Specifies the parameters required to connect to a Pipedrive account.
Name: Provide a name for the Pipedrive connector.
Note: Provide any notes regarding the connector (optional).
Documentation… Will allow you to enter a URL and Label for connector information. (optional)
| Setting | Description |
|---|---|
| Authentication | Select the Authentication type. Options: API Key or OAuth2. (The "OAuth2" type is not currently functional, but will be in the near future. At this time, use only the "API Key" type.) |
Your account's *API key* can be found under "Settings | Personal Preferences".
"Company domain" is found under "Settings | Company Settings".
Once the appropriate Authentication type is selected and the appropriate connection values have been entered, click the Test button to confirm the connection is functioning.