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Pipedrive

Send the leads your agents capture straight into Pipedrive. When a visitor is captured (see Lead Capture), ChatterMate creates or updates the matching person — deduplicated by email — links them to their organization, opens a lead, and attaches the AI qualification summary as a note. It’s a one-way push (ChatterMate → Pipedrive). Nothing is read back or overwritten in ChatterMate.
On ChatterMate Cloud, CRM Sync is a Pro feature. Self-hosted deployments have it built in — you just register your own Pipedrive app (see Self-hosted setup).

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What gets pushed

Repeat captures of the same email update the existing person instead of creating duplicates, and ChatterMate won’t open a second lead if the person already has one open — so a returning visitor never spams your leads inbox.

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Connecting Pipedrive (Cloud)

Go to Settings → Integrations, find the CRM section, and:
  1. Click Connect on the Pipedrive card.
  2. Authorize ChatterMate in Pipedrive’s OAuth screen.
  3. You’re returned to the Integrations page and the card shows Connected with your company name.
One Pipedrive account connects to one ChatterMate organization. Connecting requires the Manage Organization permission.

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Turning on sync for an agent

Connecting Pipedrive doesn’t move any leads on its own — you choose per agent which CRM its captured leads go to. Open an agent → Lead Capture tab → Sync to CRM → Pipedrive. Every lead that agent captures is then queued for Pipedrive automatically.
The agent’s selection is respected on automatic sync — a lead only goes to the CRM you picked for that agent. If you pick Pipedrive before connecting it, the choice is saved and syncing starts once you connect.

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Manual “Sync now” for a person

Open People, select a person, and use Sync to CRM in the detail drawer to push them on demand. This sends them to every connected CRM and shows where they’ve already been synced, with a link to the created record. Use it to backfill people captured before Pipedrive was connected.

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Failure handling

CRM problems never interrupt a conversation. Syncs run in the background and retry with backoff:
  • Not connected — no lead is queued; the agent’s Lead Capture tab shows an inline warning.
  • Temporary errors (rate limits, network) — retried automatically.
  • Expired connection — the Pipedrive card shows Reconnect; reconnecting automatically re-queues leads that failed while it was down.
  • Permanent failures — surfaced as a recent-failure count on the card.

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Self-hosted setup

Self-hosted ChatterMate has CRM Sync built in with no plan restriction — you bring your own Pipedrive app so tokens stay in your infrastructure.

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1. Register a Pipedrive app

Create an app in the Pipedrive Developer Hub:
  • Callback URL: https://<your-backend-domain>/api/v1/crm/pipedrive/callback
  • Scopes: contacts:full, leads:full, search:read
The callback URL is derived from your BACKEND_URL, so make sure that’s set to your public backend origin. Copy the app’s Client ID and Client Secret.

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2. Set the credentials

Add to backend/.env:

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3. Run the sync worker

CRM pushes are processed by a dedicated worker. Add it to your Compose stack alongside the backend:
The worker polls a database queue — no Celery or extra broker needed. It also runs a periodic token-refresh sweep so idle Pipedrive connections don’t lapse (Pipedrive refresh tokens expire after 60 idle days). The same worker handles HubSpot too.
Once the credentials are set and the worker is running, connect and configure exactly as in the Cloud sections above — the Pipedrive card appears on Settings → Integrations automatically.