Pipedrive integration
How to connect Pipedrive CRM with the sipgate App for automatic synchronization of contacts and call activities.
Pipedrive is a sales pipeline management tool. It organizes leads so that you always have a clear overview of sales.
With sipgate, you make calls directly in Pipedrive and use your contacts in the sipgate app. This way, you always see who is calling and do not have to switch between different tools.
After you have connected sipgate and Pipedrive, your contacts are synchronized automatically. All changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Pipedrive. sipgate also updates all call activities for your contacts in Pipedrive. This way, you are always up to date and know when you called which of your contacts and what you noted about your conversation.
Integration of Pipedrive in the sipgate app:
Select integration
In the sipgate app, click the gear icon on the left and select the item "Integrations".
Under the item Integrations look for the entry Pipedrive and click the button Connect with Pipedrive. 
Log in to Pipedrive
Log in to your Pipedrive instance.
Confirm connection
Then agree to the exchange between the apps. This means you have successfully connected Pipedrive and the sipgate app.
Tip: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.
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How can I set up Click2Dial between the sipgate app and Pipedrive?
Click on the three-dot menu in the bottom left of Pipedrive and then on Automations. Then click on Calls / Phone Calls. As the default app for making calls, select Default call handler - tel:[number]. Only with this method can the call be started via the sipgate app. In the operating system settings, specify that the sipgate app should be used for such click-to-call calls.
Set up Click2Dial for Windows Go to Settings and follow the path: Default apps ➔ Defaults by link type ➔ URL:tel ➔ sipgate.
Set up Click2Dial for Mac Follow the path: FaceTime ➔ Settings ➔ General ➔ Default for calls ➔ sipgate.
Log notes on a contact and/or deal
In principle, users can log notes about a conversation in Pipedrive during the call or within 10 seconds after the call via the call list.
Important: A subsequent creation of notes via the call list is not possible.
Call logging during the call (recommended) Answer a call in the sipgate app and go to the Call log.
Write a note and use the plus icon to select whether it should be logged with a contact and/or a deal.
In the next step, you can choose whether you want to add this note to a contact and/or a deal.
If you want to access this note in Pipedrive, go to Contacts ➔ Notes or Deals ➔ Open note or deal ➔ History.
Important: If you want to attach the notes to the deals, only open deals will be shown.
Call logging without note
If an incoming call was missed or an outgoing call was rejected, it can also be logged automatically in Pipedrive without a note. To do this, change the following settings in the sipgate app:
open sipgate app ➔ settings ➔ Integrations ➔ Pipedrive: set logging to 0s
Errors and solutions
Error: Pipedrive is connected, loading contacts does not work
Error: Pipedrive is connected, loading contacts does not work Pipedrive Bridge: Error fetching contacts Cannot read properties of null (reading 'map')\
Cause: missing permission to load contacts Solution: adjust user permissions
You can find more information on the Pipedrive help page
Error: Scope and URL mismatch (403)
Pipedrive Bridge: message: &#xNAN;"{"success":false,"error":"Scope and URL mismatch","errorCode":403,"error_info":"Please check developers.pipedrive.com"}" AxiosError: Request failed with status code 403\
Cause: unclear, possibly either the permission or the token has expired Solution: sipgate app ➔ settings ➔ Integrations ➔ Disconnect Pipedrive wait 30 minutes until Cloud Cache has deleted the API token sipgate ➔ https://support.pipedrive.com/de/article/permission-sets check ➔ sipgate app settings ➔ Integrations ➔ connect Pipedrive
Error: Invalid token: access token is invalid (401)
message: &#xNAN;"{"success":false,"error":"Invalid token: access token is invalid","errorCode":401,"error_info":"Please check developers.pipedrive.com"}" message: "[***86fc052e94] [throwAndDelegateError] Delegating crm error to frontend with code 452 and type integration/refresh-error"\
Cause: unclear Solution: unclear Approach: sipgate app ➔ settings ➔ Integrations ➔ Disconnect Pipedrive wait 30 minutes until Cloud Cache has deleted the API token sipgate app ➔ settings ➔ Integrations ➔ connect Pipedrive
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