How to Connect Pipedrive CRM to Meetario

Why Pipedrive + Meetario

Pipedrive is built for salespeople who want a simple, visual pipeline. By connecting Pipedrive to Meetario, every booking creates or updates a Person in Pipedrive and logs the meeting as an Activity. Your pipeline stays current without any manual work.

What the Integration Does

Person sync — When someone books a meeting, Meetario searches Pipedrive for a person with that email. If found, the existing record is used. If not, a new Person is created.
Activity logging — Each booking is logged as an Activity (type: "meeting") linked to the Person. The activity includes the event name, date/time, duration, and guest notes.
Deal context — If the Person already has an open Deal, the activity is visible on the deal timeline, giving your sales team full context.

Step 1: Find Your Pipedrive API Token

In Pipedrive, click your profile icon → Personal preferences → API.
Copy your API token.

Step 2: Connect in Meetario

Go to /app/integrations and find the Pipedrive card.
Click Connect and paste your API Token.
Click Save & Connect.

Step 3: Verify

Create a test booking and check Pipedrive:

Search for the guest email in People — the person should appear.
Open the person and check Activities — the meeting activity should be logged.

How It Helps Your Sales Team

Automatic lead capture — Every booking creates a contact in Pipedrive. No leads fall through the cracks.
Meeting context on deals — Sales reps see all meeting history when working a deal.
Pipeline visibility — Use Pipedrive's activity reports to track how many meetings your team is booking and completing.
Workflow automation — Trigger Pipedrive automations when new activities are logged — assign follow-ups, update deal stages, or notify managers.

Troubleshooting

If the connection fails, ensure you have admin or manager permissions in Pipedrive.
If activities are not created, check that your Pipedrive plan includes API access (all paid plans do).
Pipedrive API tokens do not expire. To reconnect, disconnect in Meetario first, then paste a new token.