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Pipedrive Integration

Overview​

Integration with Pipedrive into FrontierZero, will allow us to get this data:

  • User accounts, their activity and last login dates.
  • User roles.

Prerequisites​

Before you begin, ensure you have the following:

  • An active admin account on Pipedrive.

Integration Steps​

  1. Log in to FrontierZero platform, and navigate to Integrations page.

Integrations Page

  1. Click on the Add a new integration* to open the Integration Catalog.

Add a new integration

  1. Select the Pipedrive Integration

Pipedrive Integration

TIP

You can search for an integration group by its name through the Search box on the top right.

  1. Select the level of access you want to grant FrontierZero on your Pipedrive organization, your Pipedrive plan and click on Connect.

Pipedrive Connection

  1. Once the integration is created, you will need to authorize the connection. You can either click on "Authorize" or copy the authorization link and send it to a Pipedrive admin to do it.

Pipedrive Integration Page

  1. Follow the instructions on your Pipedrive admin account and approve the permissions requested.

Pipedrive Authorization

If the integration is successful, you should see a successful message with a green checkmark. By going back to the integration page, you will see data started to synchronize.

Support​

If you need assistance or have any questions related to integrations, our support team is here to help. Contact us through the following channels:

Email: support@frontierzero.io

Our support team is available during regular business hours to address your queries and provide assistance.