# Pipedrive

> Connect Pipedrive, choose which organizations become customers, and keep the connection's permissions up to date.

import { Aside, Steps } from '@astrojs/starlight/components';

Connect Pipedrive once and CustomerCatalyst brings in your organizations, people and their activity, every night and whenever you press **Sync now**.

## Connect

You need to be an organization admin in CustomerCatalyst, and able to install apps in your Pipedrive company.

<Steps>

1. Open **Integrations** in the sidebar and choose **Pipedrive**.
2. Click **Connect to Pipedrive**.
3. Sign in to Pipedrive, pick the company to connect, and allow access.
4. Pipedrive sends you back to Integrations. The button now reads **Import Customers & Sync**.
5. Check [which organizations become customers](#choose-which-organizations-become-customers) and which [data types](#what-syncs) are on, then click **Import Customers & Sync** for the first full import.

</Steps>

After the first import, Pipedrive syncs every night by itself. See [Syncing](/integrations/syncing/).

## Choose which organizations become customers

Under **Customer status**, decide which Pipedrive organizations become customers and whether each one is active or churned. This runs on every sync.

- **Default**: organizations with a won deal become active customers. Organizations with no won deal aren't imported.
- **Custom**: pick a field on the Pipedrive organization, then map its values to a CustomerCatalyst status under **Status value mappings**. Add at least one value mapping.

## What syncs

Each data type has its own **Sync** switch. Organization admins turn them on or off.

| In CustomerCatalyst | From Pipedrive |
|---|---|
| Customers | Organizations |
| Contacts | People |
| Calls | Activities of the type call |
| Meetings | Activities of the type meeting |
| Tasks | Activities of the type task |
| Notes | Notes |
| Opportunities | Deals |

Tickets don't sync from Pipedrive.

Owners are matched to your team by email: a Pipedrive user whose email belongs to a CustomerCatalyst user becomes the owner here. Owners with no matching user stay empty, and no users are created.

Custom Pipedrive fields can be mapped by their name. See [Field mapping](/integrations/field-mapping/).

## Permissions

The CustomerCatalyst app asks Pipedrive for:

- `base`
- `contacts:read`: customers and contacts
- `activities:read`: calls, meetings and tasks
- `deals:read`: opportunities
- `deal-fields:full`, `contact-fields:full`, `project-fields:full`

Full access to contacts, activities or deals counts as read access.

## Missing permissions and reconnecting

When CustomerCatalyst needs a permission the connection doesn't have yet, organization admins see:

> Pipedrive needs new permissions. Reconnect to keep syncing.

Click **Reconnect**, sign in to the **same** Pipedrive company and allow access. Your connection, settings and mappings stay as they are.

Until you reconnect, a data type that needs the missing permission shows *Missing permission:* followed by its name, and you can't switch it on. Types that are already on can still be switched off.

<Aside type="caution">
Reconnecting with a **different** Pipedrive company changes nothing: the existing connection stays linked to the first company, and no message is shown. To move to another company, disconnect first and connect again.
</Aside>

## Disconnect

Organization admins can click **Disconnect** on the Pipedrive page and confirm. This removes the connection and stops syncing. Records that were already synced stay in CustomerCatalyst.