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The Pipedrive connector links a Pipedrive company account to Syntaxia. Use it to bring sales pipeline data, including organizations, persons, deals, activities, and users, into your unified ontology.

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Before you start

  • You are signed in to Syntaxia under the Data Ops function.
  • You are an Admin user on the Pipedrive company you want to connect, or you have permission to authorize OAuth integrations.
  • Your Pipedrive plan supports API access. All paid plans do.
Pipedrive accounts are unlimited per Syntaxia organization. You can connect multiple companies if your team operates across several Pipedrive workspaces.

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What syncs

ObjectNotes
OrganizationCompanies in Pipedrive
PersonContacts associated with organizations and deals
DealOpportunities in your pipelines
ActivityTasks, calls, meetings, and notes
UserPipedrive users, used for owner attribution
Custom fields on Organizations, Persons, and Deals are synced.

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Connect Pipedrive

1

Add the source

From your Data Ops command center, click Add Source, expand the Pipedrive card, and enter a connection label like Pipedrive - SDR Team.
2

Authorize Syntaxia

Click Connect. You will be redirected to Pipedrive. If you are signed in to multiple Pipedrive companies, select the one you want to connect, then click Allow and install.
3

Return to Syntaxia

Pipedrive redirects you back to your command center. The new source card shows status syncing.
4

Wait for the initial sync

Pipedrive accounts are typically smaller than Salesforce orgs, so the first sync often completes in under 15 minutes. The card turns green and switches to active once finished.

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Required Pipedrive permissions

The integration installs against the company you select during OAuth. Make sure the authorizing user has at least:
  • Read access to Deals, Organizations, Persons, and Activities in their permission set.
  • The Use API permission, which is granted by default to Admin users.
If your authorizing user has restricted visibility on certain pipelines or deals, Syntaxia will only see what they can see.

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After the first sync

Once your Pipedrive source is active, you can:
  • Resync at any time to pull the latest changes.
  • Run ontology discovery to model your Pipedrive structure. See Ontology discovery.
  • Compose with other source ontologies. See Ontology composition.

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Troubleshooting

Sign out of Pipedrive in another tab, then click Reconnect on the source card. Pipedrive will prompt you to choose a company before authorizing.
Pipedrive reported a broken connection. The user who authorized may have left the company or had their permissions changed. Click Reconnect and re-authorize as a current Admin.
Check the visibility settings on the affected pipelines and the permission set of the authorizing user. Syntaxia inherits the user’s view of Pipedrive.