It's best practice to have an established user for your Pipedrive instance that you control. This user must have the permission Access their own API token enabled. Once your integrations have been developed, it's easy to change connections in the future!
Sign in to your PartnerStack dashboard. Please note you must be an administrator of your program to set this integration up.
Navigate to "Integrations" on the left menu. Click the "New connection" button at the top left.
- Search for "Pipedrive - PartnerStack" from the list of apps and click to create a new connection:
- Select "Home assets" as the Location, enter your API token (which can be found in your Pipedrive instance under Settings > Personal preferences > API) and click "Connect"
If the steps above were successful, you'll see the connection is "Connected":
If the steps above were successful, let your onboarding team know you've connected Pipedrive to your instance. We're excited to work with you to build automations for your program!
Updated 7 months ago