Pipedrive
Connect Pipedrive so the assistant recognises callers by phone, creates persons and deals, and logs every call as a note
Pipedrive connects with your personal API token. Once it's linked, the assistant greets known customers by name with their latest deal in hand, creates a person and a deal when someone leaves a request, and writes the outcome of every call to the customer's record.
What the assistant can do
- Recognise the caller — at the start of a call it looks the phone number up in Pipedrive and gets the person's name, email, organization and their latest deal (title, stage, value).
- Create a deal — finds the person by phone or creates a new one, then creates a deal in the pipeline and stage you choose. The request, delivery address, products and the ad that brought the customer go into the deal as a note.
- Log calls — after each call it adds a note to the person and their deal: direction, duration, outcome, summary, the recording link and, if you want, the full transcript.
Before you start
- Pipedrive user whose rights cover the deals the assistant should see and create — the token acts as this user.
- HAPP workspace with at least one assistant.
- Pipedrive enabled for your workspace — the integration is switched on per company. Ask HAPP support to enable it.
Get the API token
- In Pipedrive click your avatar and open Personal preferences > API.
- Copy Your personal API token.
Connect
- In HAPP open Integrations and find Pipedrive under Add a CRM.
- Click Connect, paste the token and confirm.
- Pipedrive appears under My integrations with your company name.
Settings
Open the card's gear icon on the assistant's Integrations tab.
- Search — recognise the caller by phone.
- Create — deals. Pick the pipeline, stage and owner; without them the deal goes to your default pipeline. Without an owner, deals belong to the token's user.
- Call notes — a note after every call. Full transcript adds the conversation text.
Limits
- Pipedrive stores phone numbers as typed; the assistant matches on the last 9 digits, so
050 111 22 33and+380501112233are the same customer. - A number that isn't in Pipedrive gets no call note — there is no record to attach it to.
- The token is personal: if that user is deactivated, the integration stops working.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| "Pipedrive rejected the API token" | The token was regenerated or the user deactivated | Copy the current token and click Connect again. |
| "The Pipedrive user behind this token has no permission for this action" | The user can't see or create these deals | Use a token of a user with the needed visibility rights. |
| "Pipedrive rate limit reached" | Too many requests at once | Nothing to do — the next request goes through. |
Disconnect
Disconnect the card in HAPP. To revoke access completely, regenerate the API token in Personal preferences > API. Persons, deals and notes already in Pipedrive stay.
Next
Help me solve it
Happ answers right away and hands over to a manager when needed.