Step-by-Step Guide to Integrate PipeDrive with Salesforce Using MultiSync Made Easy

In this guide, we have mentioned the key steps of how to integrate PipeDrive into Salesforce using MultiSync Made Easy.

A Step-by-Step Process

Look at the following steps to find the API key

Step 1:-  First, sign in to your PipeDrive account and If you don’t have one, create a new account from here.

Step 2:-  After logging in, you will see your account dashboard like this.

Step 3:-   Open your profile menu and select Company Settings.

Step 4:-   Select the Company Settings.

Step 5:-  Go to Personal Preferences.

Step 6:- Select the API option and copy your API key.

Step 7:-   Obtain the API link to retrieve data. Refer to the Pipedrive documentation for Person Fields:

PipeDrive API Documentation – Person Fields.

Conclusion

This is our strategic guide to integrating with PipeDrive. You can explore the app at your convenience, and if you need any further assistance, please contact our Support team.