> ## Documentation Index
> Fetch the complete documentation index at: https://docs.syntaxia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Connect a Pipedrive account to Syntaxia.

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.

## 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.

<Tip>
  Pipedrive accounts are unlimited per Syntaxia organization. You can connect multiple companies if your team operates across several Pipedrive workspaces.
</Tip>

## What syncs

| Object         | Notes                                            |
| -------------- | ------------------------------------------------ |
| `Organization` | Companies in Pipedrive                           |
| `Person`       | Contacts associated with organizations and deals |
| `Deal`         | Opportunities in your pipelines                  |
| `Activity`     | Tasks, calls, meetings, and notes                |
| `User`         | Pipedrive users, used for owner attribution      |

Custom fields on Organizations, Persons, and Deals are synced.

## Connect Pipedrive

<Steps>
  <Step title="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`.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Return to Syntaxia">
    Pipedrive redirects you back to your command center. The new source card shows status `syncing`.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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](/guide/ontology-discovery).
* **Compose** with other source ontologies. See [Ontology composition](/guide/ontology-composition).

## Troubleshooting

<AccordionGroup>
  <Accordion title="The OAuth window shows the wrong company">
    Sign out of Pipedrive in another tab, then click **Reconnect** on the source card. Pipedrive will prompt you to choose a company before authorizing.
  </Accordion>

  <Accordion title="The card is in `error`">
    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.
  </Accordion>

  <Accordion title="Some deals are missing">
    Check the visibility settings on the affected pipelines and the permission set of the authorizing user. Syntaxia inherits the user's view of Pipedrive.
  </Accordion>
</AccordionGroup>