Connecting Pipedrive

Pipedrive uses personal API tokens — each user in your Pipedrive account has one, scoped to their own permissions. Connecting Anexus takes about 90 seconds.

Before you start

• Any Pipedrive plan, free trial included.
• The token is scoped to your Pipedrive user, so the contacts will be created by you and inherit your permissions. If you're the admin, that's everything.

Step 1 — Get your Pipedrive token

Step 2 — Find your company domain

The URL you use to log in to Pipedrive looks like https://yourcompany.pipedrive.com. The part before .pipedrive.com is your company domain — for the example above that would be yourcompany.pipedrive.com.

Step 3 — Paste both into Anexus

What syncs to Pipedrive

Every captured contact becomes a Pipedrive Person with:

• Name (combined from first + last)
• Email (marked as primary, label "work")
• Phone (if provided)
• Organization name (if provided)
• Job title (if provided)

We look up existing Persons by email first — same person submitting your form twice updates the existing Person rather than creating a duplicate.

For backlog: click Sync past contacts on the Pipedrive card to push everything captured before the connection in 50-Person batches.

If something goes wrong

"Pipedrive rejected the token (check the company domain too)"

Two things to check:

• Token typo — re-copy from Pipedrive's Personal preferences → API screen.
• Wrong company domain — it should be just yourcompany.pipedrive.com, not the full URL with https:// or any path. Look at the URL bar when you're logged into Pipedrive.

Contacts not appearing

Open Pipedrive's Contacts → People view. New contacts go there. Filter by "Recently added" or sort by Date Added (descending) to find them.

How to disconnect

Click Disconnect in Anexus. To also revoke the token from Pipedrive's side, you'd need to regenerate it: Personal preferences → API → Regenerate token. The old token immediately becomes invalid.

What's next

• Back to all CRM integrations
• Managing contacts inside Anexus