---
title: "Pipedrive"
url: https://docs.aila.fyi/integrations/pipedrive
source: https://docs.aila.fyi/llms.txt
---

# Pipedrive

Aila reads call activities from Pipedrive and logs the results on the person and deal. The writes are part of the [Intake Agent](https://docs.aila.fyi/agents/intake).

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## What syncs

| Direction | What |
| :--- | :--- |
| Pipedrive to Aila | Call activities with their attached recordings. |
| Aila to Pipedrive | A call log on the person and deal, with the summary. The call recording, so it plays on the call log. The full transcript, if you turn it on. Person and deal custom fields. Deal stage moves. Follow-up tasks and meetings from your CRM Automation rules. |

If the person has no open deal, Aila creates one for borrower-style call types, such as lead intake, pre-approval, application, and purchase or refinance. Partner, agent, lender, referral, and voicemail calls never create a deal.

---

## What you need

- A Pipedrive personal API token.
- A default pipeline and stage, so Aila can create deals.

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## Connect

1. In Pipedrive, go to **Settings > Personal preferences > API** and copy your API token.
2. In Aila, go to **Settings > Connections** and click **Connect**.
3. Select **Pipedrive**.
4. Paste the token and click **Connect**.

Aila sets up the Pipedrive webhook for you. If that fails, the connection shows a webhook URL to add in Pipedrive.

---

## Settings

| Setting | Options | Default | What it does |
| :--- | :--- | :--- | :--- |
| **Call log** | On, Off | On | Creates a call log on the matched person and deal. |
| **Transcript** | Off, In Call Log Note | Off | Adds the full transcript to the call log note. |
| **Recording** | On, Off | On | Uploads the recording so it plays on the call log. |

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## Field mapping

In the connection's settings, use **Custom field mappings** to map extracted data to person or deal fields. Use **Deal stage rules** to move a deal to a stage when an extracted value matches your rule.

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## How calls are matched

Aila matches the call to a Pipedrive person by phone number. It writes to that person's most recently updated open deal. If a call log can't link to the source activity, Aila creates a new one.

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## Troubleshooting

- **The connection is rejected:** Copy the token again. It must belong to a real Pipedrive account.
- **No deal is created:** The call type isn't a borrower-style call type, or no default pipeline and stage is set.

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## Related

- [Intake Agent](https://docs.aila.fyi/agents/intake)
- [Call setup](https://docs.aila.fyi/settings/call-setup)
- [Connections](https://docs.aila.fyi/settings/connections)