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

# Pipedrive

> Sync captured leads and meeting summaries into Pipedrive.

## What syncs

| Tap | Pipedrive |
| - | - |
| Captured lead | **Person**, and a **Lead** in your Leads Inbox |
| Meeting summary and action items | Activity on the person |
| Capturing member | Owner |

<Note>
  Pipedrive separates the human from the opportunity. Tap creates the Person record and a Lead pointing at it, so captured contacts land in your Leads Inbox ready to be converted into Deals rather than cluttering your pipeline.
</Note>

## Connect

<Frame caption="Find it under Integrations in Tap Teams">
  ![The Integrations screen in Tap Teams showing each available connector and its connection status.](https://cdn.gettap.co/docs/images/screens/teams-integrations.png)
</Frame>

<Steps>
  <Step title="Start the connection">
    In Tap Teams, go to **Integrations → Pipedrive → Connect**.
  </Step>

  <Step title="Approve access">
    Sign in to Pipedrive and approve access to persons, leads, and activities.
  </Step>

  <Step title="Map your fields">
    See [Field mapping](/en/integrations/field-mapping).
  </Step>
</Steps>

## Custom fields

Create the field in Pipedrive first: **Settings → Data fields → Person → Add custom field**. Then map it in Tap.

Pipedrive custom fields have internal keys rather than readable names. Tap shows you the readable label, so map by label and don't worry about the key.

## Notes specific to Pipedrive

<AccordionGroup>
  <Accordion title="Leads land in the Leads Inbox, not the pipeline" icon="inbox">
    A captured lead does **not** appear as a Deal in a pipeline stage. Open the Leads Inbox to find it. Reps who only ever look at the pipeline will conclude nothing synced.
  </Accordion>

  <Accordion title="Duplicate people are matched by email" icon="at">
    A capture whose email already exists updates that Person. Captures without an email always create a new record.
  </Accordion>

  <Accordion title="Owner assignment needs matching emails" icon="user-check">
    Tap matches the capturing member's Tap email to a Pipedrive user's email.
  </Accordion>
</AccordionGroup>

<Card title="Not arriving?" icon="wrench" href="/en/integrations/troubleshooting">
  Work through the troubleshooting guide.
</Card>


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