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You may need to adjust your Pipedrive user role or permissions.",[500,615,617],{"id":616},"data-synchronization","Data Synchronization",[505,619,620],{},"Data syncs between the platform and Pipedrive automatically every 2 hours.",[505,622,623],{},[516,624,625],{},"Imported Objects:",[505,627,628],{},"We import the following Pipedrive objects, automatically resolving relationships between them:",[630,631,632,638,644,650],"ul",{},[512,633,634,637],{},[516,635,636],{},"Person",": Syncs persons matched by meeting participant email addresses, including name, email, and phone number",[512,639,640,643],{},[516,641,642],{},"Organization",": Imports organizations associated with your synced persons",[512,645,646,649],{},[516,647,648],{},"Deal",": Imports open deals linked to your synced persons, including deal title, stage, and pipeline",[512,651,652,654],{},[516,653,558],{},": Imports notes attached to your synced persons and deals",[551,656,657],{"type":553},[505,658,659,661],{},[516,660,558],{},": Persons are imported based on meeting participant emails, so only persons relevant to your meetings are synced — not your entire Pipedrive database.",[500,663,665],{"id":664},"what-you-can-do-after-setup","What You Can Do After Setup",[505,667,668],{},"Once connected, EffiClose automatically enriches your Pipedrive CRM with meeting intelligence:",[630,670,671,677,683,689,695],{},[512,672,673,676],{},[516,674,675],{},"Person matching",": Meeting participants are automatically matched to existing Pipedrive persons by email. If no match is found, a new person can be created with name, email, and phone number.",[512,678,679,682],{},[516,680,681],{},"Meeting notes",": After each meeting, a summary note is created and attached to the relevant person. If the person has an open deal, the note is attached to the deal as well.",[512,684,685,688],{},[516,686,687],{},"Deal mapping",": EffiClose finds open deals linked to your meeting participants and attaches meeting notes directly to those deals for full context.",[512,690,691,694],{},[516,692,693],{},"Call logging",": Meetings are logged as Activities in Pipedrive with subject, duration, and a detailed description including summary, action items, and recording link (when available), associated to the participant person.",[512,696,697,700],{},[516,698,699],{},"Re-sync past meetings",": You can re-sync previously processed meetings to update Pipedrive with the latest data.",[551,702,703],{"type":553},[505,704,705,707],{},[516,706,558],{},": Pipedrive uses Persons instead of Contacts or Leads, and Activities instead of Tasks. All meeting participants are matched or created as Persons — call logging creates Activities, not Tasks.",[500,709,62],{"id":710},"troubleshooting",[505,712,713],{},[516,714,715],{},"Connection issues:",[630,717,718,721,724,727],{},[512,719,720],{},"Try disconnecting and reconnecting the integration",[512,722,723],{},"Ensure the Pipedrive account you used to authorize has API access enabled",[512,725,726],{},"Check that your Pipedrive account allows third-party OAuth connections",[512,728,729],{},"A refresh token keeps the connection active — you should not need to re-authorize periodically",[505,731,732],{},[516,733,734],{},"Sync errors:",[630,736,737,740,743],{},[512,738,739],{},"Disconnect and reconnect the integration",[512,741,742],{},"Verify the authorized account has proper permissions for the synced objects",[512,744,745],{},"Review error messages in the integration status page",[505,747,748],{},[516,749,750],{},"Permission issues:",[630,752,753,756,759],{},[512,754,755],{},"Ensure the authorized account has access to the required objects (Person, Organization, Deal, Activity, Note)",[512,757,758],{},"Check Pipedrive user roles and permission sets",[512,760,761],{},"If the setup wizard test record step fails, the account may be missing create permissions",{"title":763,"searchDepth":764,"depth":764,"links":765},"",2,[],"Pipedrive OAuth connection, Person/Organization/Deal sync, meeting notes and call logging.","md",{"date":769},"2026-03-30",true,{"title":176,"description":766},{"loc":177},"R6tXd2WVgE7bUmVtFHG0hihkv9ZTf5pOLj4_177Jmkk",[775,777],{"title":172,"path":173,"stem":174,"description":776,"children":-1},"HubSpot OAuth connection, Contact/Company/Deal/Task sync, meeting notes and call logging.",{"title":180,"path":181,"stem":182,"description":778,"children":-1},"Zoho CRM OAuth connection, Lead/Contact/Account/Deal sync, meeting notes and call logging.",1775034799361]