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Connect Pipedrive to ClosedLoop AI to see the customer accounts and deals behind product feedback from your other connected sources.

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Before you connect

  • You need permission to manage integrations in your ClosedLoop AI workspace.
  • Sign in to the Pipedrive account whose CRM records you want to share with your team. The records available to ClosedLoop AI follow that user’s Pipedrive visibility permissions.

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Connect Pipedrive

  1. In ClosedLoop AI, open Settings, Integrations and select Pipedrive.
  2. Select Connect Pipedrive.
  3. Sign in to Pipedrive, review the requested read permissions and approve access.
  4. Return to ClosedLoop AI. Your team now shares the connected Pipedrive account.
  5. Allow the scheduled sync to import your organizations, people and deals. A large account may need more time for its first import.
Connect once for your ClosedLoop AI team. Teammates do not need to authorize Pipedrive individually, and the connection returns to the same ClosedLoop AI region where you started.

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What ClosedLoop AI imports

  • Organizations: customer account records and their CRM fields.
  • People: contact details and their organization relationships, so feedback can be matched to the right customer.
  • Deals: deal status, stage, pipeline, currency and organization relationships, including archived deals.
The first sync reads the available CRM records. Scheduled syncs then pick up changes, normally every 15 minutes. Records no longer available in Pipedrive stop appearing as current CRM records after repeated complete sync checks; existing feedback and its history remain available. This connection adds CRM context to feedback from your other sources. It does not consume analysis credits or create product insights from CRM records alone. ClosedLoop AI never writes to Pipedrive. It does not import Pipedrive emails, notes, activities, files or call recordings. A deal’s value is not automatically treated as annual recurring revenue.

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Permissions

No write or administrator permissions are requested.

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See the CRM context

Open a customer profile to see its matched CRM account and deal context. Open in Pipedrive opens the organization in the connected Pipedrive account when a source link is available. If a customer has not matched, check that the customer’s contact details are present in Pipedrive and correspond to the feedback your team imported. Connecting a CRM does not create customer conversations; connect a feedback source as well.

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Manage the connection

A teammate with permission to manage integrations can:
  • Pause imports and resume them later.
  • Reconnect when access needs to be renewed. Authorize the same Pipedrive account.
  • Disconnect to stop imports and remove the saved credentials. ClosedLoop AI also revokes its Pipedrive access.
The connection stays tied to its original Pipedrive account after disconnecting. If your team needs to connect a different account, contact support so the existing data can be handled safely. If you uninstall ClosedLoop AI in Pipedrive, its authorization is removed and the connection stops importing. Previously imported CRM records and feedback are retained according to your workspace’s data controls.

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Support

Contact support@closedloop.sh if authorization fails, a sync needs attention or your team needs to change Pipedrive accounts.

Connect Pipedrive

Connect your team’s Pipedrive account to ClosedLoop AI.