Connecting Pipedrive
This article describes how to connect Pipedrive CRM to LightLead.
Prerequisites
An active CRM account
Admin rights or access to API settings
A stable internet connection
Step 1. Get an API Key
Pipedrive requires a personal API token from Settings → Personal Settings → API. The token must have access to all entities. You also need to provide your company domain (e.g., company.pipedrive.com).
Step 2. Add the Connection in LightLead
Go to the Integrations section in LightLead.
Click Add Connection and select Pipedrive.
Enter the API key and other required parameters.
Click Connect.
Step 3. Verify the Connection
After a successful connection, LightLead automatically runs initial discovery:
Loads the list of available entities
Retrieves standard and custom fields
Loads pipelines and statuses
Verifies permissions
The connection status appears in the integrations list. A green indicator means the connection is successful.
Step 4. Configure Sync
After connecting, configure sync parameters:
Sync interval: choose how often data auto-refreshes
Entity selection: choose which entities to sync
Data depth: configure the historical data period to load
Possible Issues
| Issue | Solution |
|---|---|
| Authentication error | Check that the API key is correct and hasn't expired |
| Permission error | Make sure the key has sufficient permissions |
| Connection timeout | Check your internet connection stability |
| Empty data | Wait for the initial sync to complete |
Next Steps
Permissions — detailed info on required permissions
Entities & Fields — description of available entities and fields