Introduction

Connect Pipedrive to Sana to manage your sales pipeline. Search and create deals, leads, contacts and notes, and keep your CRM up to date with context from your connected apps. In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List deals

Create deals

Update deals

Search leads

Create leads

Update leads

Search contacts

Create contacts

Update contacts

Search notes

Create notes

Create activities

Create organizations

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Pipedrive. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add activity

Add deal

Add lead

Add note

Add organization

Add person

Get all leads

Get deal

Get lead by id

Get person details

List deals

Merge deals

Merge persons

Remove duplicate notes

Search leads

Search notes

Search persons

Update deal

Update lead

Update person

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
Access to basic information	Read settings of the authorized user and currencies in an account. This is the default permission, always enabled for all apps.
Deals: Full access	Create, read, update and delete deals, their participants, followers, files, notes, and filters. Read access to deal fields, pipelines, stages, and statistics.
Mail: Full access	Read, update, and delete mail threads. Also grants read access to mail messages.
Activities: Full access	Create, read, update, and delete activities and all related files and filters. Includes read access to activity fields and types.
Contacts: Full access	Create, read, update, and delete persons and organizations and their followers, along with related notes, files, and filters.
Products: Full access	Create, read, update, and delete products and their fields; add products to deals.
Read users data	Read data about users (people with access to the Pipedrive account), their permissions, roles, and followers.
See recent account activity	Read all recent changes in the account, including activities, deals, files, notes, persons, organizations, pipelines, stages, products, and users.
Search for all data	Search across the account for deals, persons, organizations, files, and products.
Leads: Full access	Create, read, update, and delete leads and lead labels.
Webhooks: Full access	Create, read, and delete webhooks.

Set up instructions

Prerequisites:

Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Pipedrive in the list of available integrations

Scroll to the Available integrations section and locate Pipedrive.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Sign in to Pipedrive and approve the requested scopes

You'll be redirected to Pipedrive to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 5: Complete the set up

You've successfully connected your Pipedrive account. Click Continue to complete the setup and start using the connector.

Known limitations

Organizations: Searching, reading, and creating organizations are not supported.
Deletion: Deleting records is not supported.
Notes: Notes can be searched and created, but not updated or deleted.