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Pipedrive

Deals, organizations and their notes.

What it brings in

Deals, organizations and their notes.

Credentials

An API token from Personal preferences → API, plus your company domain.

Settings

SettingWhat it is
api_tokenAPI token
company_domainYour company domain

Adding it

  1. Connectors → Add connector → Pipedrive
  2. Decide global or personal — this is the one choice that is awkward to change later
  3. Enter the credentials above
  4. Narrow the scope before the first sync
  5. Save. Syncing starts immediately

Nothing is searchable until the first sync finishes. Progress is on the connector page.

If it fails

The connector page shows the error. The usual causes are an expired credential, a permission changed on the far side, or — for Pipedrive — access not having been granted to the specific content yet.

On this page