Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
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 |
List lead label ids options |
List organization label ids options |
List person label ids options |
List user id options |
Merge deals |
Merge persons |
Remove duplicate notes |
Search leads |
Search notes |
Search persons |
Update deal |
Update lead |
Update person |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Pipedrive.
Trigger |
Deal Updated (Instant) |
Lead Updated (Instant) |
New Deal (Instant) |
New Event (Instant) |
New Person (Instant) |
Person Updated (Instant) |
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:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Pipedrive in the list of available connectors
Scroll to the Available connectors section and locate Pipedrive.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Pipedrive card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: 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 6: 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 updating organizations are not supported.
Deletion: Deleting records is not supported.
Notes: Notes can be searched and created, but not updated or deleted.