Tana connects to your Pipedrive account so the AI can pull CRM context into meeting prep and push outcomes back to Pipedrive, without you switching tools. This guide walks through the one-time setup, what to expect from the authorization flow, and how to start using the integration in chat.

What you can do with Pipedrive in Tana

Once Pipedrive is connected, ask the AI in chat to:

Find people and companies: search persons by name, email, or phone, and organizations by name
Read a person's details: pull a contact's full profile when you need more than the search result
List deals: see recent deals, optionally filtered by status such as open, won, or lost
Log notes: add a note to a person, an organization, or a deal
Create deals: open a new deal with a title, value, and currency, linked to a person or organization
Update records: change a person or organization's name, owner, labels, or custom fields, and link a person to an organization

You can also attach skills to Tana types that drive Pipedrive actions one-click from your documents. See Skills for how that works.

Connect Pipedrive

You only need to do this once. The connection is per-account, not org-wide.

Open Settings with Cmd+,Ctrl+,, or from the account menu in the sidebar.
Open Integrations.
Find Pipedrive in the list and click Connect.
A Pipedrive authorization window opens. Sign in if you aren't already.
Review the access Pipedrive lists for Tana, then approve it.
The window closes and Tana shows Connected next to Pipedrive.

Permissions Tana requests

Tana asks Pipedrive for the access it needs to work with your CRM records: reading persons, organizations, and deals, and creating or updating persons, organizations, deals, and notes. Tana never reads or writes anything outside what you approve during connect.

Your access token is stored securely on Tana's servers, never in your browser.

You can review or revoke Tana's access at any time from your Pipedrive account settings.

Use it in chat

Once Pipedrive is connected, the AI can call Pipedrive tools when a prompt asks for it. Some prompts to try:

"What's the latest on the Acme deal? Find the contact and their open deals."
"Log this meeting as a note on Sarah Chen and on the Acme expansion deal."
"Create a deal called Acme expansion worth 48000 USD and link it to Acme Corp."
"Update Sarah Chen and link her to the Acme Corp organization."

The AI picks the right Pipedrive tool from your prompt and asks for clarification when something is ambiguous, for example which Sarah, or which deal.

Working with custom fields

Pipedrive custom fields are identified by an internal field key, and their values come from how your Pipedrive account is configured. The AI can set custom fields when you name the field and the value, but for reliable updates, refer to them the way they are configured in Pipedrive. Updating labels or custom fields replaces the existing values on that record.

Disconnect Pipedrive

To remove the connection from Tana:

Open Settings → Integrations.
Click Disconnect next to Pipedrive.

Disconnecting stops the AI from reading or writing to Pipedrive but does not change anything already in Pipedrive or in Tana. To fully revoke Tana's access from Pipedrive's side, also remove it from your installed apps in your Pipedrive account settings.

Troubleshooting

The AI says it can't reach Pipedrive. The connection has likely expired or been revoked. Reconnect from Settings → Integrations.

The AI created a record but I can't find it. Records the AI creates are scoped to the Pipedrive account you connected. If you have access to more than one Pipedrive account, double-check you're looking at the right one.

A custom field update was rejected. Pipedrive rejects updates when the value isn't valid for how the field is configured. Use the field key and the value as they are set up in your Pipedrive account.

Something else? See Integrations for the broader integration overview, or reach out at support@tana.inc.