Follow these steps to connect your Pipedrive account.
The transfer of your Pipedrive data will occur via a webhook.
A webhook takes the form of a URL and is used to notify a third-party application that an event has taken place. As soon as specific events are triggered in Pipedrive, the webhook sees those events, collects them, and sends them to a predefined URL as an HTTP request.
Once you've chosen the Pipedrive Dashboard in the SmartBi interface, you'll be asked to connect your Pipedrive account.
You will need to authentify and select the account you wish to track. To do so, you need to be an administrator of the account. Please note that this source will be connected securely. Data transfer is always encrypted end-to-end and your credentials will never be made available.
Click "I've got access! Let's go" if your the administrator of the Pipedrive account. Otherwise please ask the administrator for help.
On the next screen, you will see the fileds required for configuration:
- Domain is the beginning of your pipedrive URL going before .pipedrive.com, e.g. for yourcompany.pipedrive.com the domain name is yourcompany
- Copy the Registered URL (in bold) and add it to your Pipedrive account. (The URL is the webhook).
Here is how to do it:
To add our webhook to your Pipedrive account:
1. Connect to your Pipedrive account with a user which has high administrator rights.
If you do not have an account yet, contact us.
2. Click on the user picture on the top right corner and select Tools and Integrations.
3. In the Tools and apps menu, select Webhooks.
4. Select Create new webhook.
In the Event Action and Event object fields, select the asterisk (*). In the Permission level field, select a top-level admin user. In the Endpoint URL field, paste the URL that we have sent you.
5. Click Save.
6. You will see the Webhook details in the webhook list.
- The API Token is optional and adds another layer of security:
If you would like to add the API token, here is how:
- In your Pipedrive accout, select Company settings > Personal preferences > API.
- Copy the API Token into the configuration field:
Once the domain name and the API token are entered, and the webhook added to your Pipedrive account, click "Authorize".
- Click "Continue to the App"
- The message "Authentication Succeeded" appears, to confirm that webhook could access you Pipedrive account.
- Click "Save and test":
Finally, the test screen appeard and should show the message ""All connection tests passed!" when the process is finished.
We will take it from here and send you an email once your Pipedrive dashboard is ready for use!
If you encounter difficulties, do not hesitate to contact us!