How do I connect Pipedrive?

What it gives you

The Pipedrive integration adds CRM steps to your agents: they find, add and update persons; create organizations and leads; read and update deals; and leave notes and activities.

Records aren't created on their own: only by a step you add to the flow, or an action you turn on in the “Integrations” tab of the AI Assistant step.

Connecting requires the Owner or Admin role.

Connecting

1. On Integrations → Pipedrive, press “Connect to Pipedrive”.
2. Sign in with your Pipedrive account and give access.

Steps work with the connecting person's access in Pipedrive: they're limited to the records that person can see and change. Connect with a user who has broad access to your records.

Pipedrive closes a connection that isn't used for 60 days; if the page asks you to connect again, remove the connection and connect again.

Persons

In the person field you can write the person's ID or email address; the variable that holds the visitor's email is enough.

If a person with that email already exists, “Create person” goes to its error branch. On the error branch, use “Update person” with the same email.

“Update person” makes a new email or phone the primary one; the person's other emails and phones stay.

For fields your team added in Pipedrive, write one per line as “Field: value” in the “Custom fields” field. For dropdowns you can write the option's name; several options are separated by “;”. If you write a field Pipedrive doesn't have, the step goes to its error branch.

Leads

“Create lead” adds the record to Pipedrive's Leads Inbox; it has to be linked to a person or an organization.

If you enter a value and leave the currency empty, the connecting person's currency in Pipedrive is used.

Searching

Search steps look in names, emails, phone numbers and notes, and return the best matches first; 100 records at most. The search text needs at least two characters; if it's empty, the newest records are returned.

A record that was just added or changed may take up to a minute to show up in search; steps that find a person by email aren't affected.

Notes and activities

Notes and activities are linked to the person, organization, deal or lead you name and show in the record's history. A note has to be linked to at least one record.

You can assign an activity to someone in the “Owner” field and choose its type. An update that sets the status to “Done” completes the activity.

The “Delete activity” step doesn't run until the confirmation box is ticked; Pipedrive removes a deleted activity for good after 30 days.

Removing

Press “Disconnect”; Pipedrive steps in your agents stop and Agenola's access in Pipedrive is removed too. Your records stay in Pipedrive.