> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ryvo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Pipedrive

> Connect your Pipedrive so your agent can log people, open leads and deals, and schedule the follow-up.

Pipedrive lives on the pipeline, and connecting it makes the pipeline move on its own during the call. Your agent checks whether the person already exists, creates them if not, opens the lead or the deal depending on how far along the intent is, and schedules the follow-up activity.

It is the CRM integration with the most curated actions after GoHighLevel, and the one that best separates "there is interest" from "there is a sale coming".

## What you need first

* A **Pipedrive** account with permission to create persons, leads, deals and activities.
* The **Starter** plan or higher in Ryvo, with the Engine module active.
* Know which pipeline new deals should enter: Pipedrive sends them to your account's default pipeline.

## How to connect it

<Steps>
  <Step title="Open Settings › Integrations">
    In the portal, go to **Settings** and then **Integrations**. Find the **Pipedrive** card.
  </Step>

  <Step title="Click Connect app">
    Pipedrive's authorization screen opens in a new window. Meanwhile the card shows **In progress**.
  </Step>

  <Step title="Pick the company and authorize">
    Select the Pipedrive account your agent should write to and accept the permissions.
  </Step>

  <Step title="Come back to Ryvo">
    You land back on the Integrations screen on your own and the card turns to **Connected**. Pipedrive asks nothing else.
  </Step>
</Steps>

## What your agent can do once it is connected

| Action                | What it does in the conversation                                                                              |
| --------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Find person**       | Checks whether the person already exists in the CRM. It is the first thing it does, so it does not duplicate. |
| **Create person**     | Creates the person when the search comes back empty.                                                          |
| **Create lead**       | Opens a lead when there is interest but not yet a deal.                                                       |
| **Create deal**       | Opens a deal in the pipeline when there is real buying intent.                                                |
| **Leave note**        | Saves what matters from the conversation on the person's record.                                              |
| **Schedule activity** | Leaves a follow-up call or meeting scheduled with its date.                                                   |

Actions are turned on one by one from **View actions** and the [**Tools**](/guides/agents/tools) section of the builder, with a cap of **10 integration actions per agent**.

## What to do if something fails

| What you see                                          | What happened                                                                   | What to do                                                                                |
| ----------------------------------------------------- | ------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
| Duplicate persons are created                         | The **Find person** action is off, so the agent creates without searching first | Turn it on in the builder, **Tools** section, alongside **Create person**                 |
| Deals land in the wrong pipeline                      | Pipedrive uses your account's default pipeline                                  | Change the default pipeline in Pipedrive, in your pipeline settings                       |
| **The account stopped responding. Connect it again.** | Someone uninstalled the app from Pipedrive                                      | Click **Reconnect**: Ryvo revokes the old access and opens the authorization from scratch |