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Set up for yourself

Needs the Pro, Team, or Enterprise plan. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

In Pipedrive

Nothing to prepare. You sign in with your own Pipedrive login.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find Pipedrive and click Connect
  3. In the popup, sign in to Pipedrive and approve access
Jamie sees only what your Pipedrive account can see. Every note and activity that Jamie logs in Pipedrive shows as yours.

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Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in with the API token of a service account: a Pipedrive user that your team creates only for Jamie.

In Pipedrive

  1. Add the service account as a user. See Pipedrive’s guide to adding a user
  2. Sign in to Pipedrive as the service account
  3. Copy the API token from Personal preferences → API. See Pipedrive’s guide to finding the API token
  4. Find your company domain. This is the part of your Pipedrive address before .pipedrive.com

In Jamie

  1. Open Settings → Agent → Connectors and select Pipedrive
  2. Under Workspace connection, click Add service account key
  3. Enter your company domain in Pipedrive company domain
  4. Paste the API token into Pipedrive API token and click Save Pipedrive key
Workspace workflows act as the service account, not as the person in the meeting. Every note and activity that they log in Pipedrive shows the service account’s name.

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What Jamie can do

Jamie can:
  • Find deals, persons, and organizations, and read their details, including your custom fields
  • Log a meeting as a note or an activity on the deal, person, or organization
  • Update a deal: move it to another stage, change its value, or mark it won or lost
Jamie can do more than this list. It can’t delete anything in Pipedrive. Try asking: “Add a note with this meeting’s summary to the Acme deal in Pipedrive”

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Disconnect

  • Your own connection. Open Pipedrive in Settings → Agent → Connectors and click Disconnect.
  • The workspace connection. Under Workspace connection, click Disconnect. Workspace workflows that use Pipedrive pause. They start again when a workspace admin connects Pipedrive again.
Last modified on October 30, 2026