Put the enquiry in the right pipeline.

Pipedrive can accept a mismatched pipeline and stage and place a deal somewhere unexpected. Evarmont validates the relationship so a successful response also represents the destination your team selected.

A location can choose its connection or inherit the organization’s default. An unavailable chosen connection is shown as unavailable, rather than silently replaced.

The implemented adapter handles persons, deals and activities. It does not associate a person with a Pipedrive organization. Contact matching checks both email and phone candidates and refuses ambiguity.

Normal replays are protected through recorded operations and external references. Pipedrive writes made outside Evarmont are not covered by that protection.

Authorize the Pipedrive company through OAuth. Choose a pipeline, then a stage belonging to that pipeline. Evarmont checks both against the connected account before persisting the selection.

The person, deal and activity access needed by the declared operations. Webhook management requests its narrower dedicated permission rather than general administrator access.

Pipedrive v2 webhook events carry an event identifier for replay protection. The provider uses HTTP Basic authentication for these callbacks, rather than a signature it does not offer.

Disconnecting makes this CRM connection unavailable for future workflow actions. Existing persons, deals and activities stay in Pipedrive. Review the installed application in Pipedrive to manage provider access.