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The Pipedrive integration syncs organizations, people, and deals into Pike customers and deals. Sales keeps the pipeline in Pipedrive. When a deal is won, it shows in Pike ready to become a staffed project.

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Connect Pipedrive

  1. Go to Workspace settings → Integrations → Pipedrive.
  2. Click Add integration.
  3. Sign in to Pipedrive in the popup and approve Pike for your company account.
Only workspace admins can connect or disconnect Pipedrive.

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Import data

On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads organizations before the people and deals that belong to them. It skips entities whose Read toggle is off, names them, and links to sync settings.

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What syncs

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Pipelines and stages

Choose which Pipedrive pipelines sync, then map each stage to a Pike deal stage in the integration settings. Won and Lost deals map to Pike Won and Lost. A won deal shows in Pike ready for a project. With Send on for deals, creating a project from a won deal adds a note to the Pipedrive deal with the project link. Sales sees that delivery has picked it up.

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Source of truth

Once a record is linked, Pipedrive owns organization, person, and deal fields, and Pike reads them back. Pike-only fields, such as the linked project, allocations, and internal notes, stay in Pike.

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Schedule

Pipedrive sends changes to Pike as they happen. Pike also runs a full check every 24 hours. Import data and Refresh always run on demand.

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Sync settings

While Pipedrive is connected, the What syncs with Pipedrive card sits under the top button row on the integration page. Toggles save immediately. New connections start with Read on for everything and Send off.

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Synced records

Every synced record shows the Pipedrive marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.

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Sync issues

Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Pipedrive is marked “Removed in Pipedrive” in Pike, never deleted.

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Disconnect

Disconnecting Pipedrive stops syncing and keeps all imported data. Linked records keep their history.

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Permissions

Synced data respects Pike roles and private projects. A private project’s link never syncs to Pipedrive.

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Limits

  • Pike does not create organizations, people, or deals in Pipedrive.
  • Only the pipelines you choose sync.
  • Activities, emails, and products in Pipedrive do not sync.