# Connect Pipedrive

Send your affiliates to Pipedrive as people, matched by email, with their stage.

Pipedrive is a CRM built around a sales pipeline. Connect it with your API token and send your affiliates there as people.

## Find your token in Pipedrive

1. In Pipedrive, click your profile picture, then Personal preferences.
2. Open the **API** tab and copy your personal API token.

If you can't see the API tab, an admin in Pipedrive has to allow it for your user.

## Connect

1. Go to **Settings**, then **Integrations**.
2. On the **Pipedrive** card, press **Connect** and paste the token.

We check it with one read, then store it encrypted. You won't see it again.

## Send

1. Go to **Lists**.
2. On a list or a segment, press **Send to another tool**, then **Pipedrive**.
3. Press **Check who goes**, then **Send to Pipedrive**.

You can send one affiliate from their card too: open it, then **Send to another tool** on the Overview tab.

## What lands in Pipedrive

- One person per affiliate with an email, matched by email. Someone already there keeps their name and email as you have them.
- Their stage, in a text field we add called **RecruitAffiliates.ai stage**.
- Nobody who opted out, asked to be removed or was marked Do not contact ever goes. Nor does anyone who's already your partner, or anyone with no email.

## Keep stages in sync

Tick **Keep stages in sync** on the card. Once a day, anyone you sent who moved stage here is updated in Pipedrive. Nothing comes back from Pipedrive.

## Plans

Every Pipedrive plan has API tokens, and there's a 14-day free trial. Here, it needs a paid plan with exports, Launch or higher.