Cheerful + Pipedrive integration

How the Pipedrive integration works

It connects with a Pipedrive API token, and the agent acts as the Pipedrive user who owns that token.

What can you do with Cheerful and Pipedrive?

5 ways influencer teams use this connection today. Each one is something the agent does now, not a roadmap item.

• Manage influencer deals in a Pipedrive pipeline

  Create a "Creators" pipeline with stages that mirror your campaign and ask the agent to move each deal as creators agree, receive product and post.

  1. Creator accepts terms
  2. Your automation runs
  3. Deal moves to Agreed

• Forecast influencer spend in Pipedrive

  When terms are agreed, the agent sets the deal value to the fee, so Pipedrive’s forecast shows committed creator spend for the month.

• Log creator calls and reviews as Pipedrive activities

  Calls, contract reviews and content approvals can be logged as Pipedrive activities with a due date, so nothing depends on memory.

• Group creator deals by client in Pipedrive

  Agencies can put each client brand in a Pipedrive organization and attach creator deals to it, which gives a per-client view Cheerful campaigns roll into.

• Check a creator in Pipedrive before pitching

  The agent can search persons and deals, so you know whether a creator already has an open deal with another client or campaign.

What Cheerful's agent can do in Pipedrive

Pipedrive exposes 400 actions to Cheerful’s agent. The ones used for creator work:

• Add a person, or update one
• Add a deal, or update one
• Move a deal to another stage
• Search persons and deals
• Add a note to a deal or person
• Add an activity with a due date
• Create pipelines and stages
• Add a lead and convert it to a deal

How to connect Pipedrive to Cheerful

Setup takes 4 steps. Connected apps are added from the app catalogue in Settings.

1. 1

   In Pipedrive, copy your personal API token from your account settings.

2. 2

   In Cheerful, open Settings, go to Integrations, search the catalogue for Pipedrive and paste the token.

3. 3

   In the chat that opens, tell the agent which pipeline and stages to use.

4. 4

   Automations are set up in chat on a campaign. They run when a creator opts in, replies or is added to the campaign, or on a schedule, and the agent tests each one on a real creator thread before you switch it on.

What the Pipedrive integration does not do

Stated plainly, so you can plan around it before you connect.

Cheerful and Pipedrive: common questions

Does Cheerful integrate with Pipedrive?

Yes, as a connected app using a Pipedrive API token. Cheerful’s agent can add people and deals, move deals through stages, and log notes and activities.

Can Cheerful move Pipedrive deals automatically?

Yes, through a campaign automation, for example moving the deal to Agreed when a creator accepts terms. You approve the automation, and the agent tests it on a real thread first.

Can Cheerful set up a creator pipeline in Pipedrive?

Yes. The agent can create pipelines and stages, so you can ask it for a “Creators” pipeline with stages that mirror your campaign.

Whose permissions does Cheerful use in Pipedrive?

Those of the Pipedrive user whose API token you connected. The agent sees and edits what that user can.

Is the Pipedrive integration free?

Connecting Pipedrive is available in Cheerful, which is free to start. Your Pipedrive subscription is separate.

Often connected alongside Pipedrive

• HubSpotConnected app · CRMLog opted-in creators as contacts and collaborations as deals
• AttioConnected app · CRMCreators as Attio records, on a list with stages and notes
• SalesforceConnected app · CRMCreators as leads or contacts, collaborations as opportunities
• Monday.comNative integration · Project managementOne board item per creator, kept in sync as campaigns move

See all integrations, or read which tools Cheerful integrates with for the native integrations and the ones that do not exist yet.