Appearance

Pipedrive ​

Install Pipedrive integration ​

The Pipedrive integration can be found here. Please install it in your environments before proceeding with the steps below.

Connecting a Pipedrive account ​

  1. Click on Connect Account'Click connect account'

  2. Type in a value for the Tenant ID. This can be any ID of your choosing. And then click on Get connection link'Get connection link'

  3. A new link will be generated. Clicking on the link will open a new tab with the list of integrations. You can share this link with your customers too and they will be able to connect their Pipedrive account. 'Share connection link'

  4. Select Pipedrive 'Select Pipedrive'

Finding your Pipedrive account ​

You'll now be prompted to add your Pipedrive account details. Find the account from the URL in your browser as shown in the image below. Then click Connect

'Find the account from the URL'

'Pipedrive API Key and Base URL'

'Pipedrive OAuth Screen'

  1. Voila! You should now see a connection successful message. You can now close this tab.

  2. Go to your Truto account and you should see the new integration under Integrated Accounts. Click on the Account ID to change or edit the integration to suit your needs.