> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatnorris.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> How to connect Pipedrive to a ChatNorris agent, from ChatNorris or from the Pipedrive Marketplace, and what the agent creates in your CRM: people, organizations, Leads, notes, and activities.

# Pipedrive

With the Pipedrive integration, every contact your ChatNorris agent captures reaches your CRM automatically. When a visitor leaves their email or phone number (in the chat, in the Lead Form, or when booking an appointment), the agent:

* looks up the person in Pipedrive by email or phone and creates them if they don't exist;
* links their company as an organization;
* creates a Lead in the Leads Inbox, with a label to identify it;
* adds a note with the link to the conversation and, if you want, an AI-generated summary;
* logs follow-up activities when the agent hands off to someone on your team or when the visitor books a meeting.

Your sales team works the Lead in Pipedrive like any other, with the full context of the conversation one click away.

## Requirements

* A ChatNorris account on the **Standard** or **Premium** plan. You can see the plans at [chatnorris.ai/pricing](https://chatnorris.ai/pricing).
* At least one agent created in ChatNorris. If you don't have one yet, follow [Create an agent](https://docs.chatnorris.ai/en/guias/crear-agente-wizard.md).
* A Pipedrive account with permission to install apps.
* The **Owner** or **Admin** role in your ChatNorris organization.

> [!NOTE]
>
> For now, the notes and activities ChatNorris creates in Pipedrive are in Spanish.

## Connect Pipedrive

Each agent connects to one Pipedrive account. You can start from ChatNorris or from the Pipedrive Marketplace; the result is the same.

> [tab] From ChatNorris
>
> **1. Open the agent's Integrations hub**
>
> In ChatNorris, go to `My agents → [your agent] → Integrations` and choose **Pipedrive** in the catalog.
>
> **2. Click Connect with Pipedrive**
>
> Pipedrive opens. If you're not signed in, sign in with your account.
>
> **3. Accept the permissions**
>
> Pipedrive shows you the permissions ChatNorris requests (see [Permissions](#permissions)). Accept them to continue.
>
> **4. Return to ChatNorris**
>
> Pipedrive sends you back to the integration page, which shows the active connection with your Pipedrive company name. Continue with [Configure the Action](#configure-the-action).

> [tab] From the Pipedrive Marketplace
>
> **1. Find ChatNorris in the Marketplace**
>
> In the Pipedrive Marketplace, open the **ChatNorris** app and click **Install now**.
>
> **2. Sign in to ChatNorris**
>
> Pipedrive takes you to ChatNorris. Sign in with your account or, if you don't have one yet, click **Try it for free** to create it. When you finish, you return to the installation.
>
> If you confirm your account by email, go back to the installation tab and sign in there. If you don't have any agents yet, the screen offers to create one: then connect Pipedrive from the agent's Integrations hub (**From ChatNorris** tab).
>
> **3. Choose the agent**
>
> On the **Connect Pipedrive** screen, choose the agent that will send its contacts to Pipedrive and click **Connect**.
>
> **4. Accept the permissions**
>
> Pipedrive shows you the permissions ChatNorris requests (see [Permissions](#permissions)). Accept them to continue. You return to ChatNorris with the connection active.

> [!TIP]
>
> Have several agents? Repeat the connection for each one. They can use the same Pipedrive account or different accounts.

## Configure the Action

Connecting Pipedrive doesn't send anything yet. To choose what the agent does in your CRM:

**1. Create the Pipedrive Action**

Go to `My agents → [your agent] → Actions`, click **New action**, and choose **Pipedrive**.

**2. Choose the capabilities**

Turn on the ones you want (see the table below). Some depend on others: for example, to label the Lead you first have to create it.

**3. Turn on the Action and save**

From then on, every confirmed contact from this agent reaches Pipedrive.

| Capability | What it does in Pipedrive |
| - | - |
| **Sync person** | Looks up the person by email or phone and creates them if they don't exist. If they already exist, it only fills in a missing email or phone: it never overwrites your data. |
| **Sync company** | If the visitor gave their company (for example, in the Lead Form's **Company** field), it looks it up as an organization by its exact name and creates it if it doesn't exist. It links it to the Lead and to the person, only if the person had no other organization. |
| **Create Lead** | Creates a Lead in the Leads Inbox, linked to the person. One for each ChatNorris lead. You can change the title; `{name}` is replaced with the visitor's name. |
| **Label the Lead** | Adds a label to the Lead (**ChatNorris** by default) so you can filter it. If the label doesn't exist, it's created. |
| **Conversation note** | Adds a note to the Lead with the channel and the link to the conversation in ChatNorris. |
| **AI summary** | Adds to the note a summary of what the visitor is looking for. Uses 1 AI credit per lead, only when it has to be generated. |
| **Assign owner** | Assigns each new Lead always to the same salesperson or in rotation among several. Without this, the owner is the Pipedrive user who connected the account. |
| **Follow-up on human handoff** | When the agent hands the conversation off to someone on your team, it creates a call or a task on the Lead, with the case summary and the due date you choose. |
| **Log booked meetings** | When the visitor books an appointment with Google Calendar, Encuadrado, or AgendaPro, it logs it on the Lead as a **Meeting** activity with its date and time. |

> [!NOTE]
>
> ChatNorris only creates and fills in data: it never deletes people, organizations, or Leads, and it doesn't read your deals, emails, or products. If the same visitor writes again, nothing is duplicated: the agent recognizes the person and the Lead it already created.

## Permissions

When you install, Pipedrive asks you to accept these permissions for ChatNorris:

| Pipedrive permission | What ChatNorris uses it for |
| - | - |
| Contacts (`contacts:full`) | Create and fill in people and organizations, and add notes. |
| Leads (`leads:full`) | Create Leads and Lead labels. |
| Search (`search:read`) | Look up people by email or phone and organizations by name, to avoid duplicating them. |
| Activities (`activities:full`) | Create follow-up activities and meetings. |
| Users (`users:read`) | List the users in your account so you can choose the Leads' owner. |

## Disconnect or uninstall

You can cut the connection from either side:

* **From ChatNorris:** in `My agents → [your agent] → Integrations → Pipedrive`, click **Disconnect**. The Pipedrive Action turns off and keeps its configuration.
* **From Pipedrive:** in your account settings, open the list of installed apps and uninstall ChatNorris. ChatNorris receives the notice and marks the connection as expired on every agent that used it.

What was already created in Pipedrive (people, organizations, Leads, notes, and activities) stays in your account. To send contacts again, connect Pipedrive again and turn on the Action.

## Frequently asked questions

> [accordion] Why did two leads end up on the same person?
>
> The agent identifies the person by email or phone, not by name. If two conversations leave the same email or phone, both Leads are linked to the same person, even if the name written is different. This way we avoid duplicate people in your CRM.

> [accordion] The Lead has no organization
>
> Check that the **Sync company** capability is on and that the visitor gave their company, for example in a **Company** field of the Lead Form. Without a company, the Lead is still created, with just the person.

> [accordion] The booked meeting doesn't appear on the Lead
>
> Check that **Log booked meetings** is on. Only appointments from Google Calendar, Encuadrado, and AgendaPro are logged; Cal.com and Calendly don't notify ChatNorris of the booking.

> [accordion] The integration shows as Needs attention
>
> Pipedrive stopped accepting the access: for example, because the app was uninstalled or because the connection went unused for more than 60 days. Reconnect Pipedrive from the Integrations hub.

> [accordion] Does connecting Pipedrive use credits?
>
> No. Only the **AI summary** uses 1 AI credit per lead, and only when the summary didn't already exist in ChatNorris.

## Support

Need help with the installation? Write to us at [hola@chatnorris.ai](mailto:hola@chatnorris.ai).


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