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The Pipedrive connection settings

Audience: admins (with your Beta-Calco contact) · Scope: the Pipedrive Integration settings group · Last reviewed: 2026-08-24

What this does — Explains the Pipedrive Integration settings group so you recognise what it's for. These values connect the website to your Pipedrive account. They're set up once and changed rarely, usually alongside your Beta-Calco contact — they're not a day-to-day knob.

Where it is​

Custom Settings → Pipedrive Integration (a collapsible group on the Custom Settings screen).

What's in it (plain terms)​

  • Connection mode — whether this site talks to Pipedrive with the classic API token or the private Pipedrive app (the newer, per-site sign-in). Switching modes is a deliberate step done with your Beta-Calco contact — never flip it just to see what happens.
  • Pipedrive API Token — the key used in token mode. Treat it like a password.
  • Private-app details (client id/secret, company id, and the app's own webhook credentials) — filled in when the app is connected; the company id is a safety catch that refuses the connection if the credential belongs to a different Pipedrive account.
  • Webhook HTTP auth username / password — a username and password that secure the "deal changed" messages Pipedrive sends back to the website. See the caution below.
  • Several field/filter references — behind-the-scenes IDs that pair website fields with Pipedrive fields. These are filled in by the one-time setup; you won't normally edit them by hand. The Pipedrive Provisioning screen is what fills them in, and what tells you whether they still point at something that exists.

Good to know​

  • Looking for the follow-up pipeline? It moved. Which pipeline (and which stage) a quote's follow-up starts on is now set under Custom Settings → Quote Follow-ups, as two dropdowns — see Import the follow-up stages.
  • Set up once. After the initial setup, you rarely touch this. If you think something here needs changing, do it with your Beta-Calco contact.
  • The webhook password has a catch. If you set (or change) the webhook username/password, Pipedrive must be told the new value at the same time — otherwise its messages start getting rejected and deal edits stop flowing back to the website. Don't change these on your own; it needs a matching step on the Pipedrive side that your Beta-Calco contact does.
  • Settings are per environment. The live site, staging, and local each have their own values — a change here only affects the site you're on.

Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.

For developers → docs/pipedrive/admin-manual.md (setup, the webhook re-registration step, and the full settings reference).