Integrating PipeDrive

Written By Stefan S.

Last updated About 22 hours ago

PayKickstart integrates with Pipedrive to automatically create and/or update Pipedrive deals based on customer action events in PayKickstart.

Please Note: You must first have an active PayKickstart vendor account and an active PipeDrive account.

NOTE:

As the PipeDrive platform is very complex, there are many opportunities for additional improvements with the PipeDrive integration. If you have a specific need with the PD integration that we do not currently offer, please submit a detailed feature request here. Our team would be happy to review the request for possible future updates with the PD integration.

Now, when a customer purchases your main offer product, they’ll automatically be added to this PipeDrive list that you’ve chosen.

Step 1: Access the Configure → Integrations section

Step 2: Adding the API Key and Authorizing the PipeDrive integration

Step 3: Creating an Automation Trigger for your Product(s)