Pipedrive
The Pipedrive integration creates persons (Pipedrive’s name for contacts) in your Pipedrive account for every lead Auto-Respond handles. Their name, email, phone, and postal code are written through automatically, so your pipeline always reflects what’s come in.
The Pipedrive card is on any source’s Messaging Settings → Integrations tab.
What gets synced
Every lead sent to Pipedrive includes:
- Name
- Phone number
- Postal code (written into a custom field on the person)
Connecting Pipedrive
Open the integration
In Auto-Respond, open the source → Messaging Settings → Integrations tab → Pipedrive card.
Paste your Pipedrive API token
Click Connect and paste your Pipedrive API token. You can find your token in Pipedrive under your user profile → Personal preferences → API.
Save and validate
Click Save. The token is validated automatically when you save - if it’s wrong, Pipedrive’s error is shown right on the card. You can also click Validate Connection later to re-check.
Turn on the Enable toggle
Nothing is sent to Pipedrive until Enable is on.
Options
Enable
Turns the integration on or off for this source. Default: off.
Inherit from parent
Only shown on a location with a parent business. When on, the location uses the parent’s Pipedrive settings. When off, the location overrides them.
Create lead in CRM only when contact info is received
Label: Create lead in CRM only when contact info is received. Default: off.
- When on - Pipedrive gets the lead only once the lead has shared a phone number or email, and only if CRMs is checked under Trigger integrations: in the source’s Contact Info tab for that kind of contact info.
- When off - Pipedrive gets the lead as soon as the lead first reaches out, even before you have their contact info.
Create only new leads
Label: Create only new leads. Default: off.
- When on - If your business had already messaged the lead before Auto-Respond first received the conversation, the lead’s contact info is not sent to Pipedrive. New messages in a conversation don’t send the lead again either.
- When off - Those leads and messages are sent too.
This option looks at the conversation, not at Pipedrive: it doesn’t search Pipedrive for an existing record.
Notify this integration only after the AI determines the lead is interested
Label: Notify this integration only after the AI determines the lead is interested. Default: off.
- Needs AI Assistant with Short or Long conversation in Conversation Setup.
- Can’t be turned on together with Create lead in CRM only when contact info is received or Create only new leads.
Validate Connection
Re-tests your API token against Pipedrive.
Disconnect
Removes the token and turns the integration off. Confirmation required.
Matching and deduplication
Pipedrive persons are matched by phone or email.
Disconnecting
Open the Pipedrive card → click Disconnect → confirm. The API token is cleared.
Troubleshooting
- “Validation failed” / invalid token - The Pipedrive token is wrong, expired, or was deleted. Generate a new token in Pipedrive and paste it.
- No persons appearing in Pipedrive - Check Enable is on, check your Create lead in CRM only when contact info is received setting, and confirm your Pipedrive user has permission to create persons.
- Duplicates - Turn on Create lead in CRM only when contact info is received so a person is only created once a phone number or email is known.
- Postal code missing - Pipedrive stores postal code on a custom field. Check that your Pipedrive account has the postal-code custom field available on the Person entity.
Questions about the Pipedrive integration? Email support@auto-respond.com.