Pipedrive - Call Enrichment

By connecting to your Pipedrive account, the assistant can access contextual information about callers, enabling more personalized and effective interactions.

Configuration

To set up Pipedrive integration:

Set the URL

Enter this url: https://COMPANYDOMAIN.pipedrive.com/api/v2/persons/search?fields=phone

Replace COMPANYDOMAIN with your actual company domain. You can find your company domain by following the instructions here.

Set the "Property to filter"

Enter term as the field that will be used to match and retrieve relevant caller information.

Set the headers

Key: x-api-token
Value: APITOKEN

Replace APITOKEN with your real Pipedrive API token.

Test your configuration

Use the "Test Request" feature to verify your integration is working properly. Use a phone number from one of your contacts registered in your Pipedrive account.

Save Configuration

Click "Save" to finalize your Pipedrive integration settings.

Call Enrichment with Pipedrive

Pipedrive - Call Enrichment

Configuration#

Configuration