Revspire Resources

Pipedrive Connection

The Pipedrive integration connects Revspire with your Pipedrive company for organization and user workflows.

Where to Configure

  • Service user (org-level): Setup > Deal Room > CRM Integration
  • User connection (per-user): Main > Settings > Connection

Step 1: Service User Connection (Required First)

  1. Go to Setup > Deal Room > CRM Integration.
  2. Select CRM: Pipedrive.
  3. Set Connection Name.
  4. Select Environment if shown.
  5. Click Connect and approve access in Pipedrive.
  6. Confirm status = Connected.

Copy Box: Service User Values

CRM: Pipedrive
Connection Name: revspire-{org_slug}-pipedrive-svc-prod
Environment: Production
Expected Status: Connected

Step 2: User Connection

  1. Go to Main > Settings > Connection.
  2. Click + Add Connection.
  3. Select CRM: Pipedrive.
  4. Set Connection Name.
  5. Optional: enable Set as Primary.
  6. Complete Pipedrive authorization.

Copy Box: User Connection Values

CRM: Pipedrive
Connection Name: revspire-pipedrive-{user_email}
Set as Primary: true (recommended)
Expected Status: Active / Connected

Pipedrive Admin Prerequisite

If your company requires app installation approval in Pipedrive Marketplace, complete that first.

Troubleshooting

  • If install flow returns but status is not connected, reconnect from Revspire once.
  • If users are redirected to install repeatedly, verify app approval at company level.
  • If actions fail for one user, check their per-user connection status and primary flag.