Setting up Pipedrive as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Pipedrive Access: You need to have access to generate an API token in Pipedrive.

Setting up Pipedrive as a Source

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Pipedrive from the list of CRM integrations.
4. (Optional) Filter your content to narrow the scope of what is synced to Guru.
5. Enter your Pipedrive subdomain For example, if the URL that you see while logged into your account is "acme.pipedrive.com", enter "acme".
6. Authenticate using your Pipedrive API Key. You can find by clicking on your account name in the top right > Company Settings > Personal Preferences > API. Paste the API Token.
7. Add a display name for the Source (optional) and click Connect Source.
8. Assign which Guru Groups should have access to this content.

Objects synced from Pipedrive

Organization, Deal, Note, Stage, Activity, User