Prerequisites
Before connecting, make sure you have:- A Pipedrive account on a plan that supports webhooks (Advanced plan or higher)
- Admin role in Pipedrive (required to generate an API key)
- Admin access in your Stairoids workspace
Connect Pipedrive
Generate your Pipedrive API key
In Pipedrive, click your avatar in the top-right corner and go to Personal Preferences → API. Copy your personal API token.
Open Integration Settings in Stairoids
Navigate to Settings → Integrations and click Add Integration.
Select Pipedrive
Choose Pipedrive from the integration catalog. Paste your API token into the API Key field and click Connect.
Choose events to sync
Toggle on the incoming signal event types you want Stairoids to track. You can adjust these selections later from Settings → Integrations → Pipedrive → Configure.
Supported incoming signal events
| Event | Signal type | Key properties |
|---|---|---|
| Deal created | deal_created | deal_id, deal_title, owner_id, pipeline_id, stage_id |
| Deal stage changed | deal_stage_changed | deal_id, deal_title, from_stage, to_stage, pipeline_id |
| Deal won | deal_won | deal_id, deal_title, value, currency, won_at |
| Deal lost | deal_lost | deal_id, deal_title, lost_reason, lost_at |
| Activity completed | activity_completed | activity_id, type, deal_id, person_id, done_at |
| Note added | note_added | note_id, deal_id, person_id, content_preview |
Supported outgoing actions
When a Stairoids automation targets Pipedrive, it can perform the following actions:- Update deal stage — move a deal to a new stage within any pipeline
- Add note — create a note on a deal or person record
- Create activity — schedule a call, email, meeting, or task against a deal or person
- Update person fields — write values to standard or custom person fields
Field mapping
Stairoids maps Pipedrive’s standard deal and person fields to its internal schema automatically. The deal’s associated person email maps tocontact.email, and the organization name maps to account.name. Custom Pipedrive fields are preserved under signal.properties using their field key.
To map custom Pipedrive fields to Stairoids account or contact fields, go to Settings → Integrations → Pipedrive → Field Mapping and configure the mappings manually.
Troubleshooting
Deal updates not syncing to Stairoids
Deal updates not syncing to Stairoids
- Navigate to Settings → Integrations → Pipedrive and confirm the connection status is Active.
- Open Pipedrive and go to Company Settings → Webhooks (under the Tools & Integrations section). Confirm a webhook registered by Stairoids is present and shows a green status. If it’s missing, reconnect the integration — Stairoids will re-register it.
- Check that the event type for the update you’re expecting (e.g.,
deal_stage_changed) is toggled on in Stairoids’ Pipedrive configuration. - If the webhook exists but events aren’t arriving, Pipedrive may have paused it after repeated delivery failures. Re-enable the webhook in Pipedrive, then trigger another deal update to test.
API key rejected during setup
API key rejected during setup
- Confirm you’re using your personal API token from Pipedrive (under Personal Preferences → API), not a company-level or OAuth token.
- Make sure the Pipedrive user whose token you’re using has Admin role. Tokens from non-admin users will be rejected because Stairoids requires permission to register webhooks, which is an admin-only action in Pipedrive.
- If your organization uses Pipedrive’s IP allowlist, add Stairoids’ outbound IP ranges. Contact support@stairoids.com for the current IP list.
Outgoing actions not updating Pipedrive records
Outgoing actions not updating Pipedrive records
- Confirm the Pipedrive API token stored in Stairoids is still valid. Tokens can be regenerated in Pipedrive, which invalidates the old one. If you’ve recently regenerated your Pipedrive API token, reconnect the integration with the new token.
- Check the automation’s action configuration — ensure the deal ID or person ID field is correctly mapped from the incoming signal. If the ID field is empty, the outgoing action has no record to update and will silently skip.
- Review the Automation Logs in Stairoids (Automations → [your automation] → Logs) for any error messages from the Pipedrive API.