How to connect
- In Pipedrive, click your picture in the top right, then Personal preferences.
- Open the tab called “API” and copy your personal key.
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your CRM”, then Pipedrive, and tap “Connect Pipedrive”.
- Paste it into “Your Pipedrive key” and tap “Connect”.
We check the key works, then store it encrypted. It's never shown again.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
What gets sent
- The person: found by phone number or email, or added with their name, phone and email.
- A label on the person: Hot lead, Warm lead or Cold lead.
- A note: phone call or website chat, how long it was, the lead score with the reason, and the summary.
Open a deal for hot leads (optional)
Switch on “Create a deal for hot leads” and pick a pipeline under “Add deals to” (or leave “Your first pipeline”). Hot leads then also get a deal called “Hot lead: (their name)”, with the note attached.
What isn't sent
- Calls and chats with no phone number or email.
- Anything scored “Not a lead”, and spam.
- Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to Pipedrive any more. Nothing already in Pipedrive is deleted.
Want a fresh key? Make a new one in Pipedrive the same way, then tap “Change key”.