Databases & CRM

Set up Pipedrive (CRM)

Connect a Pipedrive CRM with an API token. It reads your organizations, people and deals and how they relate, and turns each into a record the assistant reasons over alongside your documents, with the notes, activities and files logged against them brought in too. Read-only — only GETs are ever issued.

Before you start

• In Pipedrive click your profile picture → Personal preferences → API and copy the token — from a read-only user where possible.
• The token acts as the user it belongs to: it reads exactly what that user can see in Pipedrive.
• Tokens don't expire on their own; the field is write-only — Pipedrive never shows it again once saved.

1. Documents → Pipedrive, enter your company domain — the first label in yourcompany.pipedrive.com — and paste the API token.
2. Under Advanced, choose whether notes, activities and files come in (Include activity, on by default) and optionally list Only these objects (organizations, persons, deals) to narrow the sync.
3. Choose access groups, Test, then Sync.

What comes in

• Organizations, persons and deals as linked records — persons and deals show their parent organization, and deals carry value, currency, status, stage and owner.
• Notes and activities (calls, meetings, emails) logged against those records, dated and linked back to what they're about — unless Records only is chosen.
• Files attached to an organization, person or deal, brought in as documents; a file not attached to a synced record is left out.

Access

Visible only to the access groups chosen when the source is set up — Pipedrive exposes no per-record viewers here, so that list covers everything the source brings in.

Last updated 20 Sep 2026