What You’re Setting Up
Pipedrive uses a personal API token to allow external systems to access your account. Generating one takes less than five minutes.
Prerequisites
- You need a Pipedrive account with Admin access
- Your Pipedrive plan must support API access (most paid plans do)
Step-by-Step Setup
1. Open Your Personal Preferences
- Log into Pipedrive
- Click your profile icon or initials in the bottom-left corner of the sidebar
- Select Personal preferences from the menu
2. Find the API Section
- In Personal preferences, look for the API tab or section
- You’ll see your personal API token displayed here
3. Generate or Copy Your Token
If a token already exists, you can copy it directly. If you need a new one:
- Click the option to generate a new token
- Confirm the action when prompted
- Copy the new token immediately
Important: Generating a new token invalidates the old one. If you have any existing integrations using the previous token, they will stop working. Only regenerate if you’re sure nothing else is using the current token, or if we’ve asked you to.
4. Send Us the Token
Send the token through the secure link we provide. Do not paste it in an email, Slack message, or any other unencrypted channel.
Personal Tokens vs. Company-Level Access
Pipedrive’s personal API token is tied to your user account, not to the company account. This means:
- The token has the same permissions as your user. If you’re an admin, the token can do admin-level things. If you’re a regular user, it can only do what you can do.
- If your account is deactivated, the token stops working. For long-running integrations, we recommend creating a dedicated service user (like “integrations@yourcompany.com”) so the token isn’t tied to a person who might leave.
- Each user has their own token. You can’t share tokens between users. We only need one, from a user with appropriate access.
For integrations that need broader OAuth-based access, Pipedrive also supports creating apps through their developer portal. We’ll handle that setup if it’s needed — you won’t have to do it yourself.
Common Issues
Token Regenerated Accidentally
If someone regenerates the API token, every integration using the old token breaks immediately. There’s no grace period. If your integration suddenly stops working, this is the first thing to check.
To fix it: copy the new token and send it to us through the secure link. We’ll update the integration.
Wrong User Permissions
If the token comes from a user without admin access, some API operations may fail. Common symptoms:
- Can read data but can’t create or update records
- Can access deals but not organization-level settings
- Can’t manage custom fields
We’ll let you know if we encounter permission issues. The fix is usually to generate the token from an admin account.
Multiple Pipedrive Accounts
If your organization has separate Pipedrive accounts (rare, but it happens), make sure you’re logged into the correct account before copying the token. The token is specific to one Pipedrive company account.
Next Steps
- If you’re also connecting an accounting tool, see our Xero API Setup guide
- Starting a new project? Complete the onboarding checklist
- Learn more about our Pipedrive Integration Services
Need help with the full integration?
This guide covers the setup. If you want us to handle the integration end to end, we can do that.
See Integration Services