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Pipedrive Integration Activation

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Pipedrive integration setup is quick and easy. No programming is required: just enter your Pipedrive account information and the integration process is complete.

Follow these steps to activate the integration:

Get your Pipedrive API Token

Log in to your Pipedrive account and follow the steps below to get an API key:

  • Once logged in, click on your name or profile picture in the top right-hand corner, and select Settings [1] from the dropdown menu.
  • On the left sidebar, select Personal [2].
  • Under “Others”, select API [3].
  • Copy the API token from “Your personal API token”[4] and paste it somewhere safe before continuing.

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Activate the Pipedrive Integration in Talkdesk

Now that you have an API token from Pipedrive, you are ready to set up the integration in Talkdesk:

  • Log in to your Talkdesk account as an Administrator.
  • Click the Admin [5] section.
  • Select the Integrations tab [6].
  • From the “Integrations Manager” page, click Add New Integration [7].

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  • Scroll down to Pipedrive and click the Add Integration [8] button.

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  • Paste the API Token [9] you have just copied from Pipedrive.
  • Then, tick the boxes [10] as needed:
    • "Synchronize Contacts": Import and synchronize contacts from Pipedrive.
    • "Synchronize Deleted Contacts": Delete contacts in Talkdesk when deleted from Pipedrive.Note: This option only works if the Synchronize Contacts and the Contact Types options are also selected.
    • "Synchronize Agents": Synchronize agents from Pipedrive. Agents are linked based on their e-mail addresses. This option can also unlock advanced integration features.
    • "Load Interactions": Automatically load past interactions (e.g. cases) with your contacts when opening their profile. "Preview Actions": Use your custom values and fields that you configured in Pipedrive within Talkdesk. Note: This may impact performance and API limits.
    • "Interaction Types": Choose the type of interaction you want to load (Note and/or Activity).
    • "Contact Types": Choose if you want to load contacts by ticking “Contact”.

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Once you have completed these steps, click Save and that’s it!
The integration between Talkdesk and Pipedrive is now complete and you can start adding your automations.

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