How to connect Pipedrive to LinkedScope

Sumário
Sumário

Connect Pipedrive to LinkedScope to match your deals with LinkedIn Ads and see which accounts reached by your ads turned into pipeline, won or lost revenue. The integration is read-only: LinkedScope never creates, changes or deletes anything in Pipedrive.

  • Time: 5 minutes
  • Who can do it: LinkedScope account owner or admin
  • Method: OAuth authorization in Pipedrive
  • Access: Read-only

Before you start

  • Owner or admin access to the LinkedScope account, to see the Integrations tab.
  • A plan that includes CRM integration. If the card shows a Blocked button, your current plan does not include CRM. Check Settings > Subscription.
  • Your LinkedIn Ads account connected. Without it, LinkedScope has nothing to match your CRM data against.
  • A Pipedrive user with an admin profile. Regular users may not see every deal, and LinkedScope only reads what the connected user sees.

One CRM at a time
Each LinkedScope account connects to one CRM at a time. If another CRM is already connected, the Pipedrive button is disabled with the message “Disconnect the current CRM to connect a new account”.

Connect Pipedrive

  1. Open integrations
    In LinkedScope, click Settings in the sidebar and open the Integrations tab.CRM cards on the LinkedScope Integrations tab
  2. Click Connect account
    On the Pipedrive card, click Connect account. You will be taken to the Pipedrive login screen.Pipedrive card on the Integrations tab
  3. Log in to Pipedrive
    Sign in with the admin user and, if you have more than one company, choose the right one.
  4. Allow and install the app
    Review the permissions and click Allow and install.
  5. Confirm the connection
    Pipedrive sends you back to LinkedScope with the message Account connected successfully. The card now shows the Disconnect account button.

First sync
Right after connecting, LinkedScope starts importing deals from the last two years. This usually takes a few minutes, longer for CRMs with many records. You can keep using the platform in the meantime.

Configure after connecting

With the CRM connected, these options appear on the Integrations tab.

CRM options: deal name fallback, impression threshold and Sync CRM
Options shown when a CRM is connected
  • Pipelines selection: on the Pipedrive card, choose which pipelines are analyzed. By default all of them count, including ones created later. The selector only shows up when there is more than one.
  • Deal influence impression threshold: the minimum number of impressions a company must have received before the deal was created for it to count as influenced. The default is 7.
  • Deal name fallback matching: when the company domain and name in the CRM don’t match LinkedIn data, uses the deal name as a last resort.
  • Sync CRM: LinkedScope syncs automatically once a day. Use the button to force an update after big changes in the CRM.

To understand how LinkedScope links deals to companies, see CRM integrations: how they work.

What data LinkedScope reads

LinkedScope reads only what it needs to measure LinkedIn Ads influence, considering deals created or closed in the last two years:

DataWhat it is used for
DealsTitle, value, stage, pipeline, create and close dates, won/lost status and owner
OrganizationsName and website of each deal’s organization, for company-level attribution
Pipelines and stagesConfigured pipelines and stages, to classify pipeline and filter by pipeline
UsersName and email of deal owners

Credentials are stored encrypted and are never shown back on screen.

Where the data shows up

After the first sync, Pipedrive data feeds these areas:

  • Pipeline Impact: open, won and lost pipeline from companies reached by your ads, with the list of deals.
  • Reached Companies: which companies reached by your ads have deals in the CRM.
  • Target Accounts and Spark Prospects: engaged accounts that have not become deals yet, or that are already in progress.
LinkedScope Pipeline Impact screen (values hidden)
Pipeline Impact with CRM data

Limited permission alert

After every sync, LinkedScope checks whether the connected user can see every deal. If not, the card shows the pink Limited permission alert and every user in the account gets a notification.

In Pipedrive: The connected user is not an admin in Pipedrive and may not see every deal. Reconnect with an admin user. The alert flags a risk, not proof that data is missing.

Disconnect or switch CRM

  • In Settings > Integrations, click Disconnect account on the Pipedrive card.
  • CRM data stops showing in reports and syncs stop. Nothing is deleted in Pipedrive.
  • To switch CRMs, disconnect the current one and connect the new one. The pipelines selection is kept only if you reconnect the same Pipedrive account.

Uninstall the app in Pipedrive

  1. In Pipedrive, open Settings > Tools and apps > Marketplace apps.
  2. Find LinkedScope, click the three-dot menu and then Uninstall.

Uninstalling revokes LinkedScope’s access. Data in Pipedrive is not changed.

Frequently asked questions

I renamed my company in Pipedrive. Do I need to reconnect?

No. LinkedScope identifies your Pipedrive company by its internal ID, not by its name or domain. The connection and pipeline selection keep working.

How long until the data shows up?

The first sync starts right after connecting and usually takes a few minutes. CRMs with many records can take longer. After that, LinkedScope syncs once a day.

Can I connect two CRMs at the same time?

No. Each LinkedScope account uses one CRM at a time. To switch, disconnect the current one and connect the new one.

Does LinkedScope change anything in my CRM?

No. The integration is read-only.

Why aren’t some deals linked to LinkedIn companies?

LinkedScope needs to recognize each deal’s company. Keep the company name and website filled in the CRM. If matches are still missing, turn on deal name fallback matching in Settings > Integrations.

Can I limit the analysis to one business unit?

Yes. Select only that unit’s pipelines on the Pipedrive card. Deals from other pipelines stop counting in reports, with no new sync needed.

Need help?

Reach us at [email protected], through the Help menu inside LinkedScope or on our contact page.