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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.

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Generating API token and Company domain

1

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.
Profile icon
2

Provide company details

Provide your company’s name and domain, then click the Save button.
Company details
3

Generate API token

Go to the Personal Preferences page and navigate to the API tab in order to generate a new API token.
API tab
Congratulations! You are now ready to connect with StackOne.

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Utilizing the API token and Company domain

1

Enter the Details

Upon reaching the Link Account page, enter the gathered details and proceed by clicking the Connect button.
Link Account