> ## Documentation Index
> Fetch the complete documentation index at: https://docs.samsearch.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive Setup

> Sync pursuits and companies between SamSearch and Pipedrive

<Tip>
  Connect Pipedrive to automatically sync your pursuits as Deals and your companies as Organizations — no manual data entry between SamSearch and your CRM.
</Tip>

<Warning>
  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.
</Warning>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/pipedrive-integration-card.png" alt="Pipedrive integration card in Account > Integrations showing the Connect Pipedrive button" style={{ maxWidth: '100%', height: 'auto' }} />
</Frame>

## 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

***

## Part 1 — Connect Pipedrive

<Steps>
  <Step title="Open Integrations">
    In the left sidebar, scroll to **Account** and click **Integrations**.
  </Step>

  <Step title="Find the Pipedrive card">
    Scroll to the **CRM** section. The **Pipedrive** card shows your current connection status.
  </Step>

  <Step title="Click Connect Pipedrive">
    Click **Connect** on the Pipedrive card.
  </Step>

  <Step title="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**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/samsearch/images/integrations/pipedrive-oauth-consent.png" alt="Pipedrive OAuth consent screen listing requested permissions and the Allow and install button" style={{ maxWidth: '100%', height: 'auto' }} />
    </Frame>
  </Step>

  <Step title="Confirm connected status">
    The popup closes and the Pipedrive card now shows **Connected**, along with your Pipedrive company name.
  </Step>
</Steps>

***

## 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](mailto:support@samsearch.co) with your SamSearch account email and your Pipedrive company name.