> ## Documentation Index
> Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Connect Pipedrive to Windmill to sync deals, contacts, and pipeline activity so revenue context appears in recaps, 1:1 prep, and performance review summaries.

## Benefits of Connecting Pipedrive to Windmill

Connecting Pipedrive to Windmill brings deal activity and customer relationship work into performance conversations — ensuring sales contributions are recognized without manual reporting.

* Automatically captures deal progress, contact engagement, and activity completion
* Eliminates manual note aggregation for performance reviews and promotion cycles
* Ensures reps get credit for the relationship-building work that happens day to day
* Helps managers coach more effectively using real pipeline and customer context
* Makes performance evaluations more objective and grounded in measurable outcomes

Windmill turns ongoing Pipedrive activity into structured insight for coaching, development, and recognition.

## Connected Data

When connected, Windmill securely reads *high-signal* deal and activity data from Pipedrive:

| Data Type                               | How Windmill Uses It                                   |
| --------------------------------------- | ------------------------------------------------------ |
| Deals, stages, and pipeline progression | Shows momentum, conversion patterns, and deal strategy |
| Activities (calls, meetings, tasks)     | Highlights engagement, follow-through, and consistency |
| Contact and organization ownership      | Attributes customer work to the correct employee       |
| Notes tied to deals                     | Adds qualitative coaching context to 1:1s and reviews  |
| Deal field changes and history          | Surfaces how deals progress and who drives key updates |

> Windmill syncs **only the fields required** to provide performance context — *not your entire CRM dataset.*

<Info>
  Learn more about [how Windmill syncs deals from Pipedrive](/data/deals).
</Info>

## Permissions

Windmill requests **read-only**, scoped access via Pipedrive OAuth.

| Permission                  | Purpose                                                                 |
| --------------------------- | ----------------------------------------------------------------------- |
| Deals (read only)           | To reflect pipeline progress and deal momentum in performance reviews   |
| Activities (read only)      | To show effort, engagement, and follow-through patterns                 |
| Contacts (read only)        | To map customer relationships to the correct employee profiles          |
| Read users data             | To attribute work to the right team members                             |
| See recent account activity | To detect updates and sync changes continuously                         |
| Webhooks (read only)        | To receive real-time notifications when data changes in Pipedrive       |
| **No write access**         | Windmill never modifies deals, notes, contacts, or records in Pipedrive |

> Windmill follows a **least-privilege access model** — we request only what's necessary for coaching and performance insight.

## FAQs

<AccordionGroup>
  <Accordion title="Does Windmill write anything back into Pipedrive?">
    No. The integration is strictly read-only.
  </Accordion>

  <Accordion title="How often does Windmill sync data?">
    Continuously. Updates appear in Windmill shortly after they occur in Pipedrive.
  </Accordion>

  <Accordion title="Is this integration secure?">
    Yes. All data is encrypted in transit and at rest. Windmill meets SOC 2 security standards and uses scoped OAuth tokens.
  </Accordion>

  <Accordion title="What if a rep changes roles or leaves?">
    Their historical contributions remain for context, but Windmill stops attributing new activity once they're archived.
  </Accordion>
</AccordionGroup>

***