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Connect Pipedrive

How to connect your Pipedrive account with Vita-Drive.Ai.

Connect Organization (Owner)​

As the organization owner, connect your company's Pipedrive account:

  1. Navigate to Pipedrive in the sidebar
  2. In the Organization section, enter your Pipedrive API Token
  3. Click Connect

Vita-Drive.Ai will automatically register webhooks and start monitoring your deals.

Finding your API Token​

To find your personal API token in Pipedrive:

  1. Click your user icon in the top right corner of Pipedrive
  2. Select Personal Preferences
  3. Switch to the API tab
  4. You will find your personal API token there — copy it and paste it into Vita-Drive.Ai

Reconnect Webhooks​

Pipedrive automatically deactivates webhooks after 3 days without successful delivery. If your automation stops responding to new activities, you can recreate the webhooks without losing your running automations:

  1. Click Reconnect webhooks
  2. Vita-Drive.Ai will delete the old webhooks and register new ones

All existing deal states and scheduled follow-ups are preserved.

Disconnecting​

caution

Disconnecting will permanently delete all automation data (deal states, scheduled follow-ups). If you only want to recreate the webhooks, use Reconnect webhooks instead.

Click Disconnect to fully remove the connection.

Pipedrive paused​

If Pipedrive refuses the organization's API token, for instance because it was regenerated or its user was deactivated, Vita-Drive.Ai pauses everything that works with Pipedrive instead of failing on every run:

  • Follow-ups wait. They carry on once the connection is renewed, overdue ones within your business hours.
  • Changes from Pipedrive (webhooks) are kept and processed in their order afterwards. Only then do the follow-ups carry on, so that an activity marked done in the meantime stops its follow-up first.
  • A customer reply stops its follow-up as usual. The "VT Bearbeiten" task in Pipedrive is not created for replies in that time.
  • Manual scan, manual start, style profile, reconnect webhooks and create draft in the Pipedrive panel report that Pipedrive is paused.

The Pipedrive page shows since when the pause has lasted; the dashboard and the automation page show a notice. Every owner gets one push notification.

To lift the pause:

  1. Open Pipedrive in the sidebar.
  2. As an owner, enter a valid API token in the notice and click Reconnect.

Vita-Drive.Ai also checks every 15 minutes whether Pipedrive accepts the stored token again, and then lifts the pause itself.

Personal Connection​

Each user also connects their personal Pipedrive account:

  1. In the Personal Connection section, enter your own API token
  2. Click Connect

Your Pipedrive account must belong to the same workspace as the organization.

Follow-ups inside the deal​

Once the connection is set up, you can read and send follow-ups from the Pipedrive deal without going through Vita-Drive.Ai. See Reviewing a follow-up inside the deal.