> For the complete documentation index, see [llms.txt](https://help.reekolect.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.reekolect.ai/reekolect-resource-center/how-reekolect-works/bot-management/3rd-party-apps-integrations/pipedrive-crm-integration-with-reekolect.md).

# Pipedrive CRM integration with Reekolect

### Use Case

This integration allows you to seamlessly send lead details such as Name, Email, and Phone to the Pipedrive CRM from your Reekolect platform.

### Pre-requisite

To set up this integration, you'll need:

* A Pipedrive domain
* An API Token from Pipedrive

### Steps to Enable the Integration

1. **Get Required 3rd Party Data:**
   * Obtain your API Token from Pipedrive by following [this link](https://pipedrive.readme.io/docs/how-to-find-the-api-token).
2. **Authenticate Your Account:**
   * Enter the required details obtained from the previous step.
   * Proceed to authenticate your account credentials.
3. **Mapping the Variables:**
   * After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Pipedrive CRM.
   * Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.
   * Map these questions to parameters in your Pipedrive CRM. If dropdowns are not available, enter the parameter names manually.
   * Add new variables as needed by clicking the "Add Parameter" button.
   * Click "Save" to activate your integration.
4. **Test Your Integration:**
   * Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

### Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.
2. Click on the 3rd party integrations and select the target integration (Pipedrive).
3. Click on the "Disconnect" button to disconnect.

### Notes

* To test leads, create the chat in an incognito tab to avoid cache issues.
* Ensure you have the proper subscription for the 3rd party to use the APIs.
* Contact the support team if you need further assistance.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.reekolect.ai/reekolect-resource-center/how-reekolect-works/bot-management/3rd-party-apps-integrations/pipedrive-crm-integration-with-reekolect.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.