Pipedrive

With the integration to Pipedrive we can collect data from the following:

• Leads
• Deals
• Activities
  

Set up data source

To set up the Pipedrive integration with Board, simply follow these steps:

1. Go to Settings > Integrations

2. Click on Add integration > Select Pipedrive 

3. Optionally, name the data source, e.g., if you have multiple data sources of the same type

4. To set up the integration with Pipedrive, we use OAuth 2.0. This ensures a 100% correct integration based on the rights of your Pipedrive user.

    a. Click start integration

6. Click "Check credentials". If it returns green, the connection to the data is successful. 

7. Finish by clicking Save