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Pipedrive

With Pipedrive connected, a conversation that reaches a mapped funnel stage opens a deal in your pipeline and moves it as the conversation progresses.

With Continue to Pipedrive: click Continue to Pipedrive, approve Fluxy on Pipedrive’s own screen and come back — nothing to paste. When this button is shown, it is the only way in; there is no token field.

With an API token (when there is no Continue to Pipedrive button):

  1. In Pipedrive, open Settings → Personal preferences → API and copy your token.
  2. In the console go to Settings → Integrations → Pipedrive and paste it. We check it with Pipedrive before saving.

After connecting, the Pipedrive page shows Stage mapping: one row per funnel stage, each with a list of your own Pipedrive stages, read live.

Funnel stageWhat it meansExample Pipedrive stage
conversations, engagedNo deal is opened this early—
qualifiedA deal opens hereLead in
offer_sentOnly if the agent’s template has this stageProposal made
goalThe conversation reached its goalWon

Pick a stage for the rows you want written and click Save mapping. A conversation that reaches a mapped stage opens a deal there and moves it as it goes — one conversation, one deal. An unmapped stage is not written at all.

  • Used by on the Pipedrive page lists the agents that write to Pipedrive. Disconnecting stops their writes.
  • If you connected with Continue to Pipedrive, disconnecting also withdraws Fluxy‘s access in Pipedrive.