Pipedrive direct API integration

Overview

Integrate Pipedrive with your platform to sync key data including:

• Users list
  
  • First, Last Name
  • Email
  • Last Login
  • ID
    
    

NOTE: This is the read-only integration

Connection Steps

1. Navigate to the Integrations page
2. Click 'Connect' at the Pipedrive widget
3. Select workspace account
4. Accept the access level provided

Connect and Test

• After configuring the settings and scopes, Spendbase starts pulling the data 
  • usually, the status of the widget changes to Getting data
  • it may take some time (from a couple of seconds up to 30 minutes)
• As soon as the sync is done user will be notified:
  • in In-app notification with a successful status 
  • status at widget changes to Active

Disconnect:

1. Users can disconnect the GWS at any time
2. Click on the status on the widget (Active, Actions required)
3. Click Disconnect

Scope:

1. Access to basic information
   Read settings of the authorized user and currencies in an account. This is the default permission that is always enabled for all apps.
2. Activities
   Read user's activities, its fields and types; all files and filters.
3. Read users data
   Read data about users (people with access to a Pipedrive account), their permissions, roles and followers.
4. See recent account activity
   Read all recent changes occured in an account. Includes data about activities, activity types, deals, files, filters, notes, persons, organizations, pipelines, stages, products and users.

IMPORTANT!

You can change the access & scopes any time right in your Pipedrive admin section