How to integrate Pipedrive

TABLE OF CONTENTS

• Description
  
  
• Entities
  
  
• Steps
  • Step 1: Choose Pipedrive Integration
  • Step 2: Name your Integration
  • Step 3: Generate your API Token

Description

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 100'000+ paying customers spanning across 179 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM software that is both agile and powerful.

---

Entities

Source	Target
Deals	Deal
Contacts	Contacts
Leads	Add Leads

---

---

Steps

Step 1: Choose Pipedrive Integration

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2: Name your Integration

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3: Generate your API Token

You will be prompted for 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 it into SyncSpider to facilitate integration. Click finish.

 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!