Do I need to install a Pipedrive app?
No. WhenMeet.me uses your personal API token, sent only in a request header and stored encrypted.
Pipedrive integration — bookings as persons and meeting activities
Paste your Pipedrive personal API token — no app to install — and every booking made through your WhenMeet.me booking link finds or creates the person and logs a meeting activity. Reschedules and cancellations update the same activity.
What WhenMeet.me does with Pipedrive
- No marketplace app: paste the personal API token from your Pipedrive settings.
- The token is checked against Pipedrive before it is saved, and stored encrypted.
- Finds the person by exact email, or creates them.
- Logs a “meeting” activity with the subject, date, time, duration, the conference link as location and a note with the booking details.
What happens when a meeting is booked, moved or cancelled
- Booked
- The person is found by email or created, and a meeting activity is logged for them.
- Rescheduled
- The same activity gets the new date, time and duration.
- Cancelled
- The activity’s subject is prefixed with “Canceled:” and it is marked done.
How to set it up
- In Pipedrive, open Personal preferences → API and copy your personal API token.
- Sign in to WhenMeet.me, open /links and paste the token next to Pipedrive.
- Book a test meeting and check the activity in Pipedrive.
Pipedrive integration FAQ
What if I regenerate my Pipedrive token?
Syncing stops and /links asks you to reconnect; paste the new token to resume.