Pipedrive 🛠

Follow the steps described in this article in order for your Pipedrive calls to be automatically imported into Modjo

Celeste avatar
Written by Celeste
Updated over a week ago

🚨 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

  1. Go to Personal preferences => click on API

  2. Click on "Copy".

    If you do not possess any personal API token click on "Generate new token" and then "Copy".

  3. 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!

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