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Pipedrive

Connect Pipedrive to Nordvec: what it imports, how to filter searches by it, and how to connect. CRM.

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External assistants

These open a third-party AI service outside the EU. The link passes it this page's address, and anything you ask there is processed by that provider under its own terms.

Imports Pipedrive deals, people and organisations with their notes and deal files.

What it imports

Nordvec imports these from Pipedrive: deals, people, organisations, notes, and attachments.

Nordvec checks Pipedrive for changes on a schedule, and a document deleted in Pipedrive is removed at the next check.

Filtering searches by Pipedrive

Documents synced from Pipedrive carry these source_provider values. Pass one to /documents/search to restrict results to this connector:

  • pipedrive
curl https://nordvec.com/api/v1/documents/search \
  -H "Authorization: Bearer $NORDVEC_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query": "quarterly report", "sourceProvider": "pipedrive"}'

Connecting Pipedrive

Connect Pipedrive from Connectors in Nordvec. The connector reads with the account of the person who connects it. Documents from Pipedrive are private to the person who connected it until that person shares them. An API key reads only what is shared with the workspace, so it finds these documents once their owner shares them. Documents are stored in the EU; every processor that touches them is published with its jurisdiction and transfer basis at /subprocessors.

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