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Connecting to Pipedrive

  • Updated

This article covers how to connect Openprise to Pipedrive when setting up a data source or data target using a Standard Connector. 

You can learn more about Data Sources HERE.

 

Configuring the Data Source

When creating a new data source, select Pipedrive from the source technology and data format picklist.

pipedrive setup.png
  1. Select the Add Account Information button to link your Pipedrive account to Openprise pipedrive add account.png
  2. Click on the Add Account button to sign into your Pipedrive account using your credentials pipedrive select add account.png
  3. Select from an existing account if you've already linked your Pipedrive account to Openprise

If you selected the Add Account button, you will need to supply your customer domain and API Key.

Pipedrive credentials.png
  1. Customer Domain is setup in this format: https://companydomain.pipedrive.com/api/ (e.g.https://openprisetech.com.pipedrive.com/api/ )

  2. API Key: found in the Pipedrive portal under personal preferences (see image below) 

    pipedrive api key.png

Then, select the Directory or Entity to import: either Organizations or Persons 

pipedrive entity.png