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# How to connect Pipedrive with Crisp

__Learn how to connect Pipedrive to Crisp so contacts, deals, and activities can be managed from customer conversations.__

The ****Pipedrive**** plugin synchronizes contacts between Pipedrive and Crisp, displays deals and activities linked to a person, and lets your team create or update deals directly from Crisp.

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# Connect the Pipedrive plugin

#### Install the plugin in Crisp

1. Go to [**Crisp**](https://app.crisp.chat).
2. Open ****Plugins → Pipedrive****.
3. Search for ****Pipedrive**** and open the plugin.

![Search for the Pipedrive plugin in Crisp](https://storage.crisp.chat/users/helpdesk/website/-/a/8/9/8/a8980d723afed000/eacefadf-e751-4972-a5d8-5aae79_1npks6m.png)

#### Authorize Crisp from Pipedrive

1. Click ****Access Pipedrive Marketplace****, or open the [Crisp app on the Pipedrive Marketplace](https://www.pipedrive.com/en/marketplace/app/crisp/4beca9ece1d141e0).

![Access the Pipedrive Marketplace from Crisp](https://storage.crisp.chat/users/helpdesk/website/-/4/2/b/d/42bdebd2d6896c00/abe99eac-d70f-4b02-a31f-d4176a_ofc852.png)

2. In the Pipedrive Marketplace, click ****Install Now****.
3. Click ****Allow and Install**** on the following page.
4. When redirected to Crisp, click ****Continue****.
5. Select the Crisp workspace to link with Pipedrive.

Your Pipedrive workspace is now connected to Crisp.

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# How the Pipedrive plugin works

#### Contact synchronization

Contact synchronization is two-way by default. When a contact is created or updated in Crisp, the contact can be added or updated in Pipedrive. The same applies when a contact is created or updated in Pipedrive.

If you only want one-way synchronization, go to ****Plugins → Pipedrive → Settings**** and enable or disable the synchronization direction you need.

If you prefer manual synchronization from Crisp, disable ****Automatically Sync Crisp Contacts****. Then, open the Pipedrive widget in a conversation and click ****Sync Person To Pipedrive**** when you want to add that person.

![Sync a Crisp contact to Pipedrive](https://storage.crisp.chat/users/helpdesk/website/-/c/d/8/1/cd81345e464f9800/cd0a059a-e662-4c3c-a9a7-dd2b5b_r23b17.png)

| Contacts created in Crisp from Pipedrive receive the `` `pipedrive` `` segment so your team can identify their origin.

#### Import previous contacts from Pipedrive

If you want older Pipedrive contacts to exist in Crisp, export them from Pipedrive as a CSV and import the file into Crisp.

![Export contacts from Pipedrive](https://storage.crisp.chat/users/helpdesk/website/-/3/a/8/9/3a89e40af8dc5600/19d94336-96cf-4391-a672-96af07_1lcscxg.png)

![Import a Pipedrive CSV into Crisp](https://storage.crisp.chat/users/helpdesk/website/-/8/7/8/1/87811d4140ab600/affcff85-7d9d-4490-9c8f-d007e9_1jk2dq1.png)

| Learn more in [How to import my user data](https://help.crisp.chat/en/article/how-to-import-my-user-data-dcukz8/).

#### Create deals from Crisp

The Pipedrive widget lets operators create a deal without leaving Crisp. Open the widget from the conversation sidebar, click ****Create a Deal****, and fill in the modal.

![Create a Pipedrive deal from Crisp](https://storage.crisp.chat/users/helpdesk/website/-/d/a/4/6/da4606fb70f56800/9d4c9275-75b2-48d8-b67a-47ec87_g0gbbo.png)

#### View customer deals in Crisp

The Pipedrive widget displays deals associated with the contact, including open, won, and lost deals. If a contact has several deals, they are displayed in the widget. You can also configure the widget to show only open deals from the plugin preferences.

![Pipedrive deals displayed in Crisp](https://storage.crisp.chat/users/helpdesk/website/-/1/5/9/0/1590226cbb9e4800/87302994-9b1c-4791-b13f-ea9161_7flajv.png)

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# Modify Pipedrive settings

When the Pipedrive integration is first enabled, the default options are active. You can adjust the behavior from the plugin settings.

1. Go to [**Crisp**](https://app.crisp.chat).
2. Open ****Plugins → Pipedrive → Settings****.
3. Enable or disable the options that match your internal workflow.
4. Save your changes.

![Configure Pipedrive plugin settings](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/pdsettings_12zacms.png)

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# Frequently Asked Questions

__Still have questions which were not covered in this article? Here is a collection of the most frequently asked questions on this topic.__

###### Can I attach a conversation to a person instead of a deal?

Yes. Open the Pipedrive widget, go to ****View Activities****, then click ****Add conversation to person****.

![Attach a Crisp conversation to a Pipedrive person](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/widget-small-three-stages_wnq7jl.png)