Pipedrive integration for Founder OS: what it reads and how to connect
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Pipedrive integration
The Pipedrive connector reads your most recently updated deals and the names of the stages they sit in. Founder OS uses them to answer questions about your pipeline: how many deals are open, how many were won lately and what they were worth.
Connected tools are part of Founder OS, which is on Pro Plus. Idea validation is on every plan, including Free. See every tool Founder OS reads.
What Founder OS reads from Pipedrive
- Deals: title, value, currency and status (open, won or lost)
- The stage each deal is in, by name
- Won, lost and expected close dates
What it leaves alone:
- People and organisations
- Activities, notes, emails and files
How much each sync reads
- The 100 most recently updated deals per sync, deleted deals left out. A larger pipeline shows as Partly synced
A sync runs when you connect, once a day after that, and whenever you press Sync.
Where the records are used
- Ask and the decision log: deals that are open, deals won in the last 90 days, and the value of those won, by currency
- Pipedrive deals are not attached to individual customers, because the people on a deal are not read
How to connect Pipedrive
Connect with a key you create:
- Create a separate Pipedrive user for StartupDeckAI with the lowest role that can see deals.
- Sign in as that user, then open Personal preferences, then API.
- Copy the personal API token. It acts with that user's permissions.
Pipedrive documents this kind of key in its own guide, and you connect your account under Pipedrive’s terms.
Access and security
- A personal API token. It acts with the permissions of the Pipedrive user it belongs to, and Pipedrive cannot limit a token to read access, so the safeguard is ours: every request is checked on our server and anything that is not a read is refused before it leaves.
Every request to a connected tool is checked on our server, and anything that is not a read is refused before it leaves. It cannot move money, send a message or change a record. Keys and tokens are encrypted with AES 256 in GCM mode before they are stored, are never shown again, and are kept out of our logs. Disconnecting deletes the key and every record imported from the tool, in one step. For a tool you approved, we also ask the tool to end our access. The security page sets out the rest.
Questions
- Why do the setup steps suggest a separate Pipedrive user?
- A Pipedrive token can do whatever its user can. A user with the lowest role that can see deals limits what the token could ever reach, on top of our own rule that only reads are sent.
- Are Pipedrive deals matched to customers?
- No. A deal is matched to a customer through the people on it, and this connector reads deals only.
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Connect Pipedrive to Founder OS
Founder OS reads the tools your company runs on and keeps your figures, notes and decisions in one place. It is part of Pro Plus.
See Founder OS