To integrate Pipedrive with Zluri you have to 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 his name, email & a note (optional) and we will send an invite to 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 Organisation details like API key which you can generally find in profile settings of your Pipedrive Dashboard
Once you authorise Pipedrive, you will be able to see an overview of how 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 please hover on the Pipedrive App in the integrations tab & Click 'More Info'. It will open a page like below. You can click 'Disconnect' to disconnect the Application from your Zluri account.
You can reach out to us through any of the following channels in case you face any difficulties in integrating Pipedrive with Zluri.
Phone : 🇺🇸 +1 628-243-5870 🇮🇳 +91 9019 096 678
Email : email@example.com
You can also reach out to us through the live chat window on the bottom right of the screen.
We will respond to your query within 24 hrs.