong><\/li>\n\n\n\n<li>Wybierz typ <strong>Multiple options<\/strong><\/li>\n\n\n\n<li>Nazwij pole (np. \u201cTagi\u201d)<\/li>\n\n\n\n<li>Zapisz<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.51.48.jpg\" alt=\"\" class=\"wp-image-1783\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pole dla list:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kliknij zielony przycisk <strong>+ Custom field<\/strong><\/li>\n\n\n\n<li>Wybierz typ <strong>Multiple options<\/strong><\/li>\n\n\n\n<li>Nazwij pole (np. \u201cListy\u201d)<\/li>\n\n\n\n<li>Zapisz<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.52.54.jpg\" alt=\"\" class=\"wp-image-1785\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Po utworzeniu zobaczysz oba pola na li\u015bcie z oznaczeniem <strong>CUSTOM<\/strong> i typem <strong>Multiple options<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.53.46.jpg\" alt=\"\" class=\"wp-image-1787\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 4: Pobierz token API z Pipedrive<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>W menu bocznym kliknij <strong>Personal preferences<\/strong><\/li>\n\n\n\n<li>Przejd\u017a do zak\u0142adki <strong>API<\/strong><\/li>\n\n\n\n<li>Skopiuj sw\u00f3j <strong>Personal API token<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.54.18.jpg\" alt=\"\" class=\"wp-image-1789\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.54.57.jpg\" alt=\"\" class=\"wp-image-1791\"\/><figcaption class=\"wp-element-caption\">Screenshot<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 5: Przejd\u017a do ustawie\u0144 w Zanfii<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">W panelu Zanfia kliknij zak\u0142adk\u0119 <strong>Ustawienia<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 6: Wybierz systemy mailingowe<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Przejd\u017a do sekcji <strong>Systemy mailingowe<\/strong> i wybierz zak\u0142adk\u0119 <strong>Pipedrive<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.55.47-scaled.jpg\" alt=\"\" class=\"wp-image-1793\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 7: Dodaj nowe po\u0142\u0105czenie<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Z listy rozwijanej kliknij <strong>Dodaj nowe konto<\/strong>. Uzupe\u0142nij:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nazwa po\u0142\u0105czenia<\/strong> &#8211; dowolna nazwa (np. \u201cPipedrive\u201d)<\/li>\n\n\n\n<li><strong>Token API<\/strong> &#8211; wklej skopiowany token<\/li>\n\n\n\n<li><strong>Nazwa pola tag\u00f3w<\/strong> &#8211; wpisz dok\u0142adn\u0105 nazw\u0119 pola (np. \u201cTagi\u201d)<\/li>\n\n\n\n<li><strong>Nazwa pola list<\/strong> &#8211; wpisz dok\u0142adn\u0105 nazw\u0119 pola (np. \u201cListy\u201d)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-18.56.45.jpg\" alt=\"\" class=\"wp-image-1795\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Kliknij <strong>Zapisz<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Krok 8: Gotowe!<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.zanfia.com\/wp-content\/uploads\/2025\/03\/CleanShot-2025-12-10-at-19.04.58.jpg\" alt=\"\" class=\"wp-image-1797\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Oba systemy utworzy\u0142y po\u0142\u0105czenie. Mo\u017cesz teraz dodawa\u0107 kontakty i nadawa\u0107 im tagi.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"\u00a0dobrepraktyki\">Dobre praktyki<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Zak\u0142adka Person<\/strong> &#8211; pola MUSZ\u0104 by\u0107 utworzone w zak\u0142adce Person, nie Lead\/deal czy Organization<\/li>\n\n\n\n<li><strong>Dok\u0142adne nazwy<\/strong> &#8211; nazwy p\u00f3l w Zanfii musz\u0105 by\u0107 IDENTYCZNE jak w Pipedrive (wielko\u015b\u0107 liter ma znaczenie)<\/li>\n\n\n\n<li><strong>Typ \u201cMultiple options\u201d<\/strong> &#8211; pola MUSZ\u0104 by\u0107 typu wielokrotnego wyboru, inny typ spowoduje b\u0142\u0105d<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"\u00a0faq\">FAQ<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Dostaj\u0119 b\u0142\u0105d \u201cTags and lists fields must be defined as set fields in Pipedrive\u201d &#8211; co robi\u0107?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ten b\u0142\u0105d oznacza, \u017ce:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pola nie istniej\u0105 w Pipedrive, LUB<\/li>\n\n\n\n<li>Pola maj\u0105 z\u0142y typ (musz\u0105 by\u0107 \u201cMultiple options\u201d), LUB<\/li>\n\n\n\n<li>Pola s\u0105 w z\u0142ej zak\u0142adce (musz\u0105 by\u0107 w \u201cPerson\u201d)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u26a0\ufe0f Wr\u00f3\u0107 do Kroku 2\u20133 i upewnij si\u0119, \u017ce utworzy\u0142e\u015b oba pola typu \u201cMultiple options\u201d w zak\u0142adce <strong>Person<\/strong>. \u26a0\ufe0f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Gdzie znajd\u0119 token API w Pipedrive?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Profil \u2192 Personal preferences \u2192 API \u2192 Personal API token.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Gdzie dok\u0142adnie utworzy\u0107 pola?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Company Settings \u2192 Data fields \u2192 zak\u0142adka <strong>Person<\/strong> \u2192 przycisk <strong>+ Custom field<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Co mog\u0119 robi\u0107 po po\u0142\u0105czeniu?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mo\u017cesz dodawa\u0107 kontakty do Pipedrive oraz nadawa\u0107 im tagi i przypisywa\u0107 do list bezpo\u015brednio z Zanfii.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Co to jest? Integracja Zanfii z Pipedrive pozwala na po\u0142\u0105czenie obu system\u00f3w przy u\u017cyciu tokena API, dzi\u0119ki czemu mo\u017cesz dodawa\u0107 kontakty i nadawa\u0107 im tagi oraz dodawa\u0107 ich do listy bezpo\u015brednio z Zanfii. Do czego to s\u0142u\u017cy? Jak po\u0142\u0105czy\u0107 Zanfi\u0119 z Pipedrive? (Krok po kroku) \u26a0\ufe0f WA\u017bNE: Przed po\u0142\u0105czeniem musisz najpierw przygotowa\u0107 pola w Pipedrive [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[33],"doc_tag":[],"class_list":["post-426","docs","type-docs","status-publish","hentry","doc_category-systemy-mailingowe"],"year_month":"2026-07","word_count":498,"total_views":"116","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Bogusz P\u0119kalski","author_nicename":"5l8jms","author_url":"https:\/\/help.zanfia.com\/pl\/author\/5l8jms\/"},"doc_category_info":[{"term_name":"Systemy mailingowe","term_url":"https:\/\/help.zanfia.com\/pl\/docs-category\/systemy-mailingowe\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/docs\/426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/comments?post=426"}],"version-history":[{"count":2,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/docs\/426\/revisions"}],"predecessor-version":[{"id":1799,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/docs\/426\/revisions\/1799"}],"wp:attachment":[{"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/media?parent=426"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/doc_category?post=426"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.zanfia.com\/pl\/wp-json\/wp\/v2\/doc_tag?post=426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}