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Setting up the Pipedrive integration

How to connect and enable data synchronization between Pipedrive and Myphoner

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

1. Connect your Pipedrive account

There are two ways to connect Pipedrive accounts in Myphoner:

  1. Connect your own Pipedrive account from Manage -> Settings -> Integrations.

  2. 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.

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