Connecting Pipedrive enables importing contacts from the CRM, surfacing scans as activities, and creating deals. It is the first step in the "Getting started" checklist.
Open the workspace settings: workspace menu, Integrations tab. From the dashboard checklist, "Connect your Pipedrive" opens this tab directly.
On the Pipedrive card, click Connect.
Authorize QR Queen in the Pipedrive window: the app requests reading contacts, search, managing activities and deals, reading users, webhooks, and admin access (to create the "QR Queen" activity type).
You return to the Integrations tab with a green confirmation banner; the status changes to "Pipedrive connected."
Good to know
You must be an OWNER or ADMIN of the workspace to start the connection.
Locking: a workspace stays tied to its first CRM account. After a disconnect, you can only reconnect the same Pipedrive account (data is kept to preserve history). Reconnecting a different account is blocked ("account mismatch").
A given Pipedrive account can only be tied to a single workspace ("company already linked"); for a transfer, contact support ([email protected]).
Further down the tab, choose the deal stages where deals will be created: one for standard campaigns, one for reverse campaigns.
