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Pipedrive

Your app creates persons, leads and deals in your Pipedrive from your forms, from its server with your API token.

Category : CRM and sales · Service website : www.pipedrive.com

  • A demo request turned into a lead
  • A quote form that creates a deal
  • Trade-show contacts imported
  • Create persons, leads and deals
  • Search an existing person
  • Test the token by reading your profile
  • Delete data from your CRM
  • Show your key in the chat, in browser code or in logs
  • Use it outside of this project’s app
  • API token (PIPEDRIVE_API_TOKEN, secret: encrypted, read only by the app’s server) : Pipedrive API token: Pipedrive → your profile → Personal preferences → API. Where to find it
  1. Mention it in your request (the + menu of the input → Connectors, or type @), for example: “Add a contact form with @Pipedrive”.
  2. The agent adds the app server if needed, writes the code and asks you for missing values with a card in the chat.
  3. You can also save it once on the Highwind Connectors page: the connection then links to any project in one click. Technical id: pipedrive.

Included in your Pipedrive plan

Learn more: Connectors overview and App secrets.