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

# Pipedrive

> Create Pipedrive persons and attach notes from form submissions.

The Pipedrive integration creates a new person in your Pipedrive CRM and optionally attaches a note with all response answers whenever a session completes. It connects via OAuth.

***

## Setup

<Steps>
  <Step title="Connect your Pipedrive account">
    Go to **Integrations → New integration → Pipedrive**. Click **Connect to Pipedrive**. You'll be redirected to Pipedrive to authorise Feedal. After authorising, you're returned to Feedal and the integration is created.
  </Step>

  <Step title="Map form fields">
    Configure which form questions map to Pipedrive person fields.
  </Step>

  <Step title="Attach to a form">
    Open a form and go to the **Connect** tab. Find the Pipedrive integration and click **Connect**.
  </Step>
</Steps>

***

## Configuration

| Field              | Description                                                      |
| ------------------ | ---------------------------------------------------------------- |
| **Create person**  | Creates a new Pipedrive person for each response (on by default) |
| **Create note**    | Attaches a note with all answers to the person (on by default)   |
| **Email field ID** | Node ID of the form question containing the respondent's email   |
| **Name field ID**  | Node ID of the question containing the respondent's full name    |

***

## What gets created

When a session completes:

1. A **person** is created in Pipedrive with the mapped name and email.
2. If **Create note** is on, a note is attached containing all question/answer pairs from the session.

***

## Reconnecting

OAuth tokens refresh automatically. If the token expires or access is revoked in Pipedrive, the integration status changes to `error`. Click **Reconnect** to re-authorise.

***

## Next steps

<CardGroup cols={2}>
  <Card title="HubSpot" icon="building-2" href="/integrations/hubspot">
    Similar setup for HubSpot CRM.
  </Card>

  <Card title="How integrations work" icon="circle-info" href="/integrations/overview">
    Event model, delivery log, and retry logic.
  </Card>
</CardGroup>