Login To Pipedrive Account
With your paid version of Pipedrive account, login with your existing email id.
Choose Your Path
There are two steps to your path:
- As a new user, you need to add a company for the first time – Click on ‘Add a Company’.
- If your company is already registered, then you need to Join a Company – Click on ‘Join a Company’.
Assembly Required Details
- Complete the account registration by adding user details, and
- Click on “Next” button.
Make Pipedrive Really Yours
- You are navigated to next window for further information related to the company members using Pipedrive.
- Add the company industry that your company is working in.
- If you want to add the problems, click on the down arrow. The pop list appears, select your problem or just select other.
- Click on – Start using Pipedrive
Glimpse Pipedrive Dashboard
- Once the registration is done, you are directed the Pipedrive Dashboard.
- To generate Pipedrive- API – Click on the arrow next to Profile/ username.
- Click on the “Settings” button.
Generate Pipedrive API Token
- You are now navigated to Personal Preferences section in Settings.
- Click on API button.
- Here, in this section you can copy the API token generated.
Login | CRM Integration With Clodura.AI Suite
- Login to Clodura.AI suite
- Go to Setting -> CRM Integration
- Toggle button below Pipedrive icon
- Paste the AAPI Key copied from Pipedrive here
- Click on Save
Successfully Connected To Pipedrive
- You can see the pop-up once Pipedrive is connected to the Clodura suite
- Click on “Ok” button.
- Next, fill in the company details.
Company | Contact Field Mapping
- Company Field Mapping and Contact Field Mapping section opens up
- Company Name, Name and Email are mandatory fields (Note: No two fields should be same)
- Click on “Save” button.
- Once the field mapping is successfully done, the pop-up window appears to notify. Click on “Ok” button.
Add/Update to Pipedrive
- Check for the button of Add/Update to Pipedrive in your Clodura Account
- Now, you can add companies from Companies section to your Pipedrive CRM.
Add/Update to Pipedrive
Now, click on companies to search for your ideal buyer.
To add the selected companies in your CRM database, below are the steps:
- Select the companies
- Click on Add/Update to Pipedrive
- You can see the dropdown menu –
- Preferred Contacts: Preferred contacts are the key contacts of the companies that you have selected as per the seniority level.
- All Contacts: All Contacts means all the selected companies contacts will automatically get added to your CRM.
Show Contacts
- Select the companies and click on show contacts.
- Here, you select the companies and can also add them directly by clicking on Add/update to Pipedrive.
Add Company Contacts
- Click on the person icon and you will be navigated to the contacts page to selected company.
- From here, you can add the contact to the Pipedrive CRM.