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Pipedrive is connected from Integrations. You need to be an admin. The shared steps, including what is synced and how currency is converted, are on Integrations. You can also start from Pipedrive’s install flow. It returns you to Integrations and opens the connection.
1

Start the connection

On the Pipedrive card, click Connect.
2

Authorize Pipedrive

Sign in to the Pipedrive company Driven should read and grant the requested access.
3

Wait for the first sync

The card shows Connected. The first sync imports users, pipelines, stages, deal fields and deals. Later syncs run about once an hour and pick up changes.
Each deal keeps its Pipedrive currency. Conversion into the plan currency follows the rule on Integrations: the CRM rate when it converts into your company’s reporting currency, and a reference market rate otherwise. If the card shows Missing permissions, click Reconnect. Disconnect stops the sync and keeps payouts and history.
Last modified on October 27, 2026