Setting up your Slintel account with Pipedrive enables you to quickly send any contacts and/or Companies directly from your Slintel database to Pipedrive. Let's see how to connect your Pipedrive account to Slintel.
Setting up your Slintel account for integration is quite effortless. The first step is to authorize Slintel to use your Pipedrive account. Below are the steps you should follow:
Log in to your Slintel account.
Clicking on your Profile will open up a menu, click on Settings.
You’ll see three tabs here: Account, Integration, and History. Click on Integration. Click on the Integrate button next to Pipedrive. This will route you to the integration page for Pipedrive.
To start integration and field mapping with Pipedrive, you will need to provide an API key from your Pipedrive account. To get the API key from Pipedrive, log in to your Pipedrive account. Once there, Click on your Profile, and then Personal Preferences.
Here, click on Personal Preferences, and then go to the API tab. You will see your personal API token here. Copy the token.
Once copied, go back to Slintel’s platform, and paste the same API token in the box provided in the top right corner, and click on Connect.
And you’re done! Once connected, you’ll be able to see your Pipedrive account details and date of integration along with the last updated date. You will also be able to see tabs for mapping fields for People and Organizations.
Next Step: Field Mapping