Overview
Pipeline and Deals Integration in Crono is managed separately from the rest of the CRM integration settings.
While you can customize how contacts and companies sync, deal synchronization follows its own dedicated logic and setup.
There is no in-app switch that turns Deals on. Deals is a capability included with your Crono subscription: Crono activates it for your workspace, and once it is active, Deals appears in the left navigation for anyone with access to the app. There is no role setting that controls this. If you do not see Deals in the left navigation, contact us rather than looking for an option to enable.
What you configure yourself is deal synchronization with your CRM, under Settings → Integrations. That is the setup this article describes: where it refers to enabling Pipeline and Deals Integration, it means having deal synchronization with your CRM configured there.
Unified Pipelines
When you enable Pipeline and Deals Integration, your Crono pipelines and stages will automatically mirror those from your CRM.
This ensures that both systems share the same structure — keeping your deal management consistent across platforms.
Once the integration is active:
All updates made to deals in Crono are automatically reflected in your CRM pipeline.
A one-time migration will import your existing CRM deals into Crono, so you can continue managing them seamlessly from there.
Linked Data Requirements
When your pipeline is synced, every deal in Crono must be linked to a company that already exists in your CRM.
If you try to create a deal for a company that isn’t synced yet, Crono will prompt you to push that company to the CRM first — ensuring data consistency and preventing broken links.
Deals search
Deals search now matches more than just deal information.
You can search by:
Contact name
Contact email
Contact phone number
Account name
This makes it easier to quickly find the deal you are looking for, even when you do not remember the exact deal name.
Summary
Pipeline and Deals Integration is configured under Settings → Integrations, and it keeps your sales process aligned with your CRM.
Once enabled:
Pipelines and stages are automatically synchronized.
Deals created or updated in Crono appear instantly in your CRM.
Existing deals are migrated from your CRM to Crono.
Every deal must be linked to a company present in the CRM.
This setup guarantees a unified, reliable view of your sales pipeline — no duplicates, no desyncs, just one shared source of truth.