Pipedrive isn't syncing
Pipedrive is where every deal, owner and field value comes from. When it breaks, commission numbers silently stop moving — so Lokom shows a banner rather than letting you find out at close.
Where to look: Organization → Data Sources → Connection.
Match the message to the fix
| What you see | What it means | What to do |
|---|---|---|
Pipedrive connected · Connected since <date> | Healthy | Nothing |
| Finalizing connection… | The handshake is still completing | Wait a moment, then refresh |
| Connection at risk — "We're having trouble refreshing your connection" | The token is failing to refresh. Data may still be flowing, for now | Click Reconnect Pipedrive now, before it fully drops |
| Pipedrive is disconnected. Commission data is not syncing. | The token was revoked or expired | Click Reconnect Pipedrive |
| Pipedrive connection failed | Registration didn't complete | Reconnect and approve the whole Pipedrive screen |
| Sync failed. Your commission data may be out of date. | Connection is fine; the last data pull didn't | Click Retry sync |
| Connection status unavailable | Lokom couldn't read the status | Refresh the page |
Reconnect Pipedrive
- Go to Organization → Data Sources → Connection.
- Click Reconnect Pipedrive.
- Approve the access request in Pipedrive.
Expected result: the card flips to Pipedrive connected and a sync starts.
Watch for: authorise with an account that can see every deal you pay commission on. Lokom inherits that account's visibility — connecting with a limited user is the classic cause of "half our deals are missing."
Deals are missing, but the connection is green
Work through these in order:
- Is the deal closed-won? Rules usually fire on closed-won deals only.
- Is the deal inside an open period? Check the deal's date against your period ranges.
- Does the deal have an owner Lokom recognises? In Deal Review, a deal can be flagged "Owner could not be matched to a Lokom individual." Fix the owner in Pipedrive, or add that person as a participant.
- Does the deal have a value? Deals are flagged "Deal amount is missing or zero."
- Was the deal excluded? Review & Close → Deal Review lets people exclude deals. Filter by Excluded to check.
- Did it fail validation? The flag reads "Failed data validation."
"We're still syncing your Pipedrive users"
Seen right after connecting, usually on the participant-picking step.
- Wait a few seconds and click Retry.
- If it doesn't clear, Reconnect Pipedrive.
You can also click Continue for now and pick participants later from Organization → Participants.
Disconnecting on purpose
Organization → Data Sources → Connection → Disconnect. Lokom warns: "Commission data will stop syncing. You can reconnect at any time." Existing statements and history are kept.