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Pipedrive

Prefer guided AI setup?

Instead of following these steps manually, you can use the AI Credential Assistant — describe what you want to connect and the AI will walk you through the setup step by step, tailored to your account.

Overview​

Connect your Pipedrive account to Nirvai to manage deals, contacts, activities, and sales pipeline workflows.

Supported Authentication Methods​

  • API Token - Personal API token for your account

Prerequisites​

  • A Pipedrive account (free trial or paid)
  • Access to the company you want to connect

Setup Instructions​

Getting Your API Token​

  1. Log in to your Pipedrive account
  2. Click your profile picture (top-right)
  3. Go to Personal preferences
  4. Select API tab
  5. Your personal API token is displayed
  6. Copy the token
  7. In Nirvai, create a new Pipedrive credential and paste the token

API Token Location (Alternative Path)​

You can also find your API token at:

Settings > Personal preferences > API

Or directly via URL:

https://app.pipedrive.com/settings/api

Token Permissions​

Your API token has the same permissions as your Pipedrive user account:

  • Admin users have full API access
  • Regular users have access limited to their role permissions
  • Access is scoped to your company

Company API Rate Limits​

Pipedrive enforces rate limits per company:

PlanRate Limit
Essential80 requests/2 seconds
Advanced100 requests/2 seconds
Professional200 requests/2 seconds
EnterpriseCustom

Troubleshooting​

Common Issues​

  • 401 Unauthorized: Token is invalid. Regenerate from Personal preferences > API.
  • 403 Forbidden: Your user role doesn't have permission for the requested action.
  • 404 Not Found: Resource doesn't exist or you don't have access.
  • 429 Too Many Requests: Rate limit exceeded. Implement backoff.

Regenerating Your Token​

If your token is compromised:

  1. Go to Personal preferences > API
  2. Click Generate new token
  3. Update your integration with the new token
  4. The old token is immediately invalidated

Multiple Companies​

If you have access to multiple Pipedrive companies:

  • Each company has its own API token
  • Tokens are specific to one company
  • Switch companies in the UI before copying the token

Security Best Practices​

  • Never share your API token publicly
  • Don't commit tokens to version control
  • Regenerate tokens periodically
  • Consider using OAuth2 for multi-user applications

Adapted for Nirvai platform

Next Steps​

Got your credential? Connect it to an agent

Use the AI Tool Creator to turn this credential into agent-callable tools. Describe what your agent should be able to do and the AI investigates the API, configures the endpoints, and gives you a reviewable toolkit before saving anything.