# Pipedrive

Read Pipedrive deals, contacts and activities for focused sales preparation.

Milo can read the deals, contacts and activities accessible through your Pipedrive connection. Use it to prepare for a conversation or identify gaps in a named deal's follow-up plan.

## Connect the CRM

Find your Pipedrive API token under **Personal preferences → API**. In Milo, open **Connections → Pipedrive** and enter the token. Use the account whose pipelines and records you intend to work with.

Confirm the connection by requesting a specific deal. If a deal is missing, check the account and its visibility before creating a duplicate.

## Ask for an actionable review

> Review the open deals in the named pipeline that have no next activity. Show the deal, owner and last recorded activity, with source links. Draft a proposed next step for each; do not change records or contact customers.

Identify the pipeline and reporting date. A missing next activity is a data condition; it does not prove the owner has done no work elsewhere.

## Bound the next action

The API token's permissions and your Pipedrive account determine available actions. When you want a record changed, name the exact deal and field rather than asking Milo to “clean up” the entire pipeline.

Reconnect with a new token if the original is revoked. Treat broad reports as incomplete if provider limits or record permissions exclude part of the pipeline.

## Related guides

- [Connections](https://joinhexagon.com/docs/connections.md)
- [Disconnect an account](https://joinhexagon.com/docs/disconnecting-accounts.md)

## References

- [Milo app](https://app.joinhexagon.com)
- [Pipedrive official documentation](https://developers.pipedrive.com/docs/api/v1)

Last updated: 2026-10-31
Canonical: https://joinhexagon.com/docs/pipedrive
Markdown: https://joinhexagon.com/docs/pipedrive.md