---
title: Pipedrive
description: "Connect Pipedrive over OAuth, pull its persons in with the Bring Persons template, and read or update persons, notes and deals with webhooks."
---

Pipedrive connects with **Connect** in the **Connect a CRM** dialog: an OAuth sign-in on
Pipedrive's side, no key to paste. Its category in the dialog is **CRM**, described as
"Connect with Pipedrive to manage persons and deals".

## Connect

1. **Open Integrations**

    In the sidebar choose **Integrations**, then **Add connection**.

2. **Connect Pipedrive**

    Find **Pipedrive** and choose **Connect**. **Connect to Pipedrive** lists the features
    and permissions; choose **Connect** there, then sign in and approve the requested
    access on Pipedrive's consent page.

3. **Check the counter**

    Back on Integrations, the **Connections** counter reads 1 more and the account is
    listed with the status **Active**. Choose its row to enable its capabilities, see
    [Manage a connection](/operate/integrations/overview#manage-a-connection).

![Pipedrive in the Connect a CRM dialog.](/media/operate/connect-pipedrive.webp)

## Bring records in

**Add Flow**, then the template **Pipedrive - Bring Persons** under the **Integration** tab. The dialog
**Clone Integration** is pre-filled with a name, a tag and the `access_token`
variable set to `{{access_token}}`, which the connection fills. **Clone
Integration** creates the flow; each run adds the records to **Contacts** with that
tag. Retry and re-execute settings, steps and field mapping are described in
[Automations](/operate/automations).

## Push data out

Under the **Webhook** tab, the Pipedrive templates are **Pipedrive - Get Person**, **Pipedrive - Search Persons**, **Pipedrive - Create Note**, **Pipedrive - Get Deal** and **Pipedrive - Update Person**. Each is one call against
Pipedrive's API with the connection's token; clone it, then run it with **Test Flow** or
from an agent through a webhook step. See [Webhooks](/operate/webhooks).

## In the agent

Once connected, the system's actions appear under **Your AI Tools** in the agent's
tool picker, so an agent can look up or update a record during a
conversation. See [Tools overview](/build/tools/overview).

## Related

- [Integrations overview](/operate/integrations/overview)
- [Automations](/operate/automations)
- [Webhooks](/operate/webhooks)