Pipedrive Integration

Connect Pipedrive to PepoSmart to automatically sync meeting data, create persons, log activities, and create follow-up tasks. This integration helps your sales team stay organized by keeping Pipedrive updated with all your scheduling activity.

API Key Authentication

PepoSmart uses your Pipedrive API token for secure authentication. Your API token is encrypted at rest using AES-256 encryption and never exposed.

Prerequisites

  • A PepoSmart account (Team or Enterprise plan recommended)
  • A Pipedrive account with API access
  • Your Pipedrive API token (found in Settings → Personal preferences → API)

Connecting Pipedrive

Step 1: Get Your Pipedrive API Token

  1. Log in to your Pipedrive account
  2. Click your profile icon in the top right
  3. Go to Settings → Personal preferences
  4. Scroll down to API section
  5. Copy your API token

Step 2: Connect in PepoSmart

  1. Log in to your PepoSmart account at app.peposmart.com
  2. Click Integrations in the left sidebar
  3. Find the Pipedrive card in the CRM section
  4. Click Connect
  5. Paste your Pipedrive API token
  6. Click Save

Step 3: Verify Connection

  1. The Pipedrive card should now show Connected
  2. Your Pipedrive company name will be displayed

Success!

Once connected, PepoSmart will automatically sync your meeting data to Pipedrive.

Data We Access

PepoSmart uses your API token to access only the data necessary for scheduling integration:

Data TypeAccess LevelPurpose
PersonsRead & CreateLook up existing persons by email, create new persons for meeting attendees
OrganizationsReadAssociate persons with their organizations
ActivitiesCreateLog scheduled meetings as activities on person records
NotesCreateAdd meeting summaries and notes to person records
Deals & PipelinesRead & WriteRead deal stages and pipelines to display deal status; update deal stages with AI-powered suggestions (with your approval)

What We Do NOT Access

  • Products or Pricing
  • Email sync or mailbox data
  • Files or Attachments
  • Your Pipedrive settings or configuration
  • Other users' data in your account

How Booking Data Syncs

Automatic Sync

Data syncs automatically when meetings are booked and when AI meeting notes are processed. No manual action required.

When a Meeting is Booked

  1. Person Lookup: PepoSmart searches for an existing Person matching the attendee's email address
  2. Record Creation (if needed): If no match is found, a new Person is created with:
    • Name
    • Email Address
    • Phone Number (if provided during booking)
  3. Activity Logging: A Pipedrive Activity is created and linked to the Person with:
    • Subject: Meeting title from PepoSmart
    • Type: Meeting
    • Due Date and Time
    • Note: Meeting details and booking link

After Meeting Notes are Processed (AI Features)

If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:

  1. Meeting Summary: The AI-generated meeting summary is added as a Note
  2. Follow-up Activities: Action items extracted by AI are created as Activities:
    • Subject: Action item description
    • Type: Task or To-do
    • Due Date: Set based on urgency

Deal Stage Sync (AI-Powered)

After meeting analysis, PepoSmart uses AI to suggest deal stage updates based on conversation content, sentiment, and buyer intent signals detected in the meeting transcript.

  1. Deal Lookup: PepoSmart reads the current deal stage and pipeline associated with the person
  2. AI Analysis: Meeting transcripts are processed by AI (OpenAI) to detect buyer intent, sentiment, and next steps
  3. Stage Suggestion: An AI-generated deal stage suggestion is presented in PepoSmart
  4. User Approval Required: Deal stage updates are never applied automatically. You must review and explicitly approve any stage change before it is written to Pipedrive

User Approval Required

AI deal stage suggestions are recommendations only. No changes are written to your Pipedrive deals without your explicit confirmation. You maintain full control over your pipeline.

Data Handling & Security

Data Protection

Your Pipedrive API token is encrypted using AES-256 encryption and stored securely. We follow industry best practices for data protection.

What We Store

  • API Token: Encrypted Pipedrive API token for API calls
  • Company Domain: Your Pipedrive company subdomain
  • Sync References: IDs of created records for tracking

When You Disconnect

Upon disconnecting the Pipedrive integration:

  • Your API token is immediately deleted from our systems
  • No further API calls are made to your Pipedrive account
  • Records already created in Pipedrive remain unchanged

Disconnecting Pipedrive

From PepoSmart

  1. Go to Integrations
  2. Find the Pipedrive card
  3. Click Disconnect
  4. Confirm the disconnection

Regenerate API Token

For added security, you can regenerate your Pipedrive API token after disconnecting. This ensures PepoSmart can no longer access your data even if tokens were compromised.

Troubleshooting

Connection Failed

  • Verify your API token is correct and hasn't been regenerated
  • Check that your Pipedrive account is active
  • Ensure you have the necessary permissions in Pipedrive

Person Not Created

  • Check if a Person with that email already exists
  • Verify your API token has permission to create Persons
  • Check for any required custom fields in your Pipedrive configuration

Support & Contact

Need help with your Pipedrive integration? We're here to assist:

Email Support

For technical issues and questions

[email protected]

Enterprise Support

For org-wide deployments and custom needs

[email protected]

Additional Resources

Last updated: February 2026. This documentation is provided for Pipedrive users evaluating the PepoSmart integration.