Pipedrive: setup and configuration

Connect an existing CRM for ongoing record sync. Portage is a separate guided migration with preview and rollback.

Open Settings > Workspace > Integrations > Pipedrive. Workspace settings permission is required to manage the connection.

Enabling push or two-way sync can write to the connected CRM. Review destination, mappings and push preflight first. Sync and Portage have different jobs and rollback controls. A Portage rollback is not a general undo for later outbound sync. Connection errors and paused sync need attention even if older imported records remain visible.