Connect Zoho CRM or Pipedrive

Q: Do I lose my settings when I reconnect?

No. Reconnect only signs in again. Your sync settings, field mappings, user mapping, and deal configuration stay as they are.

Connect

Open Integrations in the sidebar (you need to be a Company Admin) and click Connect on the card.

Zoho CRM: click Connect with Zoho CRM and approve access in Zoho. Signalist asks for access to your CRM modules, settings, and users. Signalist connects to Zoho's EU data center.
Pipedrive: click Connect with Pipedrive and approve access in Pipedrive. Signalist asks for access to contacts, deals, leads, users, and activities. Your Pipedrive company domain is filled in automatically.

After connecting, the card shows Manage. The CRM's page has the tabs Connection, Settings, Deal Configuration, User Mapping, and Sync Logs; Pipedrive also has Lead Configuration. Configure Field Mapping is a button on the Connection tab.

Choose what is synced

Everything is off after connecting. In the Settings tab:

Sync Prospects to Zoho CRM / Sync Prospects to Pipedrive CRM: Disabled (default), When campaign starts, or When prospect replies. Each list can override this, or Use company default.
Automatic Deal Creation: Off, On Response, or On Positive Response. This applies to the whole workspace.
Pipedrive only: Create as Lead instead of Deal creates a Pipedrive lead instead of a deal.
Sync conversations: adds your messages and the lead's replies to the CRM as notes.
Resync now sends every already-synced prospect again.

Zoho only: Auto-create Zoho Campaigns in the Deal Configuration tab creates one Zoho campaign per Signalist list, named after the list.

What is written where

	Zoho CRM	Pipedrive
Automatic sync	Updates an existing Contact (and its Account) or Lead; otherwise creates a Lead.	Creates or updates the Organization and the Person.
Deal creation	Converts the Lead into Contact + Account, or creates them, then adds the Deal. Skipped if the contact already has an open deal.	Adds a Deal, or a Lead if you chose that. Skipped if the person already has an open deal, including one Signalist created earlier.
Notes	On the Contact, otherwise on the Lead.	On the open Deal, otherwise the Lead, otherwise the Person.

Finding existing records

Zoho looks for Contacts and Leads by email, then by LinkedIn URL (if you mapped a LinkedIn field), then by first name, last name, and company. A LinkedIn field can only be searched if it is a single-line text field in Zoho, not a URL field. If Zoho cannot search the field you mapped, the Dashboard shows Zoho can't search your LinkedIn field and the field mapping shows a warning on that row. Both go away by themselves once Zoho can search the field.
Pipedrive looks for the Organization by name, and for the Person by email, then by LinkedIn URL (if you mapped LinkedIn to a field on the Persons tab), then by full name within that Organization (only when exactly one person there has that name). This happens when a lead is added to a list and again before a deal is created. If no Person is found before a deal is created, Signalist creates one, also for a lead without an email address. Existing Pipedrive leads are not checked.

When a Person or Organization is deleted in Pipedrive

Records can disappear in Pipedrive, for example when someone deletes them or merges two of them (the one merged away is deleted). Signalist notices this the next time it syncs the lead:

It looks for the record that is still there, the same way it finds existing records (an Organization by name, a Person by email), and updates that one instead.
If no record is found, Signalist stops writing to the deleted one. The lead's entry in Sync Logs says, for example: The organization was deleted in Pipedrive ("…"). Use Add to CRM to add it again.
A deleted Organization does not stop the Person from being synced. A deleted Person stops the sync for that lead, including deal creation.
Signalist does not create the deleted record again on its own. To add it back, use Add to CRM on the lead.

Map fields

Configure Field Mapping has a tab per record type: Leads, Contacts, Accounts, Deals for Zoho, and Leads, Persons, Organizations, Deals for Pipedrive. For each field choose From record, Constant value, or AI-generated (0.1 credits per lead synced; test runs are free).

Zoho: Preview with a lead shows the result without writing anything; Sync this lead now writes a real record. Calculated Zoho fields show — Cannot map —.
Pipedrive: a Pipedrive lead only takes custom fields, so email, name, and website are mapped on the Persons and Organizations tabs. Fields Pipedrive does not accept on a lead are flagged. Fields the deal configuration controls, such as the title, pipeline, stage, and owner, are not offered. Add missing defaults adds the standard mappings (phone, address, job title, LinkedIn, website) to empty tabs.
Empty values are never sent, and defaults such as "Unknown" are written only when a record is created.

Owners

In User Mapping, link each Signalist User to a Zoho Owner or Pipedrive Owner. For deals, the owner chosen in Add to CRM applies first, then the sender's mapped owner. If neither is set, the Default Deal Owner from the Deal Configuration tab is used, in Zoho and in Pipedrive.

Check that it works

The Sync Logs tab lists each sync run with the record type, status, how many records synced or failed, and the error. The Dashboard also shows an issue when CRM records failed to sync in the last 7 days, and when a CRM needs to be reconnected.

Troubleshooting

Problem	What to do
Nothing is synced	The sync setting is Disabled by default. Choose when to sync in Settings, and check the list's own setting.
The CRM's page shows Reconnect required	The CRM no longer accepts the sign-in, for example after a password change or when the app was removed in the CRM. Click Reconnect on the page or on the Dashboard card and sign in again. Your settings and mappings stay.
Zoho: "Could not search Zoho for an existing record"	Make the LinkedIn field in Zoho a single-line text field, or remove it from the mapping.
Pipedrive: a lead field is skipped	Pipedrive does not accept that field on a lead. Map it on the Persons or Organizations tab instead.
Pipedrive: Sync Logs says a person or organization "was deleted in Pipedrive"	The record was deleted or merged away in Pipedrive, and no remaining record was found. Use Add to CRM on the lead to create it again.
A duplicate was created	The record could not be found by email, LinkedIn URL, or name. Map the email and the LinkedIn URL, and clean up the duplicate in the CRM.

Frequently asked questions

Can I connect a Zoho account outside the EU?

Signalist connects to Zoho's EU data center. If your Zoho account is hosted elsewhere, contact support before connecting.

Does connecting change anything in my CRM?

No. Nothing is written until you switch on a sync, a deal rule, or add a lead by hand.

Where do my messages appear in the CRM?

As notes: in Zoho on the Contact or Lead, in Pipedrive on the open Deal, the Lead, or the Person.

What does AI field mapping cost?

0.1 credits per lead synced, however many AI fields you map. Test runs are free.

What happens if I merge two people or companies in Pipedrive?

The next sync finds the record that is left and updates it. If none is found, the lead's Sync Logs entry says so, and Add to CRM creates the record again.

Do I lose my settings when I reconnect?

No. Reconnect only signs in again. Your sync settings, field mappings, user mapping, and deal configuration stay as they are.