Do you want to integrate Jamy.ai with Pipedrive to automate your meeting notes and improve client management? Here’s what you need to know:

• Benefits: Automatically sync notes, tasks, and summaries between Jamy.ai and Pipedrive. Save time, reduce errors, and improve tracking.

• Requirements:

  • Pipedrive account with API access.

  • Jamy.ai account (Premium plan or higher).

  • Optional: Tools like Zapier or Make for advanced automations.

• Connection options:

  1. Zapier: Ideal for quick setups without technical knowledge.

  2. Make: More customization for complex flows.

  3. Webhooks: Direct control for advanced users.

Quick comparison

| Método | Facilidad de uso | Personalización | Requiere conocimientos técnicos |
| --- | --- | --- | --- |
| Zapier | Alta | Media | No |
| Make | Media | Alta | Básico |
| Webhooks | Baja | Muy alta | Sí

Keep reading to learn how to set up each method and optimize your workflow.

Related YouTube video

Before You Start

To connect Jamy.ai with Pipedrive, it’s important to have both systems configured correctly to avoid issues.

Tools and Necessary Access

Here’s what you need to get started:

| Requisito | Descripción |
| --- | --- |
| <strong>Cuenta Pipedrive</strong> | Acceso de administrador o permisos para usar la API. |
| <strong><a href="https://www.jamy.ai/blog/caso-de-exito-entre-epik-y-jamy-ai" data-framer-link="Link:{"url":"https://www.jamy.ai/blog/caso-de-exito-entre-epik-y-jamy-ai","type":"url"}">Cuenta Jamy.ai</a></strong> | Plan Premium o superior con acceso a webhooks. |
| <strong>Plataforma de integración</strong> | Opcional: Zapier o Make para automatizar procesos adicionales. |
| <strong>Clave API de Pipedrive</strong> | Necesaria para autenticar y conectar ambos sistemas

Setup Steps in Pipedrive

1. Obtain the API key

   • Go to Settings > Personal preferences > API. From there, copy your API key. If you don’t have access, contact your administrator.

2. Set permissions

   • Administrators need to check permissions in Settings > Manage users > Permission sets.

   • Ensure to enable the option "Access your own API token" for the users who need it.

With these steps, Pipedrive will be ready. Now it’s time to prepare Jamy.ai.

Setup Steps in Jamy.ai

1. Activate webhooks

   • From the Jamy.ai dashboard, go to the webhook setup section.

   • Make sure your plan includes this feature (available from the Premium plan).

   • Register the URL of the endpoint where you will receive notifications.

2. Configure integrations

   • Enable custom integrations in the settings.

   • Prepare the report templates that will sync automatically with Pipedrive.

3 ways to connect Jamy.ai with Pipedrive

There are three main ways to integrate Jamy.ai with Pipedrive. Here’s a clear and straightforward explanation of each option:

Using Zapier

Zapier allows for an easy and visual connection between both platforms, without the need for technical knowledge.

• Access Zapier and set up the connection:

  • Go to the option to connect an app and select "+ Add connection".

  • Search for and select Pipedrive.

  • Authorize access by following the instructions.

  • Select the Pipedrive company you want to connect.

• Configure the flow:

  • Define a trigger in Jamy.ai, such as generating a new report.

  • Set an action in Pipedrive, like creating a contact or updating a deal.

Using Make

For those who need more customization, Make offers advanced automation options between Jamy.ai and Pipedrive.

Basic requirements:

| Elemento | Descripción |
| --- | --- |
| URL del webhook | Endpoint para recibir datos. |
| API de Pipedrive | Credenciales de autenticación. |
| Escenario en Make | Flujo de trabajo para la automatización

Using Pipedrive Webhooks

The direct connection via webhooks gives more control over the integration. From Pipedrive, go to Tools and apps > Webhooks and follow these steps:

• Assign a descriptive name to the webhook.

• Configure the endpoint URL and authentication details.

• Select the events that will trigger the webhook.

• Define the payload structure based on your needs.

Note: Standard webhooks are available on all Pipedrive plans. However, webhooks for automations are only included in Advanced plans and higher.

Data Configuration and Transfer

Mapping Data Fields

Make sure to configure data fields correctly so that Jamy.ai and Pipedrive work together seamlessly.

| <strong>Tipo de Dato</strong> | <strong>Campo en Jamy.ai</strong> | <strong>Campo en Pipedrive</strong> |
| --- | --- | --- |
| Notas de reunión | <a href="https://www.jamy.ai/blog/explore-the-best-ai-generated-summaries-for-content-creation" data-framer-link="Link:{"url":"https://www.jamy.ai/blog/explore-the-best-ai-generated-summaries-for-content-creation","type":"url"}">Resumen automático</a> | Campo personalizado de notas |
| Tareas detectadas | Tareas asignadas | Actividades |
| Participantes | Asistentes | Personas/Contactos |
| Temas principales | Temas detectados | Etiquetas/Campos personalizados

Steps to configure custom fields in Pipedrive:

1. Go to Settings > Company > Data fields.

2. Click "Add custom field".

3. Select the type of field based on the information you want to import from Jamy.ai.

4. Assign a clear and descriptive name to easily identify it.

Once the fields are configured, you will be ready to decide what data to share to make the most of the integration.

Selecting Data to Share

With the fields already mapped, it’s time to define which information is key to transfer.

Key information you should consider:

• Automatic meeting summaries.

• Identified tasks with assigned responsibilities.

• Relevant textual citations for follow-up.

• Due dates and priorities.

• Main topics discussed in the meetings.

Suggested configuration:

1. Map the necessary fields and set rules to ensure that the information transfer is automatic.

2. Team customization: Configure what type of data will be available for each member or department. This is especially useful if different teams need access to specific meeting information.

With this configuration, the data flow will be more efficient, facilitating the tracking of tasks and important agreements.

Test and Fix Issues

Check the Status of the Integration

Make sure that the integration between Jamy.ai and Pipedrive is working correctly with these checks:

1. Initial connection test

Run a test call with Jamy.ai and check that:

• The summary appears in the corresponding custom field.

• The tasks are registered as activities.

• The participants are linked as contacts.

2. Data review in Pipedrive

After each meeting, review the Pipedrive dashboard to confirm that:

• The custom fields are updated.

• The tags are applied correctly.

• The date information follows the format (MM/DD/YYYY).

Regularly performing these checks ensures that the integration works smoothly and without interruptions.

Troubleshoot Common Issues

If you encounter problems, here are solutions for the most common failures:

| <strong>Problema</strong> | <strong>Causa Probable</strong> | <strong>Solución</strong> |
| --- | --- | --- |
| Los datos no aparecen | Filtros activos o caché | Verifica los filtros y limpia la caché |
| Rendimiento lento | Problemas con el navegador | Actualiza el navegador o usa modo incógnito |
| Datos incompletos | Configuración de visibilidad | Revisa los permisos de administrador

If you notice slow performance:

• Make sure your browser is updated.

• Switch to another network connection.

• Try accessing in incognito mode.

If data is missing:

• Check for any active filters that limit results.

• Confirm that you are working in the correct pipeline.

• Review the visibility settings to ensure you have access to all the information.

If the problem persists, contact the technical support of Jamy.ai or Pipedrive for additional help.

Next Steps

With the integration already underway, it’s time to make the most of its possibilities.

Optimize your processes with automation

Key Search managed to speed up its processes by 40% by implementing over 100 automations in Pipedrive. Consider setting up automations like:

• Automatic sending of reports after meetings.

• Task assignments after meetings.

• Updating custom fields.

Discover more tools

Check out the Pipedrive Marketplace for additional integrations. Data shows that teams that automate tasks report a 22% increase in their satisfaction.

Keep everything running smoothly

To ensure consistent performance, follow these practices:

| Acción | Frecuencia | Beneficio |
| --- | --- | --- |
| Revisar la precisión de datos | Semanal | Evita problemas de sincronización. |
| Actualizar configuraciones | Mensual | Garantiza un funcionamiento óptimo. |
| Formar al equipo | Trimestral | Mejora el uso y la eficiencia

Also, stay updated with Jamy.ai and Pipedrive updates to incorporate new features that can enhance your workflow. According to statistics, users who automate tasks are 16% more likely to achieve their goals.

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