1. Connect your Pipedrive account
There are two ways to connect Pipedrive accounts in Myphoner:
Connect your own Pipedrive account from Manage -> Settings -> Integrations.
Connect (multiple) client-held Pipedrive accounts (requires the Premium plan) from Manage -> Clients -> edit client.
Click "Connect" under Pipedrive and follow the instructions to authorize Myphoner access to your Pipedrive account.
Connecting your own Pipedrive account from Myphoner settings
Connecting clients' Pipedrive accounts from the Client management section
2. Enable the integration from the list configuration
Enable the integration for each of your Myphoner lists, where you want it. Go to Manage -> Lists -> edit list -> Pipedrive to enable and configure the integration.
Configure and enable the Pipedrive integration from the Myphoner list configuration section.
3. Check the mappings
Ensure that the fields and users are mapped correctly.
Checking integration mappings from the List configuration section
That's it!
Once you enable the integration, Myphoner will start synchronizing with Pipedrive according to your configuration.




