Pipedrive integration
Adds organizations, people, leads and notes in Pipedrive, and reads whether a lead became a won deal. Never deletes. New leads land in your Leads Inbox with an MSProspector label.
Setup steps are for connected customers — sign in to read them.
What the Pipedrive connection does
Deliver — powers Lead Signals
Receive new Lead Signals
Push Lead Signals into Pipedrive as Leads; won deals are read back. Each signal becomes an organization, person and lead with an MSProspector label and a note saying why now — matched to records you already have, never duplicated. When a rep converts the lead, we follow it to the deal and count it once it's won.
Permissions to prepare with your administrator
Required permissions and account access
- A personal API token (Personal preferences → API). Pipedrive tokens have no scopes: the token can do whatever its user can, so use a user who can add people, organizations, leads and notes and can see every deal and lead.
Which accounts and records: Use a sales manager's or admin's token from the client's own Pipedrive company, with visibility of all deals and leads. Leads land in the Leads Inbox with an MSProspector label; nothing is deleted.
A green credential check proves access to the records tested. Confirm the expected data after the first pull; missing permissions or tenant consent must remain visible.
Pipedrive integration — common questions
- What does the Pipedrive integration read?
- Adds organizations, people, leads and notes in Pipedrive, and reads whether a lead became a won deal. Never deletes. New leads land in your Leads Inbox with an MSProspector label.