Pipedrive integration setup

Hello there! 👋

Integrating Sales Engagement Tool with Pipedrive keeps your CRM automatically updated—no manual entry, no double work. Once connected, Sales Engagement Tool will create or update Persons in Pipedrive based on your outreach activity, helping you track conversations and manage your pipeline effortlessly. ⚙️

To set up the direct integration, you’ll need an active Pipedrive subscription. Once that’s ready, follow the steps below to connect everything in just a few minutes.

Step 1: Log In to Pipedrive

Start by logging into your Pipedrive account. Keep this tab open—you’ll need it shortly to authorize the connection.

Step 2: Open Sales Engagement Tool and Select the Team

In a separate tab, log in to Sales Engagement Tool and select the team you want to connect with Pipedrive. Since integrations are configured per team, this makes it easy to keep client data separated when working across multiple workspaces. 🧩

Step 3: Go to Team Integrations

Navigate to the Team Integrations tab, where you’ll see all available integrations. Find Pipedrive and click Connect to begin the setup.

Step 4: Choose the Automations You Want to Install

Next, select which automations you’d like to enable.
Not sure which ones to pick? You can enable them all and turn off any you don’t need later.

Here’s what each automation does:

• Create/update person when lead replies
  Automatically creates or updates a Person in Pipedrive when a lead responds, logging the reply message, date, time, campaign name, and lead details. 💬

• Create/update person when you send an email
  Logs sent emails as notes in Pipedrive with campaign and contact information.

• Create/update person when you send a LinkedIn message
  Updates or creates a Person and records the message activity with campaign data. 📩

• Create/update person when you send an invite
  When you send a connection request, Pipedrive is updated with a note containing lead info, campaign name, and timestamp.

After selecting your automations, click Continue.

Step 5: Grant Access to Your Pipedrive Account

You’ll now be asked to authorize the integration. Click Grant Access so Sales Engagement Tool can securely connect to your Pipedrive account. 

Step 6: Name the Connection and Add Your API Token

Give your connection a recognizable name, then paste your API token.

You can find your API token in Pipedrive by navigating to:
Profile Photo → Personal Preferences → API
 

Step 7: Confirm the Connection

Once the credentials are validated, click Continue to return to the setup screen with access successfully granted.
Now you’re ready to finalize the integration.

Step 8: Let the Automations Install

Wait a few moments while Sales Engagement Tool installs the automations you selected earlier.
Once installation is complete, the integration is fully active. ✅

From here, you can:

• Turn automations on or off anytime

• Let them run quietly in the background while your CRM stays up to date 📊

• Review triggered automations in the History tab
   

You’re All Set!

Your Sales Engagement Tool–Pipedrive integration is now working behind the scenes, automatically syncing your outreach activity with your CRM so you can focus on building relationships instead of updating records. 🚀

If you have any questions, our support team is always here to help!