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Connect Pipedrive

Adds enquirers to Pipedrive as people and opens a deal on your board.

Updated 2026-11-02

01What it does

  • Rules: create a person
  • Rules: create a deal

02What you need

  • API key — kept encrypted, never shown again. Personal preferences → API → your personal API token.
  • Company domain. The bit before .pipedrive.com.

03Connect it

  1. In Pipedrive open your avatar → Personal preferences → API, and copy your personal API token.
  2. Note your company domain: the part before .pipedrive.com in your browser's address bar.
  3. In your site → Manage → Integrations, choose Pipedrive, paste the token and the domain, and press Connect.
  4. Open the Rules tab in your site → Manage → Integrations, choose an event (e.g. "Form submitted") and pick an action from this tool. The fields are pre-filled from the form; glance, then save.

04Check it works

  • The card shows Working.
  • After a test enquiry the person (and deal) are in Pipedrive.

05If it does not work

  • 401 unauthorized — Tokens are per user and per company. Copy it while signed in to the right company.

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