You’ll need a Pipedrive administrator to complete the setup.
  1. Visit the Integrations Page and hit Connect under Pipedrive
  1. Click Authorize on the Pipedrive Authorization Page
  2. Click Manage on the Pipedrive Integration.
  3. Go to the User Mapping tab and confirm it is set correctly.
  4. After you connect Pipedrive, we will attempt to automatically map all your already connected Pylon accounts to Pipedrive Organizations. After a few minutes, check the Account Mapping tab and map any unmapped accounts.
  5. Inside of Pipedrive head to the Activites tab on the Company Settings page. Create two new activity types as shown below. The names must match exactly.
  1. Turn on your desired features and sync your desired attributes into Pylon!
You’ve setup the Pipedrive Integration!
FeaturesFeatures