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> Use this file to discover available pages before exploring further.
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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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# ${color}[#0080dd](Connect the Pipedrive plugin)

#### ${color}[#445055](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/87ae2703583ac800/image_1iyfiua.png =1000xauto)

#### ${color}[#445055](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/a4823be626ad8800/image_e5hom0.png =1000xauto)

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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# ${color}[#0080dd](How the Pipedrive plugin works)

#### ${color}[#445055](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/a4823be626ad8800/image_1qq9s1b.png =1000xauto)

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

#### ${color}[#445055](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/a4823be626ad8800/image_1cblky0.png =1000xauto)

![Import a Pipedrive CSV into Crisp](https://storage.crisp.chat/users/helpdesk/website/a4823be626ad8800/image_1qqv67i.png =1000xauto)

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

#### ${color}[#445055](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/a4823be626ad8800/image_1ty511d.png =1000xauto)

#### ${color}[#445055](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/a4823be626ad8800/image_290j2r.png =1000xauto)

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# ${color}[#0080dd](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 =1000xauto)

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# ${color}[#0080dd](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.*

###### ${color}[#F08820](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 =1000xauto)