Pipedrive

The first time you add a Pipedrive¬†card to a FLO, you need to set up a configuration for that Connector. Setting up a configuration will allow you to connect to your Pipedrive¬†account, save the information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in everytime you want to build a FLO with this Connector. After you’ve set up one configuration, you can choose to use that configuration again, or set up a new one.

You can set up and save multiple configurations and share them with your teammates. Here’s how to set up a new configuration in Pipedrive:

  1. Click +Add Account
  2. Give your configuration a nickname such as “My Pipedrive Account”
  3. Find your API token:
    • Log in to your Pipedrive account
    • Click on “Settings” in the upper right hand corner
    • Under the “Personal” tab, click “API”
    • Copy the API token within the green box
  4. Paste the API token into the field and click “Next”

And your configuration is complete!

Events:

  • New Mail Message - Start FLO when a new mail message is sent to or received from a contact
  • New Record - Listen for new records
  • Updated Field in Records - Listen for updated fields in all records of the specified type
  • Updated Record - Listen for updated records

Actions:

Other: