Pike and
Pipedrive
Sync organizations, people, and deals from Pipedrive, and turn won deals into projects.
At a glance
- Direction
- Pipedrive to Pike. Pike to Pipedrive for a project link note.
- Who sets it up
- Workspace admins.
- Sync
- As changes happen, and on demand.
- Documentation
- Pipedrive docs
What syncs between Pipedrive and Pike
| Pipedrive | Pike | Direction |
|---|---|---|
| Organizations | Customers | Pipedrive to Pike |
| People | Customer contacts | Pipedrive to Pike |
| Deals | Deals, with stage and owner | Pipedrive to Pike |
| Note on the deal | Project link | Pike to Pipedrive, when Send is on |
Once linked, Pipedrive owns the CRM fields. Pike keeps the project, allocations, and internal notes.
Set up and use Pipedrive
Connect
- 1.Go to Workspace settings → Integrations → Pipedrive. Sign in to Pipedrive.
- 2.Choose pipelines and map stages, then click Import data.
- 3.Turn on Send for deals to add project links to won deals.
How to use it in your business
- See the pipeline in capacity terms. Open deals show in Pike, so leads book proposed hours before signing.
- Hand off the moment a deal is won. The won deal arrives with its customer and contacts.
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.
Setup steps and field mappings: Pipedrive docs.
Pipedrive integration questions
Does Pike integrate with Pipedrive?
Yes. Pike syncs Pipedrive organizations, people, and deals into customers and deals, and adds a project link note to won deals.
Can I sync only some Pipedrive pipelines?
Yes. Choose which pipelines sync in the integration settings, then map their stages to Pike deal stages.
See Pike and Pipedrive working together on your data.
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