Pipedrive

To integrate Pipedrive with Zluri, you must visit the integrations page in your Zluri workspace & click ‘Connect’ on Pipedrive.

Integration with Pipedrive requires authorization from the Pipedrive administrator. If you have the Pipedrive Admin credentials, you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.

If you are inviting your co-worker to complete the authorization, You will need to fill in in his name, email & a note (optional), and we will invite him.

Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

You will be redirected to the Settings page for Pipedrive to fill in Organisation details like the API key, which you can generally find in your Pipedrive Dashboard profile settings.

Usage:

Once you authorise Pipedrive, you will see an overview of how the Pipedrive application is used across your organization.

You will also be able to see which users use Pipedrive & their details, such as last used date, usage & spend allocated to them.

To uninstall the app, hover on the Pipedrive App in the integrations tab & Click 'More Info'. It will open a page like the one below. You can click 'Disconnect' to disconnect the Application from your Zluri account.

If you are facing any trouble or need further assistance, please write to [email protected].