How to enable and use the Pipedrive integration

Like other integrations, you need to be an admin in order to enable the Pipedrive integration.

The Pipedrive integration allows you to bring information about your leads and contacts into Front, and trigger automated actions with rules.

Step 1

Go into your Settings and select API & Integrations. Scroll down the list, and click on Pipedrive.

Step 2 

Turn the toggle on to enable Pipedrive.

Step 3

Retrieve your Pipedrive API Key and Subdomain by logging in to the Pipedrive website.

Step 4

Select API.

Step 5

Copy and paste the API Key into Front.

Step 6

Now, select Company settings, and Company domain to find your Subdomain. Copy and paste that into Front. 

Step 7

Click Save to finish enabling the Pipedrive integration.

Step 8

You can now display information about your contacts directly in Front. Open the right pane by clicking on the arrow located on the top right corner of your Front interface.

You will be able to see the information available in Pipedrive and tied to the current message in Front. The links will take you to the respective pages in the Pipedrive interface. If that contact isn't in Pipedrive yet, you can create the contact.

Step 9

If you link your Pipedrive account, new actions will appear in rules. Go to Settings, select Rules, and Add a team rule.

Step 10

Define conditions and select Create activity in Pipedrive as the action. This will add the content of the message as a new activity associated to the contact, assuming this contact exists.