skip to Main Content
View Categories

Pipedrive integration setup guide

In Pipedrive, open Personal preferences, go to API, and copy your API token. Use an account that can read persons, organizations, and deals needed for sync.

Paste the API token, add the company domain when needed, and map person fields such as name, email, phone, organization, deal stage, and owner.

Click Test and confirm Yournotify can read sample records. If it fails, check the token, company domain, and user permissions.

Back To Top