Follow these steps to connect your Pipedrive and automate your tasks effortlessly.
Step 1: Select Pipedrive from viaSocket’s Library of Apps
Find Pipedrive: Use the search bar to locate Pipedrive from the list of available apps.
Select Pipedrive: Click on Pipedrive to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Pipedrive, viaSocket will prompt you to authenticate your Pipedrive account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Pipedrive data. Click 'Allow and Install' to proceed.
Log In to Pipedrive: If you are not already logged in, you will be asked to log into your Pipedrive account.
Map Data Fields, Test and Save