This article demonstrates how to establish a connection between Pipedrive and Quickwork Journey Builder.
What you'll need:
Skill level: Easy
Time required: 3 minutes
- Pipedrive account
To connect your Pipedrive account with Quickwork Journey Builder, follow these steps:
- Go to Quickwork Journey Builder and click the Simple Action button under the Steps section and choose the Pipedrive app from the Apps list. There are no triggers for this app.
- Choose an action of your choice.
- Click on the Link an account button to establish a new connection.
- The Connect to Pipedrive window will pop up containing the API token field:
- To get the API token, log in to your Pipedrive account. Click on your profile icon in the right-hand side top corner. Click on Personal preferences. Click on the API tab under personal preferences. Your API token will be displayed on the screen. Copy it:
- Now paste the copied credentials in the Connect to Pipedrive window:
- Now, click the Link account button. Your Pipedrive will get connected successfully.