Real-time
Two-way sync
Changes in Pipedrive or Salesmate instantly reflect in both systems. No stale data, no manual imports.
CRM
Pipedrive to Salesmate integration — real-time, two-way sync
Keep Pipedrive and Salesmate 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 Fivetran
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Migrated from Celigo
Why teams connect Pipedrive and Salesmate
Run Pipedrive and Salesmate 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 MailMessages, CallLogs, Files, Goals in Pipedrive with Activities, Pipelines and Stages, Products, Notes in Salesmate 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
- 01 Sync deals, persons, and organizations to a database for reporting beyond the built-in Insights views.
- 02 Write enrichment or product usage data into Pipedrive custom fields so reps prioritize with live signals.
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
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.
Divisional or regional split
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Where both track pipeline: deal visibility across systems
Deal stage and value on shared accounts stay visible from either CRM.
What you can sync between Pipedrive and Salesmate
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 | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Calls, meetings, and tasks; read out for rep activity reporting. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Notes Free-form context on deals, persons, and organizations; usually read-only. | Notes Free-text records synced for context in support or success tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| MailThreads Synced with incremental and full sync per the Stacksync docs. | Users Team member records used for ownership mapping. | MailThreads is specific to Pipedrive and Users to Salesmate — each maps to any object or custom field on the other side. | |
| MailMessages Synced with incremental and full sync per the Stacksync docs. | Contacts Person records synced with marketing tools and enrichment databases. | MailMessages is specific to Pipedrive and Contacts to Salesmate — each maps to any object or custom field on the other side. | |
| CallLogs Synced with incremental and full sync per the Stacksync docs. | Companies Organization records linked to contacts and deals. | CallLogs is specific to Pipedrive and Companies to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Pipedrive and Salesmate
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 Salesmate 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 Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Pipedrive Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
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.
- Salesmate: Subject to the platform's API rate limits.
What ships with Pipedrive ⇄ Salesmate
Connect Pipedrive and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Pipedrive–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Pipedrive or Salesmate 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 Salesmate record.
Observability
Monitoring
Track your Pipedrive ⇄ Salesmate 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 Salesmate.
How the Pipedrive and Salesmate 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.
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Pipedrive to Salesmate — 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.
- 01
Connect your apps
Authenticate Pipedrive and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pipedrive
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Pipedrive and Salesmate 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.
objects · Pipedrive ⇄ SalesmateCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Pipedrive SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Pipedrive and Salesmate integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Pipedrive and Salesmate: authenticate both systems, choose the objects to sync (such as Pipedrive's Deals and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Pipedrive: 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). Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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Pipedrive: Webhooks can subscribe to create, update, and delete events per object type, supporting event-driven sync. Salesmate: It exposes a REST API and automation-driven webhooks; exact endpoints and limits are subject to the platform's current API documentation. Stacksync's field mapping accounts for these differences between Pipedrive and Salesmate without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Pipedrive and Salesmate records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Pipedrive and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Pipedrive–Salesmate integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Pipedrive and Salesmate. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:
Related integrations
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