Pipedrive
Two-way sync of organizations, persons, deals, leads, activities and notes.
How it connects
- Connected once for the workspace, by an owner.
- You sign in to Pipedrive. We never see your password, and the access it grants is stored encrypted.
- New items are picked up about every 5 minutes. With the optional webhook password added, changes arrive as they happen.
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Also covers: Pipedrive (API token).
Connect it
- In Closefinch, open Settings → Integrations and find Pipedrive under its category.
- Choose Pipedrive and sign in to it.
- New items are picked up about every 5 minutes. With the optional webhook password added, changes arrive as they happen. You can pause it or disconnect at any time.
What the form asks for
- Webhook password (optional): for instant updates: the HTTP auth password you set on a Pipedrive webhook pointed at this connection's webhook URL.
More in CRMs
Connect Pipedrive
Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.