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🛠️ How to Set up Pipedrive Integration?
🛠️ How to Set up Pipedrive Integration?

How to set up Pipedrive Integration?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

If you're looking for a What and Why Pipedrive Integration, Please check out Pipedrive Integration🔧

If you're looking for How to set up Pipedrive Integration. Just follow the steps, and you're good to go!

🛠️ How to set up Pipedrive Integration?

⚠️ Important: Make sure you have an account with Pipedrive with the same email which is associated with your Saleshandy account. ⚠️

Note: Please note that the below steps assume that you already have an account with Pipedrive.

📺Video Guide

🪜Steps to Follow

  1. Sign in to your Saleshandy account.

  2. Navigate through the Settings tab; click on Integrations from the side panel Under Company Settings.

  3. Under the native integrations, you can see Pipedrive Integration (Syncs your Saleshandy data with Pipedrive); click on Connect Now.

  4. It will take you to Pipedrive Log in page; Login to your Pipedrive account(You need to log in with your Pipedrive account credentials).

    Pipedrive Log in

  5. You'll be redirected to the authorization page, where you can see the app is already installed. You need to click on Continue to the App.

    Pipedrive Authentication

    Note: Before this, you need to have an account with Pipedrive. I already have an Account with Pipedrive. That's why it's showing This app will be added to the following company (Saleshandy) and user (Naitik).

  6. You've successfully connected your Pipedrive account to your Saleshandy account.

  7. You can confirm in your Saleshandy Account it will show you green tickmarks with Connected.

    Pipedrive Connected

Mission accomplished; you've successfully Connected Pipedrive with Saleshandy. 👏

Now it's time to Configure & Map the fields: Pipedrive: Configuration⚙️ & Mapping Fields🗺️

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about

Collection: Pipedrive

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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