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Pipedrive

Log in to your Pipedrive account as an admin user and follow the instructions below:

Find Your API Token

Click your profile picture in the top right corner and then click Personal preferences.

Image Open the API tab and copy Your personal API token:

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Set up the Daktela Integration

Enter Your Pipedrive Details Into Daktela

In Daktela, go to Manage → Integrations and click Configure under Pipedrive. Select into whichCRM Database you want to synchronise your data. Enter your Pipedrive URL into the Instance URLfield, e.g. https://yourname.pipedrive.com/ Paste your API token from the previous step into the Key field. Click Authorise.

Map Your CRM Fields

A list of your Daktela CRM fields will open. Select the Pipedrive field you want to synchronise with each field in Daktela. Click Activate.