Pipedrive + Atendalia

Pipedrive helps you record a new contact with their phone number.

Type
Native connection
Data direction
Atendalia → Pipedrive
Read official documentation

What information is shared?

Depending on the notification and what this connection supports, it can send the name, phone, service, date, time, and location. Choose the notifications you need and review the example before connecting real customers; it does not send a complete copy of your business.

Do I need Zapier or another account?

This connection does not require Zapier or Make. Use your Pipedrive account and authorize the connection or copy the key or address provided by that tool. Its plans and possible charges still apply.

Who it is useful for

Businesses already using Pipedrive that want to connect their customer service with that tool.

How information flows

For example: Record a new contact with their phone number. Add the appointment or call to sales history. Continue a lead without entering it twice.

Practical use cases

  • Record a new contact with their phone number.
  • Add the appointment or call to sales history.
  • Continue a lead without entering it twice.
View connection steps and technical details

What your Pipedrive receives every time an appointment is booked

Your AI phone assistant answers the call, books the appointment in your calendar and sends it to Pipedrive. You choose what we notify you about:

  • New appointment
  • Appointment moved
  • Call ended

Depending on the notification and connection, it can include: Customer name · Phone · Service · Date and time · Branch · Notes · Table or space.

How to connect it

  1. 1Hire your assistant at atendalia.com.mx/signup and forward your business calls. Nothing to install.
  2. 2In your dashboard, open Integrations → Add and choose Pipedrive.
  3. 3In Pipedrive: your photo → Personal preferences → API → copy your token. Your account name is the part before .pipedrive.com.
  4. 4Hit Test: Pipedrive receives a sample notification instantly, with the real look of every appointment.

Requirements and permissions

  • apiToken — API token
  • dominio — account domain

Relevant limits

  • This connection only covers the events shown on this page.
  • Provider availability, quotas, permissions, and charges are controlled by Pipedrive.
  • Only the events listed above are sent. The connection is one-way and does not import changes made directly in Pipedrive.

What an appointment looks like when it arrives

This is how the alert reaches your Pipedrive when the assistant books an appointment:

New appointment · Ana López

Haircut · Thursday, September 10, 5:00 p.m.
Downtown branch · +52 81 1234 5678
Booked over the phone

Note: first-time customer.

And the full appointment stays in your dashboard, even if you never open Pipedrive.

How to verify and troubleshoot

  • Use Test in Atendalia and confirm that Pipedrive records the sample.
  • Check the integration log for a delivered status and an HTTP success response.
  • Enable one event at a time first so the destination is easy to identify.
  • Use “Test” in the dashboard and check the result in Pipedrive before enabling real events.
  • If you see 401 or 403, review the token, its validity and the provider permissions.
  • If no data arrives, review the integration log and confirm that the event is enabled.
Open official Pipedrive documentation

Specific questions

Can Pipedrive change my Atendalia appointments?

No. This connection sends information in one direction only.

Can I test it without affecting a call?

Yes. The test starts from Integrations and does not open or modify an assistant call.

Hear your assistant answering for real

Call it now and hear how it books an appointment — then review how to connect it with Pipedrive.

More crm and customers

Explore all 167 connection guides · Atendalia: AI phone assistant that books appointments for businesses in Latin America.