Pipedrive

Podium and Pipedrive make it easy to centralize your contacts across systems and keep them in sync. You can also send automated review invitations.

• Improve your online rating by requesting reviews for closed deals.
• Save time managing your contacts with seamless importing and syncing that keep your contacts up-to-date. No more copy and pasting between systems!

Compatibility

All versions

Setup Process

BEFORE YOU BEGIN

1. Log in to Pipedrive.
2. Navigate to Settings > Personal Preferences > API.
3. Note your personal API token; you’ll need to enter it later.

STEPS

1. Click Connect.
2. Select the Podium location you’d like to connect to Pipedrive.
3. Allow Pipedrive to access the appropriate Podium data.
4. Allow Podium to access the appropriate Pipedrive data.
5. Make sure you’ve selected the appropriate country.
6. Click Finish.
7. Select the automations to use with your Pipedrive integrations.
8. Click Activate.