Pipedrive Connector Setup Guide
This article describes how to set up the Pipedrive connector.
Connector Actions
Action Name | AudienceStream | EventStream |
---|---|---|
Create a Person | ✓ | ✗ |
Update a Person | ✓ | ✗ |
Merge Two Persons | ✓ | ✗ |
Delete a Person | ✓ | ✗ |
Configure Settings
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
-
Subdomain
- The subdomain for your Pipedrive account.
-
API Token
- If you are working with a manual integration, the API token must be provided as part of the query string for all requests, using the
api_token
variable. - You can obtain the API token manually from the Pipedrive app or by fetching the objects of Authorizations.
- For more information, see: Pipedrive’s documentation.
- If you are working with a manual integration, the API token must be provided as part of the query string for all requests, using the
Action Settings - Parameters and Options
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Action - Create a Person
Parameters
Parameter | Description |
---|---|
Name |
|
Owner ID |
|
Organization ID | ID of the organization this person will belong to. |
Email address of the person. | |
Phone | Phone number of the person. |
Visible To |
|
Add Time |
|
Action - Update a Person
Parameters
Parameter | Description |
---|---|
ID |
|
Name | Name of person to be created. |
Owner ID |
|
Organization ID | ID of the organization this person will belong to. |
Email address of the person. | |
Phone | Phone number of the person. |
Visible To |
|
Add Time |
|
Action - Merge Two Persons
Parameters
Parameter | Description |
---|---|
ID |
|
Merge With ID | ID of the person that the person will be merged with. |
Action - Delete a Person
Parameters
Parameter | Description |
---|---|
ID |
|
This page was last updated: January 24, 2020