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CRM

Close to Pipedrive integration — real-time, two-way sync

Keep Close and Pipedrive in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Close and Pipedrive

Run Close and Pipedrive side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Leads, Contacts, Opportunities, Activities in Close with CallLogs, Files, Goals, Leads in Pipedrive in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
  • Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

What you can sync between Close and Pipedrive

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Close objects Pipedrive objects
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Persons Contact records; synced with marketing tools and enriched from external data.
Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. Organizations Company records linked to persons and deals; matched to billing customers.
Users Sales reps referenced as owners on leads, opportunities, and activities. Activities Calls, meetings, and tasks; read out for rep activity reporting.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. MailThreads Synced with incremental and full sync per the Stacksync docs.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. MailMessages Synced with incremental and full sync per the Stacksync docs.
What ships with Close ⇄ Pipedrive

Connect Close and Pipedrive for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Pipedrive connection.

Real-time

Two-way sync

Changes in Close or Pipedrive instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Pipedrive data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Close or Pipedrive record.

Observability

Monitoring

Track your Close ⇄ Pipedrive sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Pipedrive.

How the Close and Pipedrive connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Pipedrive

Integration surface
REST API
Authentication
No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
Change detection
Webhooks on per-object create, update, and delete events, with polling on update timestamps
Capabilities
read · write · webhooks
Rate limits
Request budgets vary by plan and authentication method.
Pipedrive setup guide
How it works

How to connect Close to Pipedrive — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Close and Pipedrive with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Close connected
    Pipedrive connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Pipedrive objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Close ⇄ Pipedrive
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Close Pipedrive
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and Pipedrive integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and Pipedrive.

Popular · 8 of 386
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