How to integrate Pipedrive

Created by Maja Bradonjic, Modified on Tue, 21 Feb, 2023 at 9:50 AM by Ivana B

TABLE OF CONTENTS





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


SourceTarget
DealsDeal 
ContactsContacts
LeadsAdd 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.Selecting Pipedrive Integration


Step 2: Name your Integration


Enter the Name of the Integration.

You can optionally also enter a description.


Naming the integration


Step 3: Generate your API Token


You will be prompted for the API Token.


Inserting an API Token



To obtain your API Token, Log In to your Pipedrive account and click on this link to find the API token easier.

 

Or 

 

Follow the steps below:


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

Selecting Settings panel inside Pipedrive

 

 

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

 

Generating the API Token

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

 


Inserting the API Token




Congratulations! Pipedrive is now successfully integrated.



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 the request here to create an integration for you or UP-vote if it's already on the list :) 


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


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!


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