Real-time
Two-way sync
Changes in Pipedrive or Rillet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Pipedrive to Rillet integration — real-time, two-way sync
Keep Pipedrive and Rillet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Pipedrive and Rillet
Sync customers, invoices, and payment status between Rillet and Pipedrive in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Pipedrive knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Reimbursement, Custom Field, Account, Customer in Rillet to Deals, Persons, Organizations, Activities in Pipedrive with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Sync AR and collection status back to customer success tools ahead of renewals.
- Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
- Keep Pipedrive organizations aligned with an invoicing or accounting system's customer records.
- Trigger onboarding or provisioning workflows from the synced database when a deal reaches won.
Billing detail changes flow back
When a contact or address is corrected in Pipedrive, Rillet gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Pipedrive when chasing a balance, and sales sees that the chase is happening.
Where Pipedrive tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.
What you can sync between Pipedrive and Rillet
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Pipedrive objects | Rillet objects | |
|---|---|---|
| Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. | Reimbursement Synced with incremental and full sync per the Stacksync docs. | |
| Notes Free-form context on deals, persons, and organizations; usually read-only. | Custom Field Synced with incremental and full sync per the Stacksync docs. | |
| Pipelines Synced with incremental and full sync per the Stacksync docs. | Account Synced with incremental and full sync per the Stacksync docs. | |
| Deals Pipeline records with stage and value; the primary object for reporting and win-triggered automation. | Customer Synced with incremental and full sync per the Stacksync docs. | |
| Persons Contact records; synced with marketing tools and enriched from external data. | Vendor Synced with incremental and full sync per the Stacksync docs. | |
| Organizations Company records linked to persons and deals; matched to billing customers. | Invoice Synced with incremental and full sync per the Stacksync docs. |
What ships with Pipedrive ⇄ Rillet
Connect Pipedrive and Rillet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Pipedrive–Rillet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Pipedrive or Rillet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Pipedrive or Rillet record.
Observability
Monitoring
Track your Pipedrive ⇄ Rillet sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Pipedrive and Rillet.
How the Pipedrive and Rillet connectors work
Pipedrive
- Integration surface
- REST API
- Authentication
- No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
- Change detection
- Webhooks on per-object create, update, and delete events, with polling on update timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- Request budgets vary by plan and authentication method.
Rillet
- Integration surface
- REST API (OpenAPI-specified, with production and sandbox environments)
- Authentication
- API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
- Change detection
- Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- Subject to the platform's API rate limits.
How it works
How to connect Pipedrive to Rillet — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Pipedrive and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pipedrive
connected
Rillet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Pipedrive and Rillet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Pipedrive ⇄ RilletCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Pipedrive RilletCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Pipedrive and Rillet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Pipedrive and Rillet: authenticate both systems, choose the objects to sync (such as Pipedrive's Leads and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Pipedrive and Rillet records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Pipedrive and Rillet connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Pipedrive–Rillet integration in-house.
-
Yes — Stacksync ships production-grade connectors for both Pipedrive and Rillet. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
Change detection on Pipedrive: Webhooks on per-object create, update, and delete events, with polling on update timestamps. On Rillet: Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Rillet side: Reimbursement, Custom Field, Account, Customer, plus custom fields where Rillet exposes them. On the Pipedrive side: Deals, Persons, Organizations, Activities. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Pipedrive and Rillet.
Popular · 8 of 386
-
Pipedrive ⇄ Chargebee -
Pipedrive ⇄ Hyperline -
Pipedrive ⇄ Pigment -
Pipedrive ⇄ QuickBooks -
Rillet ⇄ Salesmate -
Rillet ⇄ SAP Sales Cloud -
Rillet ⇄ Streak CRM -
Rillet ⇄ SugarCRM
No integrations match .
