Integrating with Pipedrive

Features provided by the Pipedrive integration

Integrating Pipedrive to Triggerbee opens up a stream of possibilities. Triggerbee will help you identify companies based on their IP address. With your input, we'll collect those you find to be "hot leads", and make them available for: 

  • Automatic transfer to your Pipedrive account, including:
    • Creating and updating deals
    • Inserting contacts, leads, and companies
    • Assigning account owners
    • Inserting notes
  • Manual transfer to your Pipedrive account, including: 
    • Creating and updating deals
    • Inserting contacts, leads, and companies
    • Assigning account owners
    • Schedule tasks
    • Inserting notes
  • Tracking of your subscribers' behaviors on your website when they come through your emails
  • Target widgets based on their website behavior.

Important: This integration requires that you have a Pipedrive account

How to Integrate Pipedrive

1. Get your API Key

1
Log in to your Pipedrive account and navigate to Settings in the top-right menu. 

Note: You have to be an admin in order to retrieve the API key.

2
Go to Other --> API in the left menu. Here you will find your personal API token if it has already been created. If not, go ahead and create one. 

Copy the API token. Make sure that no extra spaces or characters follow.

2. Activate the integration

1
Navigate to Apps Marketplace, and select the Pipedrive app. Toggle the On/Off button to activate the app. 
2
Enter the API Key you copied from Pipedrive. Press Save. 
3
Open the app again, and press "Connect to Pipedrive". Log in to Pipedrive in the window that opens, and wait for the connection to finish. 
4
Once the connection is successful, you are done with the integration! Pipedrive will now be available for automatic and manual transfers of leads.

Note: If you can't see the Pipedrive button in Insights right away, please try to log out and back in.

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