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Welcome! This guide explains what you need to do to connect your Pipedrive account to Siro.
Note: Please ensure that the email addresses associated with your users’ Siro accounts match those of their Pipedrive accounts for a seamless integration. Mismatches can prevent proper connection.

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What this integration enables

The Siro–Pipedrive integration connects your recorded sales conversations to your CRM, giving your team more context on every deal without manual data entry. Once configured, the integration can:
  1. Give Siro access to Pipedrive deal and activity data so recordings are automatically linked to the right deal records, and reps receive reminders to record ahead of appointments.
  2. Push AI-generated call summaries and notes from Siro directly into the associated Pipedrive deal or activity record.
  3. Match recordings to the right contacts and deals using Siro’s CRM record matching – reps can also manually link recordings to records from within the Siro app.

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Before you begin

Before starting setup, ensure:
  • You have Pipedrive admin credentials or sufficient API access to authorize a third-party OAuth connection.
  • The email addresses on your users’ Siro accounts match those on their Pipedrive accounts. If they differ, the connection may not attribute recordings correctly.

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Steps to connect

1. Contact your Siro Customer Success Manager
We’ll need to initiate the integration from our side. Reach out to the team member you’ve been in touch with and we’ll get started. 2. Complete authorization via Merge
Our team will provide a secure magic link that routes you to the onboarding flow via Merge, an integration-enabling tool we use. Through Merge, you’ll log in with your Pipedrive credentials and authorize the connection – then you’re done. Merge handles the secure data sync behind the scenes. A few things to keep in mind:
  • The link should display “Siro.ai” as the connecting application (not just “Siro”). If it shows something different, contact your Customer Success Manager before proceeding.
  • The magic link expires after approximately 7 days. If you don’t complete authorization within that window, request a new link from your Customer Success Manager.
3. Establish the integration
Once Merge confirms the connection, Siro begins syncing your Pipedrive deal and activity data. It may take an hour or two for data to begin appearing in both platforms. 4. Data sync begins
After syncing is confirmed, Siro imports your Pipedrive deal and activity data, and links each sales conversation to its associated record. Recording summaries and notes are written back to the corresponding deal or activity in Pipedrive automatically.

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Required permissions

The Pipedrive user authorizing the connection should be an admin or have sufficient API access to authorize Merge’s OAuth connection. The integration requires access to:
  • Deals – the primary sales record Siro links recordings to
  • Persons and Organizations – used for contact and account matching
  • Activities – appointment and engagement records
  • Users – for mapping Pipedrive reps to Siro users
Need additional assistance? We’re here to help. Simply email your Customer Success Manager at Siro (or contact support@siro.ai) and our team will help ensure you get set up properly.