https://www.loom.com/share/972926080e9047a8977c268272b13508
Connect your Pipedrive account to the Un1ty app.
Link one or more Un1ty phone numbers to Pipedrive.
Check that the integration is correctly installed and working.
An active account on the Un1ty app: https://app.un1ty.one
An active Pipedrive account.
A valid Pipedrive API key.
Admin rights (or equivalent) in Un1ty to manage integrations.
At least one phone number already set up in Un1ty.
Open your browser and go to https://app.un1ty.one.
Log in with your credentials.
Expected result:
You’re on the main interface of the Un1ty app.
In the left side menu, click on Plan.
Scroll down the page to the Integration and API section.
Expected result:
The list of integrations available in Un1ty appears.
Find the Pipedrive integration in the list.
Click on Install integration.
Expected result:
The configuration screen for the Pipedrive integration opens.
In the field Integration name, enter for example: Pipedrive.
Select the authentication method API Key.
Expected result:
The fields related to the API key become available.
Log in to your Pipedrive account.
Click on your profile picture (top right).
Select Personal preferences.
Go to the API section.
Copy the displayed API key.
Expected result:
The Pipedrive API key is copied to your clipboard.
Go back to the integration setup screen in Un1ty.
Paste the Pipedrive API key into the designated field.
Click on Next.
Expected result:
The API key is validated and you move on to the next step.
Select the Un1ty phone number(s) to link to the Pipedrive integration.
You can select all numbers or only the ones you need.
Click on Assign.
Expected result:
The selected numbers are associated with the Pipedrive integration.
Check the summary displayed:
Name of the integration.
Authentication method (API Key).
Associated phone numbers.
Click Validate and install.
Expected result:
A message confirms that the Pipedrive integration is successfully installed.
The Pipedrive integration appears in the list of Un1ty integrations.
The selected phone numbers are visible as connected.
The integration status shows Installed or Active.
Issue 1: the Pipedrive API key is rejected
Symptom: error when clicking Next.
Likely cause: incorrect, expired, or badly copied API key.
Solution: generate or copy the API key again in Pipedrive, then redo step 6.
Issue 2: the Pipedrive integration doesn’t appear
Symptom: Pipedrive missing from the list of integrations.
Likely cause: integration not available with your Un1ty plan.
Solution: check your subscription or contact Un1ty support.
Issue 3: no number available at the pairing step
Symptom: empty list of numbers.
Likely cause: no number configured in Un1ty.
Solution: add a number in Un1ty before restarting the integration.
Issue 4: integration installed but not working
Symptom: integration visible but no interactions with Pipedrive.
Likely cause: numbers not properly paired or insufficient permissions.
Solution: check number pairing and your account permissions.
