On this page
Send Prosyo prospects to Pipedrive as people, matched by email, with their company linked as an organization.
What syncs#
- New prospects become Pipedrive people, matched by email.
- The company name links the Pipedrive organization with that name, or creates it.
- Stage changes, enrichment and replies update the person.
Prospects without an email are skipped. Pipedrive matches on email, and Prosyo never invents one.
Your Pipedrive data is safe#
- Prosyo fills empty fields on a person who already exists. A value already in Pipedrive stays, unless you turn on Replace values already in Pipedrive.
- Prosyo never clears a Pipedrive field, and never changes the email a person was matched by.
- With Replace on, a new main phone number is added and the person's other numbers are kept.
- If Pipedrive is down for a while, updates are retried for hours and sent once it is back.
1. Connect Pipedrive#
You need to be a workspace owner or admin in Prosyo.
- Go to Integrations → Pipedrive and click Connect Pipedrive.
- Click Connect with Pipedrive.
- Pick your Pipedrive company and approve the app. Prosyo asks to read and write people and organizations, and to read your user so the connection can be checked.
- You land back on Integrations with Pipedrive connected.
Or use an API token#
- In Pipedrive, open your profile menu → Personal preferences → API and copy your personal API token.
- In Prosyo, click Connect Pipedrive, paste it under Or paste an API token, and click Save API token.
Prosyo stores tokens encrypted and never shows them again.
2. Map fields#
Under Field mapping, match each Prosyo field to a Pipedrive field. The default map is:
| Prosyo field | Pipedrive field |
|---|---|
| Full name | Name |
| First name | First name |
| Last name | Last name |
| Title | Job title |
| Phone | Phone |
| Company name | Organization |
You can also map LinkedIn URL, Website, Pipeline stage, First-touch line and any of your custom fields to your own Pipedrive person fields.
Turn on Replace values already in Pipedrive if you want Pipedrive to always match Prosyo. Leave it off to keep what your team typed in Pipedrive.
Click Save mapping.
3. Choose events#
Under Events, pick when Prosyo writes to Pipedrive. The defaults are:
- Prospect created
- Stage changed
- Prospect enriched
- Reply received
4. Test#
Click Test connection to check that Prosyo can reach your Pipedrive company. It does not create or change a person. Recent deliveries shows every sync and any error.
Troubleshooting#
| Problem | Fix |
|---|---|
| Needs attention with "Reconnect Pipedrive" | Access expired or the app was removed in Pipedrive. Click Reconnect Pipedrive. Your field map and events are kept. Pipedrive access also expires if nothing is sent for 60 days; reconnect the same way. |
| Person not created | The prospect has no email. |
| A Pipedrive field did not change | It already had a value. Turn on Replace values already in Pipedrive if Prosyo should overwrite it. |
| Field not in the list | Check that it is a person field in Pipedrive, then reopen the mapping. |
| Two organizations with similar names | Prosyo links an organization whose name matches exactly, otherwise it creates one. Rename or merge it in Pipedrive. |
Disconnect#
Click Disconnect on Integrations → Pipedrive. People already in Pipedrive stay there, but Prosyo forgets the field map and events. To fix a broken connection, use Reconnect Pipedrive instead. To fully revoke access, also uninstall Prosyo in Pipedrive's Tools and apps → Marketplace apps.
