See every Pipedrive deal beside the marketing that brought it in.
Paste your Pipedrive API token once. New people in Pipedrive arrive on the Leads tab with the source your Leads inbox recorded, and your deals fill the Jobs tab with stage, value and won or lost. The connection only reads; your pipeline stays yours to run.
What will I see from Pipedrive?
Two things. On the Leads tab, every person added to Pipedrive in the window, newest first: the name, the primary phone and email, the lead title or organization, and the source Pipedrive's Leads inbox recorded for them, shown as Pipedrive plus that source. On the Jobs tab, your deals: the title, the pipeline and stage by their names in Pipedrive, the value, whether it is open, won or lost, and the origin or channel Pipedrive holds as its source.
Ask TruLata and your morning briefing read the same records. Test records are left out before anything is counted.
Pipedrive to two tabs
- New people
- The Leads inbox source
- Deals with stage and value
- Leads tab: new people, newest first
- Jobs tab: deals, won or lost
How do I connect Pipedrive?
Paste your API token on the Pipedrive card on the Integrations tab. In Pipedrive it sits under your name at the top right, Personal preferences, API. The account owner or an admin makes the connection. TruLata checks the token with two harmless reads before it is saved, who it belongs to and one deal, so a token that cannot read deals is turned away with the reason, and a token that fails is never stored.
What is stored is encrypted and never sent back to a browser, yours included. The card then shows Connected, with your company's name and the date it was last checked. A one-click Connect button for Pipedrive is waiting on Pipedrive's marketplace review, so pasting the token is the path that works today. On a managed account our team connects Pipedrive during setup with access you grant.
- Find the tokenYour name, Personal preferences, API
- Paste it on IntegrationsThe owner or an admin
- Two harmless readsWho it belongs to, and one deal
- Stored encryptedA token that fails is never stored
How does my pipeline show up?
As four tiles and a list on the Jobs tab. The tiles are open jobs with their open value, booked value from deals won in the last 12 months, deals won this month, and your win rate, won against lost over the last 12 months. Under them, a count per stage and every deal, filtered by pipeline, by outcome or by a search for a name, a stage or a source.
Won and lost are Pipedrive's own status on the deal, so the tab never guesses. Open deals are read whatever their age; won and lost ones when they were created or closed in the last year. Move a deal this morning and it shows the next time the tab opens, because Jobs reads Pipedrive live each time. A read that fails says Could not read, never zero.
The Jobs tab tiles
- Open jobsEvery open deal, with its open value
- Booked valueWon in the last 12 months
- Won this monthCount and value
- Win rateWon against lost, last 12 months
Won and lost are Pipedrive's own status on the deal, so the tab never guesses.
How fresh is what I see?
Live. Your CRM is a live source: the Leads tab reads the last 90 days from Pipedrive when it opens, and the Jobs tab reads your deals on every open, holding them for at most 90 seconds so a double click does not read twice. Press Refresh and a fresh read runs.
Other sources on the same screen run on their own clocks. Google Ads and GA4 intraday figures lag by hours, and Search Console runs two to three days behind; the header stamp says how old the page's data is. See the ceiling for every source.
How fresh the Pipedrive read is
- Leads, last 90 daysRead live from Pipedrive
- JobsRead live, held 90 seconds at most
- A fresh readThe page reloads when the stamp moves
- Their own clocksGoogle Ads and GA4 hours, Search Console 2 to 3 days
Can TruLata change anything in Pipedrive?
The connection is read only. Every call TruLata makes to Pipedrive is a read, and a person, a deal, a stage or a lead is changed in Pipedrive itself, by you. The Jobs tab reflects your stages; it does not move them.
Disconnect on the Integrations card removes the saved token, and you can also regenerate the token in Pipedrive whenever you choose. We never ask for your Pipedrive password. See what we read and where it lives.
Changed in Pipedrive itself, by you
- People and deals
- Stages
- Leads
Read by TruLata
- Every call is a read
- Disconnect removes the saved connection
- We never ask for your Pipedrive password
What the Pipedrive connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| New people | Added in the window, newest first: name, phone, email, organization | Live, on the Leads tab |
| Lead source | The source Pipedrive's Leads inbox recorded for the person | Live |
| Deals | Title, pipeline and stage by name, value | Live, on the Jobs tab |
| Won and lost | Pipedrive's own status on each deal | Live |
| Source on a deal | The deal's origin or channel, as recorded | Live |
| Direction | Read only, Pipedrive to the screen | Live |
Paste one API token and Pipedrive fills two tabs: new people on Leads, deals on Jobs, with stage, value and won or lost read straight from your own account.
Questions, answered.
Does TruLata integrate with Pipedrive?
Yes. Paste your Pipedrive API token on the Integrations tab and new people arrive on Leads with their source, while deals fill the Jobs tab with stage, value and won or lost.
Where do I find my Pipedrive API token?
In Pipedrive, under your name at the top right, Personal preferences, API. TruLata checks it can read deals before it is saved.
Is there a one-click Connect button?
Pasting the API token is the path that works today. It takes a minute, the token is checked before it is saved, and it reads every record the Leads and Jobs tabs use.
Can TruLata move my deals?
The connection is read only. Deals and stages are changed in Pipedrive itself, and the Jobs tab shows them on the next open.
How is won or lost decided?
From Pipedrive's own status on each deal. Open deals count whatever their age; won and lost deals count when they were created or closed in the last 12 months.
Which tier includes the Pipedrive connection?
Your dashboard carries the views its connected sources feed, and Leads and Jobs fill once Pipedrive is connected on your account. The pricing page lists what each tier includes.
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