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Connect Pipedrive so Floral can prepare briefings from your notes, deals, and activities, and save approved meeting minutes on the right organization in Pipedrive. You sign in with your Pipedrive account, so you do not need to copy any API keys.

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What the connection does

Floral does not change or delete anything that already exists in Pipedrive. It only reads and adds. Internal meetings, where all participants are from your own organization, are never saved in Pipedrive.

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Before you start

You need:
  • Organization administrator access in Floral.
  • A Pipedrive user who can install apps in your Pipedrive company account. Floral writes to Pipedrive with this user’s access.
  • A field for CVR numbers on organizations in Pipedrive. If you do not have one, a Pipedrive administrator can add a custom field called CVR under Company settings > Data fields > Organization.

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Copy the API key of the CVR field

Floral needs the field’s API key, which is a long code of letters and numbers.
1

Open the data fields

In Pipedrive, open Company settings > Data fields and choose Organization.
2

Copy the key

Find your CVR field, open its menu, and select Copy API key. The key is 40 characters long, for example abcdef1234567890abcdef1234567890abcdef12.

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Connect Pipedrive

1

Open the Pipedrive settings

In Floral, open Settings > CRM connections and select Pipedrive. You can also open Settings > Sources and choose the CRM-forbindelser tab.
2

Paste the CVR field key

Paste the API key into CVR-feltnøgle.
3

Sign in to Pipedrive

Select Forbind Pipedrive. Pipedrive opens and asks you to sign in and allow Floral access to your account. Select Allow to continue. Finish within 15 minutes, in the same browser.
4

Check the status

Pipedrive sends you back to the list of CRM connections in Floral, and a message confirms Pipedrive is connected. The Pipedrive card shows Forbundet. If the message says the connection failed or was cancelled, start again from step 1.

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Choose activity or deal

After you connect, open the Pipedrive settings again to choose what approved meeting minutes become. With deals turned on, Pipeline (valgfrit) lets you choose the pipeline for new deals. Choose Standard-pipeline to use your default pipeline in Pipedrive. New deals start in the pipeline’s first stage without a value.
Leave deals off unless every customer meeting should start a sales opportunity. Many teams prefer to create deals themselves.

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How Floral finds the organization

Floral remembers which Pipedrive organization each Floral company is linked to. When there is no link yet, it looks in this order:
  1. CVR number. Floral searches your organizations’ custom fields for the company’s CVR number and links the first match.
  2. Company name, only when you start a briefing. If the name matches exactly, Floral asks you to confirm that it is the same company before the briefing starts.
  3. Create the organization. If nothing matches, Floral creates the organization in Pipedrive with its name and CVR number.
When approved meeting minutes or briefings are saved, Floral skips the name search. If the CVR number does not match, Floral creates the organization. Add CVR numbers to your companies in Floral and your organizations in Pipedrive to avoid duplicates.

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What Floral saves in Pipedrive

The minutes include the summary, what was discussed, and agreements and tasks with owners and deadlines. The first lines show the meeting date, the company, and a link back to Floral. Floral finds each attendee in Pipedrive by email. If an attendee does not exist, Floral creates them as a person on the organization with their name and email. Each finished briefing is saved as a note on the organization with a link to the briefing in Floral. Floral leaves out its own briefing notes when it reads your notes for the next briefing.

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Check your first sync

1

Choose a known customer

Pick a customer that exists in Pipedrive with a CVR number, and make sure the company in Floral has the same CVR number.
2

Prepare a briefing

Start a briefing for the company. Check that it mentions notes, deals, or activities from Pipedrive, and that a briefing note appears on the organization.
3

Approve meeting minutes

Approve the minutes from a meeting with that customer. The minutes show Synced to CRM when the minutes have been saved.
4

Open the organization in Pipedrive

Check that the activity or deal is on the right organization and that the attendees were added as persons.

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Change or disconnect

  • Change the CVR field: paste the new key and select Forbind Pipedrive again. Your other settings are kept.
  • Disconnect: select Afbryd under Forbindelsesstatus. Floral forgets which organization each company was linked to. To remove Floral’s access completely, also uninstall the app in Pipedrive.

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If something needs attention

Floral retries a failed save automatically a few times over several hours. You can retry sooner from the minutes.