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Connect Pipedrive to automatically sync your pursuits as Deals and your companies as Organizations — no manual data entry between SamSearch and your CRM.
You must have permission to authorize third-party apps in your Pipedrive account. If you’re not a Pipedrive admin, ask one to approve the connection.
Pipedrive integration card in Account > Integrations showing the Connect Pipedrive button

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What this integration does

  • Pursuits sync as Deals in Pipedrive
  • Companies sync as Organizations
  • Auto-syncs on pursuit save or status change
  • Deduplicates — won’t create duplicate deals

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Part 1 — Connect Pipedrive

1

Open Integrations

In the left sidebar, scroll to Account and click Integrations.
2

Find the Pipedrive card

Scroll to the CRM section. The Pipedrive card shows your current connection status.
3

Click Connect Pipedrive

Click Connect on the Pipedrive card.
4

Authenticate with Pipedrive

A popup opens asking you to log in to Pipedrive and authorize SamSearch. Choose the Pipedrive company account you want to connect, then click Allow and install.
Pipedrive OAuth consent screen listing requested permissions and the Allow and install button
5

Confirm connected status

The popup closes and the Pipedrive card now shows Connected, along with your Pipedrive company name.

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Troubleshooting

Deals aren’t showing up in Pipedrive
  • Confirm the integration status is Connected on the Integrations page.
  • Auto-sync fires on save or status change; editing unrelated fields won’t trigger a new sync.
  • Check that you connected the Pipedrive account that matches the pipeline you’re expecting deals in.
I’m seeing duplicate deals
  • SamSearch deduplicates based on the pursuit’s linked opportunity ID. If a deal was created manually in Pipedrive before connecting, it won’t automatically merge with the synced deal — merge it manually in Pipedrive.
The OAuth popup closes without connecting
  • Make sure pop-ups aren’t blocked for SamSearch in your browser.
  • Confirm you have permission to install apps in your Pipedrive account.
Still stuck? Contact support@samsearch.co with your SamSearch account email and your Pipedrive company name.