Pipedrive Integration

The only outreach sync that knows what stage the deal is in.

Two-way Pipedrive sync with per-field direction, deal-stage tracking on every synced person, and calls, tasks, and notes logged back automatically. Your pipeline view and your outreach finally agree about reality.

Empowering 1,000+ sales leaders and representatives to build a stronger sales pipeline.

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Horizm logoRSZ logoPhilips Group logoProtecto logoGreytHR logoParallelDots logoVserve logoFission Labs logoInfront logoProgrammers.io logoFutureBridge logo
2-way
sync, direction set per field
Deals
stage tracking on every synced person
10 min
fastest polling via Pipedrive recents
1-click
add-to-sequence, single or bulk
Activity sync

The deal history writes itself

Every call and task lands on the person in Pipedrive, and the deal stage travels with the contact into Salesgear.

  • Calls, tasks, and notes log automatically on the person, so the deal record stays complete.
  • Deal stages sync onto the contact, so sequences and reps can respect where the deal actually stands.
  • Custom person fields map, including enumerated options, alongside the standard fields.
  • Owners map automatically by matching the Pipedrive owner to the Salesgear rep by email.
Person · Priya Nair
Northwave · synced with deal context
Synced
Deal stageDemo scheduled
ActivityCall logged · Connected · 6m 12s
NoteCall notes attached automatically
Ownersamuel.jackson@rampbase.com
NextAdded to follow-up sequence
The pipe

Persons flow both ways, deals stay in view

Pull persons in on a schedule, push prospects out when Salesgear finds them, and keep the deal context attached the whole way.

Auto-import
Polling from every 10 minutes to 30 days
Only recently-changed records move
Auto-tag on arrival and route to a list
Add-to-sequence as a built-in job, single or bulk
Field mapping
Per-field direction: to Pipedrive, to Salesgear, or both
Custom person fields with enumerated options
Imported values never overwrite non-empty fields
The log
Added, updated, failed, and duplicate counts per sync
Duplicates detected by email, every run
Manual syncs email you when they finish
Inside Pipedrive

Salesgear works inside Pipedrive too

With the Chrome extension installed, outreach starts from the Pipedrive page your team is already on.

From any Pipedrive page

Select persons, add to a sequence

Single person pages or bulk lists: select, click the Salesgear button, pick a sequence. No export, no CSV, no import mapping.

Single and bulkStraight into sequencesNo CSV, ever
Both directions

Push from Salesgear, pull from Pipedrive

Export prospects you found in Salesgear to Pipedrive, or pull Pipedrive persons into sequences. Both sides stay current either way.

The difference

The export-import life vs a living sync

Salesgear
Export-import life
01Getting contacts in
Persons poll in automatically, from every 10 minutes
Export persons, clean the CSV, import, fix the mapping
02Deal context
Deal stages tracked on every synced person
Your outreach tool has no idea a deal exists
03Activity logging
Calls, tasks, and notes log themselves
Reps transcribe their day into Pipedrive, eventually
04Duplicates
Detected by email on every sync, counted in the log
Found at quarter end
05Starting outreach
The Salesgear button, inside Pipedrive
Switch tools, upload, map, start

Also connecting elsewhere? Salesforce, HubSpot, Zoho, Zapier.

Beyond the sync

The sync is the plumbing, not the point

Once Pipedrive and Salesgear share one source of truth, the rest of the platform runs on it.

01

Automate the plays

Triggers turn CRM moments into actions: a reply creates a task, a bounce updates the stage, a hot signal pings Slack.

See automation
02

Sequence the outreach

Pipedrive persons flow into multichannel sequences with research in every step, and every touch logs back.

See sequences
03

Prospect anywhere

The same extension that lives in Pipedrive finds verified emails and mobile numbers on any LinkedIn profile.

Get the extension
FAQ

Pipedrive integration with Salesgear, answered

What syncs between Pipedrive and Salesgear?

Persons, deals, activities, companies, notes, and tasks sync two ways, with a direction you set per field. Custom person fields map alongside the standard ones, including enumerated options.

Does the sync know about my deal stages?

Yes, and that is the Pipedrive-specific advantage: deal stages are tracked on the synced contact, so outreach can respect where the deal actually is. A person in a live deal is not a cold prospect, and now your outreach tool knows it too.

How do activities show up in Pipedrive?

As activities and notes on the person: calls, tasks, and notes log automatically, so the deal history stays complete without a rep transcribing their day into Pipedrive.

Can I add Pipedrive persons to a sequence directly?

Two ways. Inside Salesgear, add-to-sequence runs as a built-in job for synced persons, single or bulk. And with the Chrome extension, the Salesgear button appears on Pipedrive pages, so your team selects persons and picks a sequence without leaving Pipedrive.

How are duplicates and overwrites handled?

Duplicates are detected by email on every sync and counted in the log. Imported values only fill fields that are empty in Salesgear, so nothing your team maintains gets clobbered.

How often does it sync?

Polling from every 10 minutes to every 30 days, using Pipedrive's recents endpoint so only changed records move, plus Sync Now for on-demand runs with an email when they finish.

Connect Pipedrive and keep the deal in view

OAuth in, map your fields, and watch persons, stages, and activities stay in step on both sides. Free account, no credit card.

Get started for free