Set up live sync with Pipedrive

Pipedrive live sync replaces the manual filtered-CSV export step with a continuous background pull from your Pipedrive account, so closed-lost deals show up in Thawly automatically.

What live sync does#

• Thawly watches your Pipedrive for new and updated closed-lost deals (status = lost) across every pipeline you give it access to.
• Lost deals you mark in Pipedrive appear in Thawly automatically — no re-filtering, no CSV step.
• Re-engagement signals fire when one of your monitored companies' UK public-data triggers lines up with a closed-lost deal in your Pipedrive.

What data Thawly reads#

Read-only on deals + users; write only when you opt in to activity write-back. The Pipedrive OAuth consent screen will show the following scopes:

• deals:read — pull deals, stages, values, expected/actual close dates, and lost_reason text.
• users:read — read pipeline + user metadata so the import filter shows the right stages and owners.
• notes:read — pull the most recent note attached to each deal so Thawly's AI has post-mortem context (call summaries, "tried Q3 still no budget", etc.).
• notes:write — used only if you opt in to the activity write-back feature (default off). When on, Thawly creates a single timestamped note on the Pipedrive deal each time it surfaces a re-engagement signal.

Thawly never sees contact-level personal data — no email addresses, no phone numbers, no contact names. Only company-level deal context.

What Thawly never does#

• Never writes back to your Pipedrive account unless you explicitly opt in to the optional activity write-back feature (default off).
• Never deletes records.
• Never reads contacts, leads, organisations beyond name/website, or any module beyond deals + notes.
• Never modifies stages, owners, values, or expected close dates.

Set up#

Pipedrive live sync requires an active Pipedrive subscription on Thawly's side — get in touch and we'll quote setup.

Request access →

In the meantime, the manual import path works today —

Open migration guide →

The manual route uses your team's Pipedrive seat to filter to the closed-lost pipeline, export the CSV, and drop it into Thawly. It takes about 10 minutes and gives you the same signal coverage as the live OAuth sync — the only difference is that you'll need to re-run the export periodically as new deals close.

After setup#

Once live sync is enabled for your account:

• Sync runs every 15 minutes in the background.
• See sync status, last-sync time, and total deals imported on the integrations page.
• Disconnect any time from Settings → Integrations — revokes the OAuth token and stops all future syncs. Already-imported deals stay in Thawly.
• If the token is revoked from Pipedrive's side, the card flips to a red "Reconnect" state. Sync resumes the moment you reconnect.