Pipedrive is a popular cloud-based CRM. By integrating Pipedrive you can visualize and measure the performance of your sales efforts.
How to connect
In Gtmhub navigate to Settings > Data Sources screen.
Click on the Add new Data Source button.
From the Choose a Data Source dialog, select Pipedrive from the Sales tab.
Enter the API Token for your Pipedrive user and click on the Connect button. If you wonder how to get Pipedrive API token, look at the end of the article.
Define who will have access and who will be able to administrate this connection using Data Connection permissions.
Select the item you want to sync to Quantive. Give it a name and choose its sync schedule.
Finally define permission to allow eligible users to be able to access the information.
Now you are ready to use your Pipedrive statistics in order to power Quantive Results items, such as KPIs and Key Results.
Have fun!
For quick start, look at our out-of-the-box insights in the Marketplace.
How to get Pipedrive API Token
Login to your Pipedrive account
Navigate to Settings (click on your username in upper right corner and select Settings from the menu)
From the Personal tab, select API tab and copy the API Token
Insert it in the required field and it should be all set.