Connect Pipedrive

Connect Pipedrive and Scalign uses your organization, contact and deal data when it preps you for a meeting and when you ask the assistant about an account. After every sales meeting, it adds a short meeting note to the matching organization in Pipedrive. Nothing else changes in your CRM unless you approve it.

How do I connect Pipedrive to Scalign?

1. In Scalign, go to Settings → Connections.
2. Under CRM, click Connect on the Pipedrive card.
3. Sign in to Pipedrive and allow the requested permissions. You're sent back to Scalign with Pipedrive connected.

What does Scalign do with Pipedrive?

Scalign reads Pipedrive to prep you for meetings, adds a note to the matching organization after every sales meeting, and changes anything else only when you approve it.

• Context. Meeting prep and the assistant read the organization, its contacts and open deals, so you don't have to look them up.
• A note after every sales meeting. Scalign matches the meeting's external attendees to an organization by their email domain and adds a note: a one-line headline, why the meeting happened, the key points, and the agreed next steps. Internal meetings get no note.
• Changes you approve. Ask the assistant to move a deal to another stage, update its value, create an organization or deal, or add a note to an organization or deal. Each change shows an approval step in the app first; nothing is written until you approve.

Can my team share one Pipedrive connection?

Yes, for reading: an admin can share their Pipedrive connection so everyone’s meetings get CRM context. Notes and changes are always written with each person’s own Pipedrive user.

The connection belongs to you: notes and changes are always written with your own Pipedrive user. An admin who connected Pipedrive can turn on Share with the workspace on the Pipedrive card. Scalign then reads Pipedrive context through that connection for everyone's meetings (read-only), so colleagues who haven't connected still get CRM context. Colleagues who want notes written for their own meetings click Connect your own.

What can Scalign access in Pipedrive?

Scalign sees only what your Pipedrive user can see. It asks Pipedrive for:

• deals:full — read deals, and update or create them when you approve an assistant action.
• contacts:full — read people and organizations, and add meeting notes to organizations.
• activities:read — read activities for context.
• search:read — find the organization that matches a meeting's attendees.

How do I disconnect Pipedrive?

On the Pipedrive card under Settings → Connections, click Disconnect. Scalign stops accessing Pipedrive; data already brought into Scalign stays, and you can reconnect any time. If your connection was shared with the workspace, everyone loses the CRM context that came from it. You can also revoke Scalign's access from your Pipedrive settings.

Troubleshooting

• The card says Needs reconnect. Pipedrive stopped accepting Scalign's access (a password change, an expired session or a revoked app). Click Reconnect.
• No note appeared after a meeting. Notes are written for sales meetings with external attendees whose email domain matches an organization in Pipedrive. Check the organization has the right domain (website) in Pipedrive, and that the card doesn't say Needs reconnect.
• The note landed on the wrong organization. Two organizations probably share the attendees' domain. Fix the domain on the one that shouldn't have it.

Still stuck? Email support@scalign.ai.