Pipedrive

Pipedrive is a workspace connection to your company's CRM. Workspace owners and admins connect it with a Pipedrive personal API token.

What CORA can read

The Pipedrive connection is for approved writes. CORA does not read your CRM records through it.

What CORA can do

• Create Pipedrive person creates a person with a name and optional email, phone, and organization.
• Create Pipedrive deal creates a deal, optionally with a person, organization, value, currency, and stage.
• Log Pipedrive note attaches a note to a person, deal, or organization.

Each of these actions starts at Ask the first time in Settings -> Agent permissions, so CORA asks a person to approve before she uses it. Owners and admins can make an action stricter with Always ask. A workspace cannot set an action looser than its default.

Connect

1. In Pipedrive, find your personal API token. The token carries the permissions of that Pipedrive user's role, so use an account whose role fits the work.
2. In CORA, open Settings -> Connections and select Pipedrive.
3. Paste the token into API token and choose Save token.

CORA checks the token with Pipedrive before saving it, and stores it encrypted. Once connected, the page shows the connected user and company.

To replace the token, save a new one. There is no separate rotate step.

Disconnect

Owners and admins choose Disconnect on the connector page and confirm. Agents stop calling Pipedrive.