Category: Customer relationship management
Pipedrive is a customer relationship management (CRM) software designed to help businesses manage their sales processes more effectively. It provides a visual and user-friendly interface that enables sales teams to track deals, communicate with leads and clients, and automate repetitive tasks throughout the sales cycle.
Tier: 3
Type: Source
Authentication: OAuth 2
Resources:
Resources | Sub resources | Status | Description | Parameters |
|---|---|---|---|---|
Leads | All Leads | Yes | Lists all the Leads | NA |
Deals | All Deals | Yes | Lists all the running and completed Deals | NA |
Products | All Products | Yes | Lists all Products associated with account | NA |
Activities | All Activities | Yes | Lists all the Activities associated with account | NA |
Organizations | All Organizations | Yes | Lists all the Organizations connected to the business | NA |
Pipelines | All Pipelines | Yes | List all Pipelines created | NA |
Persons | All Persons | Yes | List all Contacts | NA |
EazyDI create connection:
Connection Properties:
Name | Mandatory | Description |
|---|---|---|
Connection Name | Yes | Name of the connection |
Description | No | Description of connection |
Authorize | Yes | To authorize EazyDi app with your pipedrive account |
Creating Pipeline:
Step 1: Select Source Connector as Pipedrive.
Step 2: Select Connection from the dropdown
Step 3: Configure the connection object and click Save button.
Step 4: Verify the connection details in the section and click on Next button
Step 5: Select the Target connection and connection object and click on Next button.
Step 6: Configure field mapping page and click on Next button.
Step 7: Select the scheduling and proceed ahead by clicking on Next button.
Step 8: Confirm the details that you have selected for this pipeline and click on Submit and the pipeline will be created.