How to integrate Pipedrive?

Erstellt von Igor Galic, Geändert am Thu, 21 Jul 2022 um 06:37 PM von Igor Galic

With our Pipedrive integration model, you'll be able to Send and Receive deals data to any 3rd app SyncSpider supports, either on schedule- at specific intervals, or on successful completion of a different task.

 

Step 1: 

 

First, login to your SyncSpider account, click on the option ‘Integrations’ located on the left side of the screen as shown below.

 

Step 2: 

 

Now, you will see the list of integrations offered by SyncSpider, select Pipedrive application from the list.

 

Or use the search bar to find it easily:

 

P.S. You can also add new integrations while creating the tasks. 

 

Step 3: 

 

After selecting  ‘Pipedrive’, enter the integration name and description then click on the next button.

 

NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.

 

Step 4: 
Now, you need to enter the API token for the integration. The next steps would help you to generate one. 

 

This access token has to be entered so that it facilitates the integration between SyncSpider and Pipedrive.

 

Step 5: 

 

Login to your Pipedrive account and click on this link to find the API token. 

 

Or 

 

Follow the steps below:

 

  1. Click on the option ‘settings’ available right side of the screen as shown below.

 

 

    2.  Then, Click on API in personal preferences. You would be able to see the API token.

 

    3. You can copy and paste into SyncSpider to facilitate integration. Click finish.

 

 

 

The integration is successful!!

 

__________________________________________________________________

 

Pipedrive is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

 

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

 

We develop the integrations based on the requests and up-votes :)

 

If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within SyncSpider app. 

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