> ## Documentation Index
> Fetch the complete documentation index at: https://docs.floral.so/llms.txt
> Use this file to discover all available pages before exploring further.
# Pipedrive
> Connect Pipedrive to use deals, notes, and activities in briefings and save meeting minutes in Pipedrive.
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.
## What the connection does
| When | What happens in Pipedrive |
| ------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- |
| You prepare a [briefing](/product/briefings) | Floral reads up to 100 recent notes, deals, and activities for the organization and uses them in the briefing. |
| A briefing is finished | Floral saves it as a note on the organization. |
| Meeting minutes are [approved](/product/summaries-and-deals) | Floral saves the minutes as a completed meeting activity. You can choose to create a deal instead. |
| A meeting attendee is not in Pipedrive yet | Floral creates the person on the organization. |
| The organization is not in Pipedrive yet | Floral creates it with its name and CVR number. |
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.
## 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**.
### Copy the API key of the CVR field
Floral needs the field's API key, which is a long code of letters and numbers.
In Pipedrive, open **Company settings > Data fields** and choose **Organization**.
Find your CVR field, open its menu, and select **Copy API key**. The key is 40 characters long, for example `abcdef1234567890abcdef1234567890abcdef12`.
## Connect Pipedrive
In Floral, open **Settings > CRM connections** and select **Pipedrive**. You can also open **Settings > Sources** and choose the **CRM-forbindelser** tab.
Paste the API key into **CVR-feltnøgle**.
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.
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.
## Choose activity or deal
After you connect, open the Pipedrive settings again to choose what approved meeting minutes become.
| Setting | What Floral creates |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Opret deal pr. referat** is off (default) | A completed activity of the type meeting on the organization. The activity's note contains the minutes and a link to Floral. |
| **Opret deal pr. referat** is on | A new deal on the organization, named after the meeting, and a note on the organization with the minutes and a link to Floral. |
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.
## 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.
## 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.
## Check your first sync
Pick a customer that exists in Pipedrive with a CVR number, and make sure the company in Floral has the same CVR number.
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.
Approve the minutes from a meeting with that customer. The minutes show **Synced to CRM** when the minutes have been saved.
Check that the activity or deal is on the right organization and that the attendees were added as persons.
## 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.
## If something needs attention
| What you see | What to do |
| ---------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| The status is **Kræver handling** with **Pipedrive-forbindelsen er udløbet** | The Pipedrive access was removed, for example because the app was uninstalled or the user left. Select **Forbind Pipedrive** and sign in again. |
| **Pipedrive connection was cancelled.** | You did not allow access in Pipedrive. Start again and select **Allow**. |
| **Couldn't connect Pipedrive.** | The sign-in took longer than 15 minutes or was finished in another browser. Start again. |
| You see an error about administrators when you select **Forbind Pipedrive** | Only administrators can connect a CRM. Ask an administrator to connect it. |
| Floral creates new organizations instead of finding existing ones | Check that the CVR numbers in Pipedrive and Floral match, and that the correct field key is saved. |
| The minutes show **CRM sync failed** | Read the error on the minutes, correct the cause, then select **Retry sync**. |
| The minutes say **The summary isn't linked to a company.** | Link the meeting to a company in Floral, then retry. |
| **Ingen pipelines fundet** | Check that the Pipedrive user who connected can see pipelines in Pipedrive. |
Floral retries a failed save automatically a few times over several hours. You can retry sooner from the minutes.