Two way
HighLevel starts the integration and changes made in Pipedrive flow back into HighLevel as well.
- You pick whether HighLevel or Pipedrive leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
From HighLevel lead to Pipedrive deal
HighLevel captures leads and books calls, Pipedrive is where the sales team closes them. CRM Connector keeps contacts the same in both and brings HighLevel opportunities into Pipedrive as deals, so a lead handed to sales arrives complete.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Contacts both ways, opportunities into deals
- Contacts
- Opportunities into deals
At a glance. Contacts stay the same on both sides, and opportunities arrive in Pipedrive as deals. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds Pipedrive and Pipedrive changes stay in Pipedrive.
- HighLevel stays the source of truth
- Pipedrive always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationWhen createdBusiness name
- Primary emailBoth waysEmail
- Primary phoneBoth waysPhone
- Postal address, or the organization'sWhen createdAddress
- Won dealsEach works it outContact type
- LabelsOnly in PipedriveNot in HighLevel
It happens in Pipedrive, then in HighLevel
A new contact
Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found.
Name, email or phone changes
The same change is made to the HighLevel contact on the next sync.
The organization or address changes later
Not carried: the company name and address reach HighLevel when the contact is created.
A person without email or phone
Not written into HighLevel: it needs an email address or a phone number on every contact.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Pipedrive and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Pipedrive or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Pipedrive or HighLevel on its own is on its own page.
- HighLevel starts the integration
- It can only be the source; Pipedrive changes still flow back on two way, and Pipedrive's label filter does not apply.
FAQ
Questions about Pipedrive and HighLevel?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. HighLevel starts the integration, and on a two way route changes made in Pipedrive flow back into HighLevel.
Contacts both ways, and HighLevel opportunities one way into Pipedrive deals. Invoices and appointments are not offered between these two.
With a Private Integration Token you create in HighLevel under Settings, Private Integrations, plus your Location ID. Opportunities need View Opportunities on the token.
No. Before anything is created in Pipedrive or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Pipedrive and HighLevel?Start your 7 day free trial
Sign in to Pipedrive and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.