Connecting Pipedrive
Use a Pipedrive API token and company subdomain to create a Person plus a Lead or Deal.
Personal API token
Pipedrive API tokens are tied to a user. Leads created by LeadToSheet are created under the user whose token you connect.
- 1
Open Pipedrive
Sign in as the user you want incoming LeadToSheet records to belong to.
- 2
Open Personal preferences -> API
Use the top-right avatar menu, open Personal preferences, then copy the Personal API token from the API tab.
- 3
Copy your company subdomain
If your Pipedrive URL is https://acme.pipedrive.com, enter acme as the company subdomain.
Note
If that Pipedrive user is deactivated, the token stops working. Generate a new token from an active user and update the connection.
What LeadToSheet creates
- A Person record using the lead's name, email, and/or phone — set to "Entire company" visibility (visible_to: 3). LeadToSheet reuses an existing Person when Pipedrive finds an exact email or phone match.
- A Lead attached to that Person when Create a deal is off.
- An optional Deal attached to that Person when Create a deal is on and you select a pipeline. The deal title is formatted as "<contact name or email> — <form name>".
Note
All new records inherit the API-token user's permissions. If that user can't see a pipeline or doesn't have the right role for Leads, the dispatch will fail with a Pipedrive HTTP error visible in the route's delivery log.