Pipedrive
Add a bot to Pipedrive using the official integration.
The official Pipedrive integration allows your bot to create, update and search for Pipedrive contacts.
Setup
You will need:
Install the integration in Botpress
First, install the integration to your bot:
- In Botpress Studio, select Explore Hub in the upper-right corner.
- Search for the Pipedrive integration, then select Install Integration.
In the Configuration menu, you should see one field: API Key. Leave it empty for now—you’ll come back to it after creating your Pipedrive API key.
Create a Pipedrive API key
Next, create a Pipedrive API key:
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The API key will inherit the permissions of whatever user you’re logging in as. Because of this, we recommend using a dedicated Pipedrive user account for the API key.
This makes it easier to maintain the right permissions for the integration, or to rotate the key if it becomes compromised.
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Open the My Account menu in the upper-right corner, then select Personal preferences.
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Navigate to the API tab. You should see your personal API key—copy it.
If you don’t have an API key, select Generate new token.
Your Pipedrive integration is ready. You can use the integration’s Cards to interact with your Pipedrive contacts.
Cards
Add Person
Add a person in Pipedrive
inputobjectoutputobjectFind Person
Search for a person in Pipedrive
inputobjectoutputobjectUpdate Person
Update a person in Pipedrive
inputobjectoutputobjectTriggers
Troubleshooting
If you run into errors when using the integration’s Cards, check out your bot’s Logs and locate the error message:
(Field) must be (data type)
(Field) must be (data type)
Usually this means:
- Not all the Card’s required input fields were filled
- One of the fields contained invalid data
Double-check the input fields and try again. If you’re letting your bot fill the input fields automatically based on context, make sure it’s providing input that conforms to the Card’s expected format.
An unexpected error occurred
An unexpected error occurred
This could mean a few things:
- Your Pipedrive API key may have been revoked. Create a new one and update your bot’s configuration.
- Your API key may belong to a user that doesn’t have permission to perform the Card’s action. We recommend creating a dedicated Pipedrive user account for the API key and ensuring it has the necessary permissions for the Cards you want to use.
- You may have exceeded Pipedrive’s API rate limit. Wait and retry according to Pipedrive’s documentation.
You can also consult Pipedrive’s error code reference for further troubleshooting.