🚨 Prerequisite:
Please check that you have Admin rights in both Pipedrive and Modjo. If so, follow the quick steps described in the video or text below:
⏱️ Duration time: 5' on average
Step 1: Grant us access to Pipedrive
Go to Personal preferences => click on API
Click on "Copy".
If you do not possess any personal API token click on "Generate new token" and then "Copy".
Save your API token for the following step
Step 2: Bind your Pipedrive users to Modjo
In Modjo, go to Settings => Integrations => Click on CRM
Find Pipedrive and click on Connect
A form appears (scroll up if you don't see it).
Paste your API key you saved during step 1
Click Save
In the User tab, bind each and every Modjo user to his Pipedrive's user access. Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
Click Save
You're all set! ✅
Congratulations! 🙌
Once you have completed these quick steps, your integration is turning active! Now, let’s give it a try by making your first call!