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CRM ⇄ Database

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

Keep Pipedrive and Reltio 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 Pipedrive and Reltio

Treat Pipedrive like part of your database: its records live in Reltio as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Reltio, where it can be queried and joined like everything else.

Stacksync mirrors Persons, Organizations, Activities, MailThreads from Pipedrive into Activity Log, Data Change Requests (DCR), Reference Data (RDM), Entities in Reltio with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Pipedrive with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • 01 Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
  • 02 Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
  • 03 Feed Interactions (transactions, visits, events) into Reltio to enrich entity profiles, then read them back for 360-degree reporting.
  • 04 Mirror the Reltio Activity Log and change history into a database for audit, lineage, and governance reporting.

Common sync patterns

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Pipedrive API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Pipedrive arrive as row changes in Reltio, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Pipedrive become tables in Reltio you can join with application data directly.

What you can sync between Pipedrive and Reltio

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.

Pipedrive objects Reltio objects How this pairing syncs
MailMessages Synced with incremental and full sync per the Stacksync docs. Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. MailMessages is specific to Pipedrive and Entities to Reltio — each maps to any object or custom field on the other side.
CallLogs Synced with incremental and full sync per the Stacksync docs. Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. CallLogs is specific to Pipedrive and Relations to Reltio — each maps to any object or custom field on the other side.
Files Synced with incremental and full sync per the Stacksync docs. Crosswalks Per-entity references to the source systems and their record IDs; written when loading records so Reltio ties each source contribution to a golden record, and read to trace lineage back to origin systems. Files is specific to Pipedrive and Crosswalks to Reltio — each maps to any object or custom field on the other side.
Goals Synced with incremental and full sync per the Stacksync docs. Interactions Transactional or event records linked to entities (purchases, visits, activities); read and written via /interactions to enrich profiles and power 360-degree reporting. Goals is specific to Pipedrive and Interactions to Reltio — each maps to any object or custom field on the other side.
Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. Leads is specific to Pipedrive and Matches (Potential Matches) to Reltio — each maps to any object or custom field on the other side.
Notes Free-form context on deals, persons, and organizations; usually read-only. Activity Log Immutable audit trail of changes to entities and relations via /activities; read-only, used for history, lineage, and compliance reporting. Notes is specific to Pipedrive and Activity Log to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Pipedrive and Reltio

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.

Pipedrive Reltio 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 Reltio through its API, with automatic retries and rate-limit backoff.

Reltio Pipedrive Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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

Rate-limit considerations

  • Pipedrive: Request budgets vary by plan and authentication method.
  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Pipedrive ⇄ Reltio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pipedrive or Reltio 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 Pipedrive or Reltio record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Pipedrive and Reltio connectors work

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

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

How to connect Pipedrive to Reltio — 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 Pipedrive and Reltio 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
    Pipedrive connected
    Reltio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Pipedrive and Reltio 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.

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 448 integrations available for Pipedrive and Reltio.

Popular · 5 of 448
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