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Getting Started - Pipedrive

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

  • Ensure that data from the triggering app is correctly mapped to the fields in Pipedrive. This might involve mapping email content to a lead’s details or form submissions to contact records.
  • Before finalizing, run a test to ensure everything is set up correctly. 
  • Once you are satisfied with the test results, save your step.