CRM

Pipedrive Integration

Keep your sales pipeline current — list and search deals and persons, create persons and deals, move deal stages, and add notes (writes require approval).

Capabilities

This integration enables workers to:

  • List and search deals
  • List and search persons
  • Create persons (approval-gated)
  • Create deals (approval-gated)
  • Move a deal to a new stage (approval-gated)
  • Add notes to deals or persons (approval-gated)

Setup

Follow these steps to connect Pipedrive:

  1. Generate a Pipedrive API token (Settings → Personal preferences → API)
  2. Navigate to Integrations and click 'Add Connection'
  3. Select Pipedrive and paste your API token
  4. Assign your sales worker to use it

Official links

Security

  • The API token is encrypted at rest (AES-256-GCM)
  • The token inherits the permissions of the issuing user — scope it accordingly
  • Creating persons/deals, stage moves, and notes require human approval

Credential Storage

All integration credentials are encrypted at rest using AES-256-GCM encryption. OAuth tokens are automatically refreshed when needed.

Supported Roles

The following roles can use this integration by default:

Related Documentation