Phase 1 · MediaHawk → Pipedrive

MediaHawk Sync

Load a MediaHawk call-log CSV in the browser, pull Pipedrive deals created in a date range, match by UK-normalised phone number, then push Origin / Campaign / PPC Keyword / GCLID back to Pipedrive. The CSV never leaves this page.

Step 1 — Load data & find deals

Upload a CSV for enrichment (optional), then find deals by creation date. The action button always runs "Find Deals in Date Range" — the CSV tab only loads optional enrichment data.

Defaults to yesterday. Keep the range tight — it exists to avoid overwriting GCLIDs on old deals.

Step 2 — Review & push updates

Rows start unchecked; choosing an Origin auto-selects the row. Only checked rows are pushed.

0 deal(s) selected
PhoneDealPersonCreatedStatus OriginCampaignPPC KeywordGCLID

Update log

Deal field browser

Find the hashed API keys for the four custom fields. Configure them on the portal home under Settings → pipedrive (pipedrive.field_origin / _campaign / _keyword / _gclid).