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

# Pipedrive CRM Integration Setup Guide for Clodura.AI

> Connect Pipedrive to Clodura.AI using your Personal API Token, map company and contact fields, then push prospects into Pipedrive people and organizations.

Clodura.AI's Pipedrive integration lets you push qualified prospects and their associated organization data from Clodura.AI's People Search directly into Pipedrive — without exporting to CSV first. The connection is established using your Pipedrive **Personal API Token**, which you copy from your Pipedrive account and paste into Clodura.AI's settings. The full setup follows three sequential steps: **API Configuration**, **Field Mapping**, and **Activation**.

## Prerequisites

Before you start, make sure you have:

* An active Clodura.AI account with CRM integration access.
* A Pipedrive account. If you don't have one, you can register at [pipedrive.com/en/register](https://www.pipedrive.com/en/register). Both trial and paid Pipedrive accounts provide access to API tokens.
* Your Pipedrive **Personal API Token** (retrieved in Step 1 below).

## Step 1 — Retrieve Your Pipedrive API Token

Pipedrive generates a unique Personal API Token for every account. You need this token to authenticate Clodura.AI's connection to your Pipedrive workspace.

<Steps>
  <Step title="Log in to Pipedrive">
    Go to your Pipedrive account and sign in. If you are a new user, complete the registration flow: add your company details, select your industry, and click **Start using Pipedrive** to reach the dashboard.
  </Step>

  <Step title="Open Personal Preferences">
    Click the **arrow icon** or your **username/profile picture** in the top-right corner of the Pipedrive dashboard. Select **Settings** from the dropdown menu.
  </Step>

  <Step title="Go to the API tab">
    In the Settings sidebar, navigate to **Personal Preferences**. Click the **API** tab.
  </Step>

  <Step title="Copy your API Token">
    Your **Personal API Token** is displayed in this section. Click the **Copy** button next to the token to capture it to your clipboard.
  </Step>
</Steps>

<Tip>
  Keep this token secure. Anyone with your API token can read and write data to your Pipedrive account. If you suspect it has been compromised, regenerate it from the same API tab in Pipedrive settings.
</Tip>

## Step 2 — Configure the API Connection in Clodura.AI

<Steps>
  <Step title="Open CRM Integration settings">
    In Clodura.AI, go to **Settings → CRM Integration**. You will see a card for each supported CRM.
  </Step>

  <Step title="Open the Pipedrive Setting modal">
    Locate the **Pipedrive** card, which initially shows **Disconnected** status. Click the **Setting** button. The **Pipedrive API Token** modal appears.
  </Step>

  <Step title="Paste your API Token">
    Paste the Personal API Token you copied from Pipedrive into the **API Token** field.
  </Step>

  <Step title="Save and test the connection">
    Click **Update** (or **Save and Test Connection**). Clodura.AI verifies the token against Pipedrive's API. Upon a successful connection, the modal closes and the Pipedrive card status updates to **Connected**.
  </Step>
</Steps>

## Step 3 — Map Fields

Field mapping defines how Clodura.AI data fields align with Pipedrive's people and organization properties. You configure two tabs: **Company Fields** (Pipedrive organizations) and **Contact Fields** (Pipedrive people).

Click the **Mapping** button on the Pipedrive card to open the Field Mapping modal.

### Company Fields → Pipedrive Organizations

The **Company Fields** tab maps organization-level attributes:

| Clodura.AI Field    | Pipedrive Organization Field |
| ------------------- | ---------------------------- |
| Company Name        | Organization Name            |
| LinkedIn URL        | LinkedIn Company Page        |
| Company Description | Description                  |
| Number of Employees | Number of Employees          |
| Industry            | Industry                     |
| Website             | Website URL                  |
| Founded             | Year Founded                 |
| City                | City                         |
| State               | State/Region                 |
| Country             | Country/Region               |

### Contact Fields → Pipedrive People

Click **Next** to move to the **Contact Fields** tab. These fields populate Pipedrive person records:

| Clodura.AI Field    | Pipedrive People Field |
| ------------------- | ---------------------- |
| First Name          | First Name             |
| Last Name           | Last Name              |
| Job Title           | Job Title              |
| Email               | Email                  |
| LinkedIn Profile    | Select One             |
| Mobile Phone Number | Mobile Phone Number    |
| City                | City                   |
| State               | State/Region           |
| Country             | Country/Region         |

<Warning>
  **Company Name**, **Name** (First + Last), and **Email** are mandatory destination fields — you must map them before saving. No two Clodura.AI source fields may be mapped to the same Pipedrive destination field. Custom field mapping is not supported.
</Warning>

Modal navigation controls:

* **Next** — move from Company Fields to Contact Fields.
* **Back** — return to Company Fields.
* **Reset** — restore all fields in the current tab to their defaults.
* **Save** — save the mapping and close the modal.
* **Close** — exit without saving.

After a successful save, Clodura.AI confirms the field mapping with a pop-up notification. Click **Ok** to dismiss it.

## Step 4 — Enable the Integration

Return to the Pipedrive card in **Settings → CRM Integration** and switch the **Enable** toggle to **ON** to activate data exports. The card will now display:

* **Status Tag** — **Connected** (green checkmark) or **Disconnected**.
* **Setting** button — update your API token if needed.
* **Mapping** button — adjust your field mapping at any time.
* **Enable Toggle** — turn the integration on or off without losing your configuration.

## Pushing Contacts to Pipedrive

Once the integration is enabled, the **Export To CRM** button becomes available in Clodura.AI's People Search results.

### Export from People Search

<Steps>
  <Step title="Search for contacts">
    Run a people search in Clodura.AI and review the results grid.
  </Step>

  <Step title="Select contacts">
    Check the boxes next to one or more contacts you want to send to Pipedrive.
  </Step>

  <Step title="Click Export To CRM">
    Click **Export To CRM**. The **Export To Pipedrive CRM** modal appears, confirming how many contacts you have selected and noting that each contact's company will also be added.
  </Step>

  <Step title="Assign an owner">
    Use the **Assign To** dropdown to select the Pipedrive user who will own the newly created person and organization records.
  </Step>

  <Step title="Confirm the export">
    Click **Ok** to start the transfer. Click **Close** to cancel.
  </Step>
</Steps>

### Export from Companies Search

You can also push companies and their contacts from the **Companies** module:

<Steps>
  <Step title="Select companies">
    In the Companies module, select the target organizations using the checkboxes.
  </Step>

  <Step title="Click Add/Update to Pipedrive">
    Click **Add/Update to Pipedrive**. A dropdown menu offers two options:

    * **Preferred Contacts** — sends only the key decision-maker contacts for each company, based on seniority-level preferences.
    * **All Contacts** — sends every contact associated with each selected company.
  </Step>
</Steps>

You can also click **Show Contacts** to preview the contacts linked to selected companies before exporting, or use the **person icon** on any company row to open that company's contact list and export individual records directly.

## Export Confirmation and Verification

After the export finishes, Clodura.AI notifies you through two channels:

<CardGroup cols={2}>
  <Card title="In-App Notification" icon="bell" href="/docs/integrations/pipedrive#export-confirmation-and-verification">
    A notification appears inside Clodura.AI confirming the successful transfer.
  </Card>

  <Card title="Email Notification" icon="envelope" href="/docs/integrations/pipedrive#export-confirmation-and-verification">
    An email confirmation is sent to your registered address once the records land in Pipedrive.
  </Card>
</CardGroup>

Log in to Pipedrive and check the **People** and **Organizations** modules to verify the newly added records. The records will reflect the field values defined in your mapping configuration.

<Info>
  Exporting the same contacts to Pipedrive more than once counts as a **single download-credit usage** in Clodura.AI. Use the **Exclude Exported Contacts** advanced filter before running additional exports to avoid sending the same records to Pipedrive again.
</Info>