Connect Pipedrive

Connecting Pipedrive brings your accounts, deals, contacts, and win/loss outcomes into Playwise HQ and keeps them in sync both ways — so reps see live opportunities beside the right battlecard. This guide walks through the whole setup, screen by screen.

What you’ll do

1. Authorise Playwise HQ to access Pipedrive.
2. Let Playwise HQ auto-configure your field mappings.
3. Review and adjust four things: field mappings, reference data, users, and win/loss reasons.
4. Complete setup to switch sync on.

Set aside about 10–15 minutes. Nothing syncs until you complete setup, so you can leave and come back.

Before you start

• You need the Admin role in Playwise HQ.
• Be signed in to Pipedrive as someone who can authorise a third-party app.

1. Start the connection

1. In Playwise HQ, click the profile icon in the top-right of the header and choose Integrations.
2. On the Pipedrive card, click Connect.
3. On the Connect to Pipedrive screen, click the Connect to Pipedrive button. You’ll be sent to Pipedrive to sign in and grant access, then returned to Playwise HQ automatically.

2. Let Playwise HQ auto-configure

Playwise HQ now sets things up for you — discovering your Pipedrive fields, recommending field mappings, matching reference data, and matching users by email. This takes a few seconds and needs nothing from you. When it finishes, the Review Configuration screen opens.

3. Review your configuration

The Review screen has one card for each part of setup. Work down them — most are already done for you, so you’re mainly confirming and filling gaps.

Field mappings

This controls which Pipedrive field feeds each Playwise HQ field. The common fields are already mapped.

1. To check or change them, expand an entity row and click Edit all fields.
2. The editor has a tab per record type: Organization, Opportunity, Contact, and Win/Loss Record.
3. Each row links one Playwise HQ field to a Pipedrive field. Use the direction dropdown to choose Bidirectional, To Pipedrive, or From Pipedrive, and the Select external field dropdown to pick the Pipedrive field.
4. Auto-configured fields are read-only — you only fill in any unmapped fields you care about.
5. Click Save Mappings.

Reference data

Playwise HQ lines up your Pipedrive lists — Industries, Opportunity Stages, and Opportunity Types — with its own. Each has its own card showing whether it needs attention.

1. Click the card’s button (Review, Set up, or Reconfigure) to open the reconcile panel.
2. Playwise HQ imports the Pipedrive values and only asks you to resolve “orphans” — Playwise values still in use that didn’t match. Pick a replacement for each, then click Apply replacements.

Note: Opportunity Types live in a Pipedrive custom field, so that card first asks you to choose which field to use. If you don’t track deal types, you can skip it.

User mapping

This makes sure deal ownership syncs to the right person.

1. Click Edit on the User Mapping card.
2. Each row is a Playwise HQ user. Use the Select CRM user dropdown to link them to their Pipedrive user — anyone matched by email is already filled in.
3. Turn on the Fallback owner switch for whoever should own records whose owner can’t be matched (it defaults to you). Select that person’s CRM user first.
4. Click Save & Close.

Win/loss reasons

If you record why deals are won or lost in Pipedrive, Playwise HQ can pull that in.

1. On the Win/Loss Reasons card, turn on Do you capture win/loss reasons in Pipedrive?
2. Click Select Fields, tick each Pipedrive field that holds a reason, and set whether each is a Win, Loss, or Both.
3. Click Continue.

Prefer to leave this off? Playwise HQ will simply prompt your team to capture reasons when deals close.

4. Complete setup

When you’re happy, click Complete Setup.

• If anything essential is missing, Playwise HQ lists it under “issues that must be resolved” and keeps the button disabled until you fix them.
• Warnings don’t block you — you can complete setup with them showing.

Sync switches on at that point — from then on, changes in Pipedrive flow into Playwise HQ and changes in Playwise HQ flow back. Existing records come across as they are created or updated.

Good to know

• If the connection later shows an error, see Reconnecting a CRM integration.

Related

How CRM sync works

Reconnecting a CRM integration