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, with the notes, activities and files logged against them. Read-only.
- In Pipedrive open Settings → Personal preferences → API and copy your token (use a read-only user where possible).
- Documents → Pipedrive, enter your company domain (the <name> in name.pipedrive.com) and paste the token.
- Choose access groups, Test, then Sync.
Read-only. Deal values are totalled per organization, and attached files become documents.
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Last updated 29 Aug 2026