Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Keap or Pipedrive leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Keap and Pipedrive, one set of customers
For teams that run part of their sales in Keap and part in Pipedrive, or move from one to the other. Contacts stay the same both ways, and opportunities and deals travel in the direction you pick, so nobody retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, deals the way you pick
- Contacts
- Opportunities and deals
At a glance. Contacts stay the same on both sides, and opportunities and deals travel in the direction you pick. 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
One system feeds the other. Pick Keap or Pipedrive as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads only, when Pipedrive sendsOnly Keap contacts with a tag you pickOnly opportunities and deals above an amount you pickEvery 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
- CompanyWhen createdOrganization
- Email, first slotBoth waysEmail
- Phone, first slotBoth waysPhone
- Billing street, city and postal codeWhen createdPostal address, or the organization's
- State and countryWhen createdState and country
- TagsOnly in KeapNot in Pipedrive
It happens in Keap, then in Pipedrive
A new contact
Looked for in Pipedrive on the exact email before a person is created.
Name, email or phone changes
The same change is made to the Pipedrive person on the next sync.
A phone is emptied
Not carried: Pipedrive keeps the phone it has.
The company changes later
Not carried: the company reaches Pipedrive when the person is created.
The address changes later
Not carried: a sync never writes an address into Pipedrive.
- Before anything is created the other system is searched first, so nobody 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 Keap and Pipedrive 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 Keap or Pipedrive 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 first name of the same contact is changed in both systems
Leading system
KateKatherineTwo 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 Keap or Pipedrive on its own is on its own page.
- Deals go one way
Pick the system where they are worked as the source; the other follows it. Contacts can run both ways.
FAQ
Questions about Keap and Pipedrive?
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.
Contacts, yes: they sync in both directions and you choose which system leads. Opportunities and deals travel one way, in the direction you pick.
No. One already lost before its first sync is not created. An open one follows to won or lost when it closes, and a closed one is never reopened.
Contacts and tags do. Everything about opportunities needs Keap Max Classic, because Keap opens opportunities to other apps only on that edition. On Keap Pro and Max the opportunity rows stay empty and contacts keep syncing.
It is linked when the contact is created, to a Keap company of exactly that name or a new one, and a sync never renames or switches it afterwards.
No. Before anything is created in Keap or Pipedrive, 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.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between Keap and Pipedrive?”
ChatGPT
Claude
Get started
Ready to connect Keap and Pipedrive?Start your 7 day free trial
Sign in to Keap and Pipedrive, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.