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Pipedrive Integration: managing connection/s

To begin with the Timelines and Pipedrive integration, you must establish a connection between Pipedrive and TimelinesAI.

TimelinesAI Pipedrive Integration has two kinds of connections:

The Organization ( Master) Connection: required **for **any Pipedrive Integration Feature.
The Personal ( Individual) Connection: required only for Live WhatsApp Chat and WhatsApp message/template sending features

Connect Pipedrive Organization

This connection is designed for Pipedrive organization owners and administrators. It establishes the primary link between Pipedrive and TimelinesAI and is responsible for ALL data exchange between the two platforms. The connection can be established through one of the following two methods:

Method I. Connect via Pipedrive Marketplace

In this method, you can directly integrate TimelinesAI from within your Pipedrive workspace. This allows you to access all TimelinesAI features, such as automated messaging and customer tracking, without leaving Pipedrive.

To learn more on how to integrate TimelinesAI directly from your Pipedrive workspace, watch this demo

Method II. Connect via TimelinesAI Integration

In this method, you can set up the integration by accessing the TimelinesAI dashboard (https://app.timelines.ai/integrations/pipedrive/) and linking it to your Pipedrive account. This method provides an easy way to connect and manage your integration settings from the TimelinesAI interface.

To learn more on how to integrate Pipedrive with TimelinesAI directly from the TimelinesAI workspace, watch this demo or follow the steps below:

Login to TimelinesAI as workspace owner or administrator and open https://app.timelines.ai/integrations/pipedrive/
Click **Connect Pipedrive Organization **
Follow on-screen authorization process

The user who established Organization connection will have a personal connection auto-established.

Connect Personal Pipedrive Account

To access Live WhatsApp Chat and send WhatsApp messages within Pipedrive, each user in the organization must establish a personal connection between their individual Pipedrive account and their TimelinesAI account. The user who establishes the organization connection will have their individual connection set up automatically. All other users will need to establish their own personal connection separately:

Join TimelinesAI workspace. Ask workspace administrator to invite you to their TimelinesAI workspace from https://app.timelines.ai/team/ OR you send a join request yourself. It is recommended to use the same email address as in your Pipedrive account
Login to your TimelinesAI account and open https://app.timelines.ai/integrations/pipedrive/
Click Connect Only for me

It's imperative that the Organization Connection is established (either by the Owner or Admins within the TimelinesAI workspace) first , in order for the rest of the team to connect their own Pipedrive accounts to TimelinesAI.

Disconnect

The Disconnect button allows you to terminate your integration with Pipedrive at any time. There are two types of Disconnect options:

Disconnect Organization: This option terminates the main organization connection, which also disconnects all individual user connections within the organization. To restore the connection, all users will need to go through the connection process again from scratch. Disconnecting the organization will permanently disable all WhatsApp features for every team member, including:

Contact, deal, and lead auto-creation
Message synchronization
Live WhatsApp chat
Sending messages from the Pipedrive widget

The Organization Connection can be disconnected or reconnected only by the TimelinesAI workspace owner or administrators. The organization connection owner will see the "Disconnect Organization" button. Administrators will only see the "Disconnect Organization" button if they do not have a personal connection. If they do have a personal connection, they must first disconnect it before they can disconnect the organization connection.

Disconnect Only for Me: This option terminates the personal connection for the currently logged-in user only. To restore the connection, only this user needs to go through the reconnection process. The organization connection and connections established by other team members remain intact. The following features will continue to function ( since they rely on organization connection only): contact, deal, and lead auto-creation and Message synchronization. Following features will be disabled for the disconnected user:

Live WhatsApp chat
Sending messages from Pipedrive

Updated on: 01/04/2025

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