Every Open Humana call lands inside the matching Pipedrive Person as a logged Call activity, with disposition, transcript, and recording link attached as a Note.
Before you start
What you'll need
- A Pipedrive account on any plan.
- Your personal API token from **Personal Preferences → API**.
Setup guide
Step-by-step instructions
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1
Find your Pipedrive API token
In Pipedrive, click your profile picture → **Personal Preferences → API** and copy the token.
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2
Connect it to Open Humana
In Open Humana, open **Settings → Integrations → Pipedrive**, paste the token, and click **Connect**.
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3
Pick the activity type
Choose which Pipedrive activity type Open Humana should use for logged calls — usually `Call`, but custom types are supported.
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4
Toggle on auto-logging
Flip **Log completed calls** to ON. The next call you run will appear in Pipedrive within 30 seconds.
Ready to get this live?
Open the Pipedrive integration inside your Open Humana dashboard and follow the steps above.
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