The Pipedrive integration allows you to seamlessly sync lead data from your workspace into your connected Pipedrive CRM account. Once connected using a valid API token, the system automatically transfers newly generated leads to Pipedrive, keeping your sales pipeline up-to-date without manual input.
This auto-sync feature ensures your team always has access to the latest lead information, streamlining your outreach and follow-up processes.
Let’s get started 🚀
Navigation
Step 1: Log in to your account and click the Account icon in the bottom-left sidebar.
Step 2: Select the Settings option to access the Account Details page.
Step 3: In the Settings page, click the Integrations tab at the top.
You’re now on the Integrations page, where you can connect CRMs, marketing platforms, and website tracking.
Step 4: Click on the provided link to get your token for Pipedrive.
You will be redirected to the Pipedrive Developer Documentation. Here you can view the steps to access the Pipedrive token.
Step 5: Go to your Pipedrive account and click the Personal Preferences option.
Step 6: Click on the API tab at the top and copy the Pipedrive API Token.
Pipedrive Integration
Connect your Pipedrive CRM to automate lead syncing from the platform to your sales pipeline.
Step 1: Enter your Pipedrive API token in the field.
Step 2: Click on the Add button to proceed.
Upon adding the API Token, the Auto Transfer Leads toggle is turned on, which activates automatic synchronization of new lead data into your Pipedrive Leads Inbox.
NOTE: If at any point you no longer want to sync leads to Pipedrive, you can disconnect the integration using the Remove option. |
Transfer Lead to Pipedrive
Transfer your leads directly to Pipedrive to manage and track them within your CRM.
Step 1: Navigate to the Lead sections from the sidebar.
Step 2: Click on any of the leads that you want to transfer to Pipedrive. For demonstration purposes, we will proceed with Jessica.
Step 3: Click on the Transfer To drop-down menu at the top right corner to view various lead transfer options.
Step 4: Click on the Pipedrive option to proceed.
Step 5: Click on the Transfer button to transfer your lead to Pipedrive.
The lead will be transferred successfully.