Skip to main content
SuperBot
Start free

Pipedrive integration · CRM

Put every chat lead in Pipedrive.

SuperBot connects to Pipedrive with your personal API token. Each event it sends creates a person in Pipedrive with the visitor's name, email, and phone, so a lead from chat is ready to attach to a deal.

  • Personal API token
  • SuperBot → Pipedrive (persons, write)
  • Free, Starter & Pro
On this page
  1. 01How it works
  2. 02What gets sent
  3. 03Set it up
  4. 04Permissions & privacy
  5. 05Use cases

How the Pipedrive integration works

Pipedrive receives a new person for every event you select. SuperBot does not look up existing people first, so the event choice matters: selecting only “New lead captured” gives you one person per lead instead of one per conversation.

If a visitor gave no name, SuperBot uses their email as the person's name, and falls back to “Chat lead” when neither is known. Deals, activities, and organizations are left untouched.

  • New lead captured
  • Form submitted
  • New conversation started
  • Conversation escalated to a human

Highlighted: the events most teams keep for this connector. You choose per connection.

What gets sent

From SuperBotIn Pipedrive
Name (or email, or “Chat lead”)name
Emailemails (primary, label work)
Phonephones (primary, label work)

Connect Pipedrive to SuperBot

  1. In Pipedrive, open Settings → Personal preferences → API and copy your personal API token.
  2. In SuperBot, open Dashboard → Integrations, find Pipedrive, and select Connect.
  3. Paste the token into “API token”.
  4. Under “Send these events”, untick everything except “New lead captured” unless you want a person for every conversation.
  5. Select “Connect & verify”. SuperBot checks the token against Pipedrive's current-user endpoint before saving.
  6. Use “Send test” to create a sample person (Test Lead), check it in Pipedrive, then delete it.

Don't have a workspace yet? Sign up free — no card needed — then open Dashboard → Integrations.

Permissions and privacy

  • A personal API token acts as your Pipedrive user, so SuperBot creates people with that user's access. It only ever calls the “current user” and “create person” endpoints.
  • The token is encrypted before storage and is never returned to the browser or shown in the delivery summary.
  • Only name, email, and phone are sent — no transcript, no company, no message.
  • Disconnect deletes the stored token; regenerating the token in Pipedrive also cuts access.

What teams use Pipedrive with SuperBot for

  • Qualify in chat, close in Pipedrive

    SuperBot answers product questions and captures contact details; your reps pick the person up in Pipedrive and open a deal.

  • A lead list that fills itself

    Chat leads arrive as people with a working email and phone, with no copy-paste from the SuperBot inbox.

  • Small teams, simple setup

    One pasted token, no OAuth app and no admin approval — suited to founder-led sales on Pipedrive.

FAQ

Pipedrive integration questions, answered.

Ready to try it? Start free or compare plans. Every integration is on every plan.

Does SuperBot create deals in Pipedrive?

No. It creates a person. You decide in Pipedrive whether that person gets a deal.

Will I get duplicate people?

SuperBot does not search for existing people before creating one. Select only “New lead captured” to keep it to one person per captured lead.

What if the visitor gave no email?

Pipedrive still gets a person, named after the visitor, or “Chat lead” if no name was given. Email and phone are added only when present.

Where do I find my Pipedrive API token?

In Pipedrive under Settings → Personal preferences → API. Paste it into the Pipedrive connector in SuperBot's dashboard.