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Pipedrive from A to Z

Q
Written by QR Queen

Pipedrive is QR Queen's active CRM integration: it imports your contacts, syncs scans as activities, and creates deals at the right stage of your pipeline.

Steps (connect Pipedrive)

  1. Workspace settings → Integrations tab.

  2. On the Pipedrive card, click Connect.

  3. Authorize QR Queen in Pipedrive. You return to the Integrations tab with a green success banner.

  4. Choose the deal stages: "Standard campaigns" and "Reverse campaigns", that is, where the deals from scans and the reverse leads are created.

Good to know

  • Only OWNER and ADMIN can connect or disconnect.

  • "One Pipedrive company = one workspace" rule: a workspace stays tied to its first CRM account. On reconnection, only the same Pipedrive account is accepted (a different account is blocked), to preserve the consistency of history and tracking.

  • The Disconnect is soft: it revokes the token and the webhook but keeps your imported data and history, so you can re-link everything to the same account later.

  • Transferring a Pipedrive account to another workspace goes through support ([email protected]).

  • On connection, QR Queen creates a "QR Queen" activity type if needed and registers a real-time webhook for person and organization changes.

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