Pipedrive

Introduction

Pipedrive is a CRM and pipeline management tool designed to help small sales teams manage complicated sales processes successfully. It helps you build a custom sales pipeline and design your sales deals, quickly and easily. It is the optimized tool for sales pipeline monitoring.

Connection

Creating a connection means establishing a link between Built.io Flow express and an external application. This connection is then used by Built.io Flow express to access your resources in the application.

Let’s look at how to add your account.

In the ‘Authorization’ step, click ‘Connect’ or ‘Add an account’ located at the bottom of the page. This will open a new dialog that will prompt you to log in to your Pipedrive account, and grant access to Built.io Flow Express.

Once you do this, a new connection will be added, and you will be directed to the next step of your flow. You can, at any time, go back to the ‘Authorization’ step, and rename the connection that you have added.

Obtaining API Key

Go to upper right corner in your Pipedrive account. Click on Settings tab. Now go to the API tab. Here you will get your API Key.

Note: Once a connection is created, it will always be available in any Pipedrive action. You simply need to select the connection. You need not create a new one every time.