Connect Pipedrive to Elido

The Pipedrive integration creates deals and updates their stage when Elido fires a conversion event or a link crosses a click threshold. API-token based — no OAuth, no app registration.

Get your Pipedrive API token#

1. Log into Pipedrive.
2. Click your avatar → Personal preferences → API.
3. Copy the token shown. It's a 40-character hex string. Don't confuse it with an OAuth client secret — this is the personal token tied to your account.

Anyone who has this token can create and edit deals under your Pipedrive user. Use a dedicated Pipedrive user ("Elido bot") if you'd prefer that activity to be separate from a real person's account.

Configure in Elido#

1. Go to Dashboard → Webhooks → Add Pipedrive.
2. Paste the API token. Click Fetch pipelines — Elido queries the Pipedrive API and lists every pipeline your account can see.
3. Select the target pipeline and the default deal stage for new deals.
4. (Optional) Select an owner user for auto-created deals.
5. Click Save.

Set up triggers#

In Dashboard → Webhooks → Pipedrive → Triggers, configure what fires a Pipedrive action:

• Conversion recorded → creates a new deal. The deal title is set to the link slug and the UTM campaign if present (e.g. spring-2026 / newsletter). The value field is populated from the conversion's declared value and currency.
• Threshold exceeded → moves an existing deal to the next stage. Elido matches by the link's click_id stored on the deal's custom field (you'll set this up in step 3 below).
• Scan failure → creates a deal with a "Needs review" label. Use this if a flagged link is a sales asset that needs manual follow-up.

Add the click_id custom field (for threshold trigger)#

For the threshold-to-stage movement to work, Pipedrive needs to store the Elido click_id on the deal so Elido can look it up later.

1. In Pipedrive, go to Settings → Data fields → Deals → Add custom field.
2. Type: Text, label: Elido Click ID.
3. Copy the field key (Pipedrive shows it in the field list, e.g. 8b2a4c...).
4. Paste it in Dashboard → Webhooks → Pipedrive → Click ID field key.

What doesn't sync#

• Historical deals — Elido only creates deals from events that happen after you connect.
• Pipedrive → Elido — outbound only. Deal stage changes in Pipedrive don't affect Elido links.

Troubleshooting#

"401 Unauthorized" — The API token is wrong. Confirm it by calling https://api.pipedrive.com/v1/users/me?api_token=TOKEN in a browser. If you see your user profile, the token is valid.

Pipeline not in the list — Your Pipedrive user may not have access to that pipeline. Pipedrive's visibility settings can restrict pipeline access by team. Check with your Pipedrive admin.

Deals created with no owner — If the owner field is blank in Elido's config, deals default to the user whose API token you used. Set an explicit owner if you want deals assigned elsewhere.

Duplicate deals — Each conversion event creates one deal. If you're seeing duplicates, check whether the same Elido workspace is configured with two Pipedrive connections (rare but possible if you've re-added the integration).