Pipedrive
Follow these steps to connect Pipedrive with StackOne Hub successfully.
Ensure you have Admin privileges for your Pipedrive account.
If you’ve been directed to StackOne to integrate with Pipedrive, the following steps will help you understand the process and any necessary actions to configure successful integration.
Generating API token and Company domain
Access Company settings
To access the Company settings, click on the Profile icon located at the top-right corner of the screen, and select it from the menu that appears.
Provide company details
Provide your company’s name and domain, then click the Save
button.
Generate API token
Go to the Personal Preferences page and navigate to the API tab in order to generate a new API token.
Congratulations! You are now ready to connect with StackOne.
Utilizing the API token and Company domain
Enter the Details
Upon reaching the Link Account page, enter the gathered details and proceed by clicking the Connect
button.
Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!