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Accounting and finance ⇄ CRM

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

Keep Navan 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.

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

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Why teams connect Navan and Pipedrive

Sync customers, invoices, and payment status between Navan and Pipedrive in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Pipedrive knows the relationship: who the contacts are and what is in motion with the account. Navan knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Repayments, Fees, and Adjustments, Users, Card Transactions, Connect Transactions in Navan to Persons, Organizations, Activities, MailThreads in Pipedrive with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 02 Sync Card Transactions and Manual Transactions into Postgres or a warehouse so finance analyzes corporate spend in SQL without manual CSV exports.
  • 03 Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
  • 04 Consolidate multiple Pipedrive accounts into one reporting database.

Common sync patterns

Where Pipedrive tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Navan appears on the account in Pipedrive, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Pipedrive, Navan gets the update before the next invoice goes out.

What you can sync between Navan 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.

Navan objects Pipedrive objects How this pairing syncs
Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. CallLogs Synced with incremental and full sync per the Stacksync docs. Custom Fields is specific to Navan and CallLogs to Pipedrive — each maps to any object or custom field on the other side.
Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Files Synced with incremental and full sync per the Stacksync docs. Receipts is specific to Navan and Files to Pipedrive — each maps to any object or custom field on the other side.
Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Goals Synced with incremental and full sync per the Stacksync docs. Repayments, Fees, and Adjustments is specific to Navan and Goals to Pipedrive — each maps to any object or custom field on the other side.
Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. Users is specific to Navan and Leads to Pipedrive — each maps to any object or custom field on the other side.
Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Notes Free-form context on deals, persons, and organizations; usually read-only. Card Transactions is specific to Navan and Notes to Pipedrive — each maps to any object or custom field on the other side.
Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Pipelines Synced with incremental and full sync per the Stacksync docs. Connect Transactions is specific to Navan and Pipelines to Pipedrive — each maps to any object or custom field on the other side.

How changes propagate between Navan and Pipedrive

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Navan Pipedrive Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense events.

DeliveryEach detected change is written to Pipedrive through its API, with automatic retries and rate-limit backoff.

Pipedrive Navan Sub-second propagation

DetectionPipedrive notifies Stacksync of record changes through webhook events. Webhooks on per-object create, update, and delete events, with polling on update timestamps.

DeliveryEach detected change is written to Navan through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
  • Pipedrive: Request budgets vary by plan and authentication method.
What ships with Navan ⇄ Pipedrive

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Navan 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 Navan or Pipedrive record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Navan and Pipedrive connectors work

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.

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

    Choose tables

    Pick the Navan 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 · Navan ⇄ 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
    Navan Pipedrive
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Navan and Pipedrive integration FAQ

SECURITY

Security teams trust 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.

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ISO 27001
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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 518 integrations available for Navan and Pipedrive.

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