Pipedrive

Connect Pipedrive and Random works from your deals, people and organisations. Every change it makes in Pipedrive waits for your OK.

What it reads

Your deals, people and organisations, with your pipeline stages, so People and companies, Pipeline and Chat work from your real records.

What it may write

Only when you ask, and only after you approve the card:

• A change to a person or an organisation.
• A new deal, or a change to a deal.
• A deal moved to another stage.
• One field you edit in People or Pipeline.

Random does not delete records in Pipedrive.

Connect and disconnect

1. Open Connections

   The workspace owner opens Connections and chooses Pipedrive.

2. Sign in with Pipedrive

   A window opens. Sign in there and approve the access.

HubSpot, Pipedrive and Attio work one at a time. If another of them is connected, the button reads Switch to Pipedrive: the other CRM is disconnected, its records stay there, and your Random records stay unchanged. To stop, the owner presses Disconnect on the Pipedrive card. Your records stay in Pipedrive and no longer appear in Random.

Where your data is

Your Pipedrive data stays with Pipedrive, in the EU or the US depending on your account's region, under your own contract with Pipedrive. What Random keeps is stored in the EU. See the sub-processor register.