Pipedrive

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.

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 and which data types are on, then click Import Customers & Sync for the first full import.

After the first import, Pipedrive syncs every night by itself. See 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.

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.

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.

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.