User Tools

Site Tools


connectors:pipedrive

PIPEDRIVE CONNECTOR


Description

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)


Connection tab

SettingDescription
AuthenticationSelect 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.

connectors/pipedrive.txt · Last modified: 2021/11/26 21:08 by craigt