Pipedrive Integration

The Pipedrive integration connects your CRM to Klime. Activities, notes, and email conversations from Pipedrive are imported into customer timelines, so you get the full picture of product usage alongside sales touchpoints.

What it does

Once connected, Klime pulls in your Pipedrive data and matches it to existing customers:

• Activities — Calls, meetings, and tasks logged in Pipedrive
• Notes — Notes attached to deals, people, or organizations
• Email conversations — Threads synced through Pipedrive's mail feature
• Deal context — Deal title, value, pipeline stage, and expected close date shown in the customer sidebar

Klime imports historical data on first connect and then keeps everything in sync through webhooks and scheduled syncs.

How matching works

Klime matches Pipedrive data to your existing customers automatically. It does not create new customers from CRM data. The matching priority is:

1. Saved links — If a Pipedrive organization was previously linked to a Klime customer, that link is reused
2. Email overlap — Matching based on shared email addresses between Pipedrive contacts and Klime users
3. Domain overlap — Matching based on website or email domains
4. Organization name — Exact name match when it resolves to a single Klime customer

If a match can't be found, the item is stored as "unmatched" and retried automatically as new customers appear in Klime through your analytics data.

Setup

A Pipedrive admin should connect the integration, since Klime can only see data that the connecting user has access to.

1. Go to Settings > Integrations and click Connect on Pipedrive
2. Authorize Klime in Pipedrive
3. The historical backfill starts automatically — you can close the page while it runs

The settings page shows sync progress. Activities and notes are imported first, followed by email threads.

Multi-user mail sync

The Pipedrive installation syncs organization-level data by default. For email conversations, each team member can connect their own Pipedrive mail separately:

1. Go to Settings > Integrations and expand the Pipedrive section
2. Click Connect my mail next to your name
3. Your email threads will start syncing

The settings page shows which team members are connected, syncing, or not yet linked.

Customer sidebar

When viewing a customer that's linked to a Pipedrive organization, the sidebar shows relevant CRM context:

• Active deal — Title, value, pipeline, stage, and status
• Lead — Shown as a fallback when no active deal exists
• View in Pipedrive — Direct links to open the entity in Pipedrive

Disconnecting

You can disconnect from Settings > Integrations > Pipedrive > Details. This revokes access and removes the webhook. You can also uninstall from within Pipedrive under Settings > App management.

Tips

• Install your analytics SDK first — If you're also using the Klime SDK or another analytics integration, set that up before connecting Pipedrive. This ensures your customers exist in Klime when the CRM sync runs, leading to better automatic matching.
• Reconnect when prompted — If your Pipedrive token expires, the settings page will show a "Reconnect needed" notice. Click it to re-authorize.