What is Pipedrive Integration?
Pipedrive integration connects your sales CRM data to Flyweel, enabling you to analyze advertising performance alongside sales pipeline metrics. See how your ad spend translates into deals and revenue.
Read-Only Access: Flyweel only requests read permissions. We cannot modify your deals, contacts, or pipeline settings.
Prerequisites
Before connecting Pipedrive to Flyweel, ensure you have:
- A Pipedrive account with admin access
- Active deals and pipeline data
- API access permissions in Pipedrive
How Do I Connect Pipedrive to Flyweel?
Connecting Pipedrive takes under 5 minutes using OAuth authentication.
Navigate to Integrations
Go to Settings > Integrations in your Flyweel dashboard
Start Pipedrive Connection
Click the Connect Pipedrive button to begin the OAuth flow
Authorize in Pipedrive
You will be redirected to Pipedrive’s authorization page:
- Log in with your Pipedrive account
- Review Flyweel’s permission requests
- Grant access to read your CRM data
Configure Settings
After authorization, configure which data to sync
Save and Sync
Click Save & Refresh to begin data synchronization
What Data Does Flyweel Import?
Flyweel imports key CRM data from Pipedrive:
Deals and Pipeline
- Deal names, values, and stages
- Pipeline structure and stages
- Win/loss status and dates
- Deal activities and notes
Contacts and Organizations
- Contact names and details
- Organization information
- Contact ownership
Revenue Metrics
- Deal values by stage
- Won revenue over time
- Pipeline value projections
What Flyweel Cannot Access
For your security, Flyweel cannot:
- Create or modify deals
- Edit contact information
- Change pipeline settings
- Delete any records
- Access billing information
Understanding the Integration
Advertising to Sales Attribution
With Pipedrive connected, you can:
- Track lead sources: See which ad campaigns generate the most leads
- Measure deal value: Compare ad spend to closed deal revenue
- Analyze pipeline health: Understand how advertising impacts your sales funnel
- Calculate true ROI: Go beyond click metrics to actual revenue
Data Synchronization
- Initial Sync: Imports historical data from your Pipedrive account
- Ongoing Sync: Updates every 4 hours
- Real-time Dashboard: Key metrics update throughout the day
Best Practices
Optimizing Your Integration
- Use consistent naming: Match campaign names to deal sources for easier attribution
- Track lead sources: Use Pipedrive’s lead source field to identify ad-generated leads
- Review regularly: Check attribution data weekly to optimize campaigns
- Connect advertising: Link Google Ads and Meta Ads for complete funnel visibility
Attribution Tip: Tag deals with their source campaign in Pipedrive to enable accurate advertising attribution in Flyweel.
Troubleshooting Common Issues
Authentication Failures
If you cannot connect:
- Verify you are using the correct Pipedrive account
- Check that you have admin access
- Clear browser cache and try reconnecting
- Ensure popups are not blocked
Missing Data
If data does not appear:
- Verify you have deals in your Pipedrive account
- Check that the sync has completed (allow up to 30 minutes for initial sync)
- Ensure your Pipedrive account is active
- Contact support if issues persist
Sync Delays
If data is not updating:
- Check the last sync time in your dashboard
- Verify your Pipedrive account is accessible
- Large accounts may take longer to sync
- Contact support if sync exceeds expected timeframe
Disconnecting Pipedrive
To disconnect Pipedrive from Flyweel:
- Navigate to Settings > Integrations
- Find Pipedrive in your connected accounts
- Click Disconnect
- Confirm the disconnection
Data Retention: Historical data remains in Flyweel after disconnecting. Only new data synchronization stops.
Frequently Asked Questions
How do I connect Pipedrive to Flyweel?
Navigate to Settings > Integrations in Flyweel, click Connect Pipedrive, and complete the OAuth authorization. The process takes under 5 minutes.
What permissions does Flyweel require?
Flyweel only requests read-only access to view deals, contacts, and pipeline data. We cannot modify your CRM records.
How often does data sync from Pipedrive?
Data syncs every 4 hours. Key metrics update throughout the day in your dashboard.
Can I see which ads generated specific deals?
Yes. With proper attribution tagging in Pipedrive, you can trace deals back to the advertising campaigns that generated them.
Is Pipedrive integration available on free plans?
Yes. Pipedrive integration is available on all Flyweel plans including the free tier.
What happens if I disconnect Pipedrive?
Disconnecting stops future data synchronization. Your historical data remains in Flyweel for reporting and analysis.
Next Steps
Once Pipedrive is connected:
- Connect Advertising Platforms: Add Google Ads and Meta Ads for complete funnel visibility
- Explore Reports: Use Reports & Analytics to track advertising to sales attribution
- Use AI Agent: Ask the AI Agent to analyze your sales pipeline performance
Need Help? Contact our support team at team@flyweel.co for assistance with Pipedrive integration.
