Pipedrive

Introduction
​Pipedrive is the CRM tool for salespeople in scaling companies.
Supported actions
For your Pipedrive account, YAP supports the following actions:
Create activity. 
Create person. 
Attach file (uploads a file and attaches it to a deal, person, organization, activity, product or note) 
Create note
Update deal
Update person
Create deal
Create organization
Update activity
Update organization
Setup requirements
Before setup, check that you have granted to YAP the permission to send notification to your Pipedrive account. For this, sign in to Pipedrive and authorize the permissions requested by YAP.
Connection
Pipedrive API uses a JSON format for output and is capable of handling CORS (Cross-Origin Resource Sharing) requests. The API is stateless – all requests are validated against an API token. The API token can be obtained manually from the Pipedrive app, or via fetching the Authorizations objects. 
For more details, see Pipedrive developer documentation.
Questions?
We're always happy to help with any issues you might have! 
Send us an email to [email protected] or request the demo with our sales team.

Last modified 3yr ago