# Pipedrive integration
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:**
{% stepper %}
{% step %}
**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**. 
{% endstep %}
{% step %}
**Log in to Pipedrive**
Log in to your Pipedrive instance.
{% endstep %}
{% step %}
**Confirm connection**
Then agree to the exchange between the apps. This means you have successfully connected Pipedrive and the sipgate app.
{% hint style="info" %}
**Tip:** Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.
{% endhint %}
{% endstep %}
{% endstepper %}
\\
#### **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.
{% tabs %}
{% tab title="Windows" %}
**Set up Click2Dial for Windows** Go to Settings and follow the path: **Default apps ➔ Defaults by link type ➔ URL:tel ➔ sipgate**.
{% endtab %}
{% tab title="macOS" %}
**Set up Click2Dial for Mac** Follow the path: **FaceTime ➔ Settings ➔ General ➔ Default for calls ➔ sipgate**.
{% endtab %}
{% endtabs %}
#### **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.
{% hint style="warning" %}
**Important**: A subsequent creation of notes via the call list is **not** possible.
{% endhint %}
**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**.
{% hint style="warning" %}
**Important:** If you want to attach the notes to the deals, only open deals will be shown.
{% endhint %}
#### **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](https://support.pipedrive.com/de/article/permission-sets)
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**](http://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 **➔** 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**](http://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
---
# Agent Instructions: 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:
```
GET https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/pipedrive-integration.md?ask=
```
The question should be specific, self-contained, and written in natural language.
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.