This article will cover how to integrate Pipedrive with your ClickFunnels 2.0 account. Pipedrive is a cloud-based customer relationship management (CRM) tool designed by and for sales teams.
Important Note: Ensure you are logged into your ClickFunnels and Pipedrive accounts before starting the integration.
Requirements:
An active ClickFunnels 2.0 account
Adding a new integration in ClickFunnels:
From the left bottom corner, click the Settings icon, then click on Integrations.
Click on Connect Integration.
Select Pipedrive from the Integrations tab.
You will be prompted to select a way to authenticate. Select Provide an API key and click on Next.
A new pop-up window with a form to add our Pipedrive API Key will appear.
Important Note: Consider turning off your pop-up blockers or adding this site as a secure site if you can't see the pop-up window from your browser.
Get your API from Pipedrive
Open the menu in the top right corner and click on Personal Preferences.
Click on the API tab and Copy your API key from there.
Adding your API to ClickFunnels:
Paste the API key in the API key field and click on Proceed.
If the integration succeeds, you will see the integration in the integrations dashboard under the “Active” status.