Connectors
Pipedrive
Connecting Pipedrive to PYLO, what it brings and how to tell it is working.
Pipedrive connects to PYLO so that:
- Deals in Pipedrive move to the stage you mapped, and are marked won or lost, as each call is booked, held and closed in PYLO.
- Pipedrive people arrive in PYLO as leads, matched to the people PYLO already has by email.
Connecting
Pipedrive connects by an API key you paste into PYLO. Open Settings, then Integrations, then Pipedrive.
| You provide | Where to find it |
|---|---|
| personal API token | In Pipedrive, open your profile menu, Personal preferences, API, and copy the token: 40 letters and digits. |
What PYLO reads
- People: name, email and phone
- Deals and their pipelines and stages
It does not read:
- Organizations, activities, notes and emails
- Anything the token's owner cannot see in Pipedrive
- People with no email address, which PYLO cannot match to a person
Pipedrive's own documentation: https://pipedrive.readme.io/docs/how-to-find-the-api-token