Integrations
Pipedrive Integration
Authorize Pipedrive, choose the default pipeline and stage, and create CRM records from Convor conversations.
Connect Pipedrive to Convor so operators can create people, deals, and notes from support and sales conversations.
No API token required
Convor owns the Pipedrive OAuth application. Customers authorize their account and choose CRM defaults; they do not paste an API token or company domain.
Prerequisites
- A Pipedrive account with access to the target pipeline
- Permission to create people, deals, and notes
- Administrator access to Convor
Connect Pipedrive
- Open Integrations → Pipedrive in Convor.
- Click Connect Pipedrive and approve access.
- Return to Convor and select the default pipeline.
- Select the default stage for newly created deals.
- Save and run Test connection.
Supported features
| Feature | Description | Status |
|---|---|---|
| Pipeline discovery | Lists pipelines available to the connected account | Supported |
| Stage discovery | Loads stages for the selected pipeline | Supported |
| Person sync | Creates or updates Pipedrive people | Supported |
| Deal creation | Creates deals using the selected defaults | Supported |
| Notes | Adds conversation context to CRM records | Supported |
| Token refresh | Renews Pipedrive access automatically | Supported |
Troubleshooting
- Pipeline not listed: confirm the connected account can access it, then reconnect.
- Stage missing: select the correct pipeline first; stages are pipeline-specific.
- Deal creation fails: verify create permissions in Pipedrive.
- Authorization expired: reconnect Pipedrive from the integration page.
Disconnecting
Click Disconnect. Convor removes the authorization and selected defaults. Existing Pipedrive records remain unchanged.
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