guides

Pipedrive

Validation pending

Production setup or live validation is incomplete. Contact us before using these setup instructions.

The adapter is implemented. Production OAuth configuration and a successful live connection still need validation.

Deals and activities

The adapter fetches selected fields from individual Deals and Activities, replaces each source ID with a stable hash, retains that filtered record state, and derives daily totals. It does not fetch contact names or provide a contact-level sales timeline.

Setup

A Pipedrive OAuth app must register SyncingBeam's callback and grant read access to Deals and Activities. Pipedrive app settings control those permissions; SyncingBeam's authorization URL does not send a scope parameter. Production setup and live validation remain pending.

Current limits

A live account connection, token refresh, and permission-loss handling still need validation before production use.

Aggregate comparisons describe activity over time. They do not establish which marketing touchpoint caused a deal.