Connect Pipedrive
Pipedrive is where Lokom gets deals, deal owners and the field values your rules read. It is the first thing to set up and, for most teams, the only integration they ever configure.
Connect
Lokom offers the connection during onboarding. To do it later, or to reconnect, go to Organization → Data Sources.
- Choose Pipedrive and start the connection.
- Pipedrive asks you to authorize Lokom. Approve it with an account that can see all the deals you want to pay commission on — Lokom inherits that account's visibility.
- You are returned to Lokom and the first sync starts automatically.
The first sync pulls your deals, pipelines, users and fields. On a large Pipedrive this takes a few minutes; you can keep working while it runs.
If you connect with a rep's account, Lokom sees only that rep's deals — and everybody else's commission silently computes to zero. Connect with an account that sees everything.
Check your fields
Once the sync lands, go to Organization → Data Sources → Fields. A rule can only read a field listed there.
Most of it is already done. Lokom brings in the standard Pipedrive fields, plus any custom field whose type it can already give a job to — dates become Period event, user fields become Recipient, money fields become Source. So a custom "Contract signed" date or a custom "ARR" amount is waiting for you; you do not have to hunt for it.
Worth a look anyway, because Lokom guesses from the field's type, not its name — and you may have two date fields where only one is the one you pay on.
→ Manage your fields covers adding, changing and removing them.
Keep it connected
Pipedrive access tokens expire, and Lokom refreshes them on a schedule. If the refresh fails — someone revoked the app, or the connecting user left the company — a red banner appears across the app and the connection card at Organization → Data Sources → Connection offers a Reconnect Pipedrive button.
Watch for the intermediate state too: Connection at risk means refreshes are already failing but data is still flowing. Reconnect then, not after it drops. → Pipedrive isn't syncing
Reconnect promptly. While the connection is down, new and updated deals stop arriving, so in-flight periods drift out of date without any error at the rule level.
What Lokom does not write
Lokom does not create, edit, move or close your deals, and never changes a deal's value.
It does hold two write-capable scopes — webhooks:full (so it hears about changes instead
of polling) and deal-fields:full. The full granted list is on the connection card under
"Access granted by Pipedrive". → Pipedrive
The only thing it puts in front of your reps is the commission panel on the deal — see What reps see. Each rep turns it on by installing the Lokom app: Turn on the commission panel.