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

# Connect Pipedrive as your source of truth

> Enable and connect Pipedrive, choose how partners are stored, filter which records sync, and link deals to partners via custom properties.

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.

## 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.

## Before you start

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

  <Step title="Confirm Pipedrive admin access">
    You need permission to authorize an app on your Pipedrive account.
  </Step>

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

<Note>
  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.
</Note>

## Steps

### Connect the account

<Steps>
  <Step title="Open Integrations">
    Go to [Integrations](https://app.introw.io/settings/integrations?category=crm) 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.
  </Step>

  <Step title="Start the Pipedrive connection">
    On the **Pipedrive** tile select **Connect**, which opens Pipedrive's OAuth screen.
  </Step>

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

### Tell Introw how partners are stored

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

  <Step title="Confirm the choice">
    Introw shows **Please confirm the following info is correct** with "Organization objects". Select **Yes, that is correct**, then **Next**.
  </Step>
</Steps>

### Find the partners that should sync

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

  <Step title="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.
  </Step>

  <Step title="Import the selection">
    Select **Continue with \[N] partner(s)** and confirm. Introw imports the organizations as partners.
  </Step>
</Steps>

### Link objects to partners (attribution)

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

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Finish setup">
    Once a Deal mapping exists, select **Finish**.
  </Step>
</Steps>

### Keep the connection healthy

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

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Connect HubSpot as your source of truth" icon="book-open" href="./connect-hubspot">
    The same flow for HubSpot, including associations and one-click attribution.
  </Card>

  <Card title="Connect Salesforce as your source of truth" icon="book-open" href="./connect-salesforce">
    The same flow for Salesforce, including relation-table attribution.
  </Card>

  <Card title="Troubleshoot a CRM connection" icon="book-open" href="./troubleshoot-a-crm-connection">
    Fix a sync that shows a needs-attention status.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>