Short answer: Provide your Pipedrive API token and MyOperator service number to Support for backend enablement, then validate call logging (deals/activities) and sync users by email when team changes occur.

• Applies to: Pipedrive (latest), MyOperator Web Dashboard • Audience: Admins/Owners • Plan: MyOperator Pro or above

🧭 Table of Contents

• What this integration does
• Prerequisites
• Security & data mapping
• Step‑by‑step setup
• Validate the integration
• User sync & ongoing maintenance
• Expected outcomes
• Troubleshooting
• FAQs
• Related articles
• Structured data (SEO)

🧩 What this integration does

• Auto‑logs every call made or received via MyOperator into Pipedrive.
• Either creates a new Deal or logs an Activity on an existing Deal/Person (per backend configuration).
• Maps users by email so calls are attributed to the correct Pipedrive owner.

Visual placeholder
MyOperator Call → Integration → Pipedrive (Deal created/updated + Activity logged).

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✅ Prerequisites

• Pipedrive API token (Admin/Owner generates it in Pipedrive).
• MyOperator service number (your main/virtual number).
• Matching user emails in both systems (e.g., user@company.com).
• MyOperator Pro plan (or higher).
• (Recommended) A test contact and test number for validation.

How to get your Pipedrive API token (copy‑paste steps)

1. In Pipedrive, click your avatar → Personal preferences (or Settings) → API.
2. Generate a new token if none exists; otherwise click Copy.
3. Store securely; rotate if compromised.

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🔒 Security & data mapping

Token handling best practices

• Share tokens only via your organization’s approved secure channel.
• Prefer a dedicated integration token; rotate at least quarterly.
• Revoke old tokens after rotation; update the MyOperator configuration.

Typical field mapping (illustrative)

ℹ️ Exact mapping/behavior is finalized by the MyOperator tech team during backend setup.

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🪜 Step‑by‑step setup

STEP 1 — Prepare

• Pipedrive API token
• MyOperator service number
• Email match confirmed for all users who should log calls
• Plan: MyOperator Pro or above

STEP 2 — Share details with MyOperator Support
Send the following to support@myoperator.com (template below):

Email template (copy‑paste)

Subject: Pipedrive integration setup request — <Your Company>Hi MyOperator Support,Please enable the Pipedrive integration for our account.MyOperator service number: <e.g., +91-80-1234-5678>Pipedrive API token: <paste token or secure-share reference>Primary admin email: <admin@company.com>Users to map by email (if different from MyOperator user emails):- <name> — <email>- <name> — <email>We’ll run validation calls once enabled. Thanks!

STEP 3 — Backend setup by MyOperator
The tech team configures:

• API authentication
• Logic for deal creation and activity logging
• User mapping based on email

STEP 4 — Acknowledge & move to validation
Support confirms when backend setup is complete.

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🔎 Validate the integration

Run these checks with a test incoming and a test outgoing call.

1. Place a test incoming call to your MyOperator service number.
2. Place a test outgoing call from an agent tied to a mapped email.
3. In Pipedrive, verify that:
• A Deal is created/updated as expected, or an Activity is logged under the correct Deal/Person.
• The Activity owner matches the calling agent’s email.
• Time, duration, direction, and (if enabled) recording link appear in the Activity.
4. Repeat with a second agent to confirm user‑mapping.

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🔁 User sync & ongoing maintenance

When people join/leave or change emails:

• Email support@myoperator.com to sync user emails so activities keep attributing correctly.
• If you rotate the Pipedrive token, notify Support to update the backend.
• Re‑run a quick validation after any user/token change.

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🎯 Expected outcomes

• Every MyOperator call is captured in Pipedrive as a Deal creation/update or a Call Activity.
• Owners and timestamps reflect the correct agent.
• Deal/Activity history is complete for reporting and handoffs.

Success checklist

• Both incoming and outgoing tests produced entries in Pipedrive.
• Activities show direction, duration, owner, and optional recording link.
• Subsequent calls continue to log without manual steps.

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🧰 Troubleshooting

Still stuck? Email support@myoperator.com with timestamps, agent emails, example numbers, and screenshots.

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🙋 FAQs

• Do we need to install a Pipedrive app from the Marketplace?
  Not for this setup—the MyOperator team enables the backend integration.
• Can we choose whether to create Deals or only Activities?
  Yes—this behavior is configured during backend setup; request your preference.
• How are calls matched to users?
  By email address; ensure agent emails match in both systems.
• Is there a sandbox?
  You can test with a dedicated service number and test contacts before broad rollout.

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🔗 Related articles

• Pipedrive: Generate or rotate your API token — where to find/manage tokens
• Map users & emails between systems — ownership and attribution rules
• Troubleshoot call logging to CRMs — common causes & fixes
• MyOperator Plans — confirm Pro/feature availability

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🔎 Structured data (SEO)

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🏷️ Keywords

Pipedrive integration, MyOperator Pipedrive, call logging to Pipedrive, Pipedrive API token, MyOperator service number, CRM call activity, deal auto‑creation, user email mapping

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