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Connecting Pipedrive makes it the single source of truth for the partner program: organizations, persons, and deals sync into Introw, and tiers and managers sync back. Pipedrive is a plan add-on with a few deliberate limits compared with HubSpot and Salesforce, so this guide covers the whole flow end to end (enabling the integration, connecting, and completing the setup wizard) and is explicit about what Pipedrive does and does not support, so you finish with accurate deal attribution and no surprises.

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What you’ll achieve

A live Pipedrive connection where the right organizations appear as partners, new matching records sync automatically, and deals are attributed to the partner who influenced them via a custom property, so reporting and commissions run on real CRM data.

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Before you start

1

Enable Pipedrive on your plan

Pipedrive is a paid add-on and is off by default. If the Pipedrive tile does not appear on the Integrations page, contact Introw to enable it on your plan, then return here.
2

Confirm Pipedrive admin access

You need permission to authorize an app on your Pipedrive account.
3

Confirm your Introw permission

You need permission to connect integrations in Introw, and only one CRM can be connected at a time, so disconnect any existing CRM first.
Pipedrive has a few limits the other CRMs do not: partners must be stored as the Organization object (custom objects are not available), attribution is custom-property only (no associations or relation tables), and there is no in-CRM embed - partners and your team work in Introw, Slack, or email rather than inside Pipedrive.

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Steps

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Connect the account

1

Open Integrations

Go to Integrations and stay on the CRM & Data category. If the Pipedrive tile is not visible, Pipedrive is not yet enabled on your plan - contact Introw before continuing.
2

Start the Pipedrive connection

On the Pipedrive tile select Connect, which opens Pipedrive’s OAuth screen.
3

Authorize

Sign in to Pipedrive, choose the account, and approve access. Introw shows Pipedrive as Connected and opens the setup wizard with Organization preselected as the partner object.

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Tell Introw how partners are stored

1

Confirm the partner object

The wizard opens on How do you store partners in your CRM?.
  • Partner object - on Pipedrive this is fixed to Organization; custom objects are not available, so partners must live as organizations. Confirm the selection.
2

Confirm the choice

Introw shows Please confirm the following info is correct with “Organization objects”. Select Yes, that is correct, then Next.

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Find the partners that should sync

1

Open the find-partners step

The wizard moves to Find partners in your CRM, where you scope which organizations import as partners.
  • Filters - narrow organizations by a Pipedrive property (for example a partner-type field) so only matching records become partners. The count at the top shows how many were found.
  • Selection - bring in all matching records or hand-pick specific ones.
2

Turn on automatic sync

When all records behind a filter are selected, enable Automatically sync new partners so new organizations matching the filter become partners automatically. Without a filter, automatic sync stays off.
3

Import the selection

Select Continue with [N] partner(s) and confirm. Introw imports the organizations as partners.
1

Open object linking

The wizard moves to Which objects do you link with partners? (the Object Linking screen). Select Add object to add a mapping.
2

Pick the object and the property

For each object choose Which object do you link with partners? and then how it links:
  • Object - the object to attribute: Deal, Person, or Organization. Configure Deal at minimum, since it is what reporting and commissions run on and the wizard treats it as the completion step.
  • Custom properties - the only attribution method on Pipedrive. Pick the Pipedrive property that records which partner influenced the deal. There are no associations or relation tables on Pipedrive, so plan to maintain a partner property on your deals.
3

Name the attribution and save

Set What name do you want to use for this attribution? so the link reads clearly, then select Add [object] attribution. Repeat for persons or organizations if you want them credited.
4

Finish setup

Once a Deal mapping exists, select Finish.

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Keep the connection healthy

1

Watch the connection status

On the connected Pipedrive detail page the header shows green Connected by [name] when healthy, amber Syncing during a sync, or red Connection has been interrupted when it needs attention. If interrupted, select Reconnect. Pipedrive has no managed package or scope updates to install.

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Verify it worked

Pipedrive shows as Connected on the Integrations page, your filtered organizations appear as partners, and a partner-influenced deal shows attributed to the right partner via the property you chose. New organizations matching your filter sync in automatically if you enabled automatic sync.

Connect HubSpot as your source of truth

The same flow for HubSpot, including associations and one-click attribution.

Connect Salesforce as your source of truth

The same flow for Salesforce, including relation-table attribution.

Troubleshoot a CRM connection

Fix a sync that shows a needs-attention status.

Implementation reference

Full configuration options.