# Doc: https://www.hipaatizer.com/docs/integrations/pipedrive

> LLM view for https://www.hipaatizer.com/docs/integrations/pipedrive

This file contains all documentation content in a single document following the llmstxt.org standard.

## HIPAA-Compliant Sales: Integrating Pipedrive with HIPAAtizer

# Pipedrive

This guide walks you through how to connect a HIPAAtizer form to your Pipedrive CRM.

:::::warning[Please Note]
Pipedrive is **not HIPAA-compliant**. Do **not** send fields that contain Protected Health Information (PHI) to your CRM.

By default, HIPAAtizer creates a custom field in the **Contacts** module called `HIPAAtizer-Submission-PDF`. This field contains a secure link to the printable version of the submission stored in HIPAAtizer.

You can also create your own custom fields in Pipedrive to store submission links in **CSV** or **HTML** format.
👉 [Learn more about creating custom fields](https://support.pipedrive.com/en/article/custom-fields)
:::::

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## Connect Pipedrive to HIPAAtizer

Go to the **Integrations** section in the HIPAAtizer dashboard and select **Integrated Accounts**. Choose **Pipedrive** from the available options.

You'll be prompted to enter your Pipedrive API token to authorize the connection.
👉 [How to find your API token](https://pipedrive.readme.io/docs/how-to-find-the-api-token)

![Pipedrive API token entry](https://www.hipaatizer.com/docs/assets/images/2024-07-29_11-48-43-6af0930f2270caa43f96e122698661a3.png)
![API Token field](https://www.hipaatizer.com/docs/assets/images/2024-07-29_11-53-49-d3aceca53cbf38a4b6d891048a586d96.png)

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## Link Your Form

In the **My Forms** area, open the **Form Settings** for the form you want to integrate.

Navigate to the **Integrations** tab, then open the **Pipedrive** section.

Enable the option:
**"Automatically create a contact in your Pipedrive account when the form is submitted."**

![Integration panel](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_2_2x-1d9108be952aa9d09f64b00cbf0a4a9a.png)
![Enable integration](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_6-44df7fd5dd30e24c0e2dceaec853fe41.png)

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## Match Fields

Use the mapping interface to link fields from your HIPAAtizer form to corresponding fields in Pipedrive's **Contact** module.

Make sure:
- No PHI fields are included in the mapping.
  👉 [What counts as PHI?](https://www.hipaatizer.com/blog/understanding-protected-health-information-phi-and-hipaa-regulations/)
- The `HIPAAtizer-Submission-PDF` field is mapped to the correct form submission link.
- The contact's name field in Pipedrive is matched to the appropriate form field (e.g., `fullName` or `firstName`).

Additional fields from the form can also be matched as needed. Once everything is configured, click **Save**.

![Field matching](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_7-b0d3b135dcffe9379b6aa2df0d158a90.png)
![PDF link match](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_8-a2cf0f1bd803ad887c32ff7163c86d00.png)
![Save settings](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_10-9c338e5855db2f88cd2f53a5baea0869.png)

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## Test Your Setup

Submit a test entry using the integrated form.

Go back to the **Pipedrive** integration settings for that form and expand the **Pipedrive Logs** section. A successful integration will show a `Status 201` response.

Log in to your Pipedrive account to verify that the new contact has been created as expected.

![Logs](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_testing_1-94dfdc9212377c1f7572eb63f527b848.png)
![Check new contact](https://www.hipaatizer.com/docs/assets/images/HIPAAtizer-Pipedrive_testing_2-f6c39c113d504bed16212c4c04a23e22.png)

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With this setup, your HIPAAtizer form will automatically create new contacts in Pipedrive, allowing you to manage leads more efficiently - while keeping PHI securely within HIPAAtizer.