Pipedrive is a customer relationship management (CRM) software application that helps businesses manage their sales processes. It is designed to be user-friendly and intuitive, with features such as lead and deal tracking, activity scheduling, and reporting. Pipedrive allows businesses to automate their sales processes, collaborate with team members, and track their progress towards sales goals. It integrates with a wide range of other applications, including email marketing, project management, and accounting software, making it a versatile tool for businesses of all sizes.
Set up a connection
This video demonstrates creating a Pipedrive connection.
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
|Name your connection *
|Enter a clear and distinguishable name.
Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
|Enter your Pipedrive subdomain. For example, if
https://na3.pripedrive.com"is the URL then
na3is your subdomain.
|Auth type *
|Select Token as the authentication type for this connection (the OAuth 2.0 option is described separately).
|Please enter the API token of your Pipedrive account.
How to retrieve token
Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.