Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

This is pretty easy to get up and running.

 Video Overview

Pipedrive is the CRM we use ourselves and we’ve integrated the hell out of it. Our Pipedrive sales rep tells us we use their APIs more than any other customers (smile)

pipedrive.mp4

It’s really powerful getting Feeder interfaces working like this.

 Import +URL component git@bitbucket.org:interfaceware/pipedrive-feed.git
git@bitbucket.org:interfaceware/pipedrive-feed.git
 Signup for or use your Pipedrive Developer Sandbox account!

For development and testing, make sure you are using your Pipedrive Developer Sandbox, not Production!

See Getting ready for your Pipedrive integration

 In Pipedrive Settings / Personal preferences, get your API key

We’ll need this API Key to authenticate IguanaX with Pipedrive.

 Put your API key and your domain into the AccessToken and PipedriveDomain fields

For us, our domain is ‘interfaceware’ as in interfaceware.pipedrive.com

 Start her up and vrooommmm! We have deal data!

 Once you have your Deal Feed - the fun begins with feeding data out

There is a lot you do once you tap into that tasty Deal data. You can start to trigger actions into Slack based on deal actions. We can pipe the data into a Mirror Database and then drive reporting feeds off it into live Spreadsheets.

 What's next?

Next couple of things are supporting custom fields. We’ve done it before - it’s not difficult.

We’ve done a huge amount of integration of our Pipedrive system with other applications we use like our accounting system Xero and our Email with Iguana 6. It’s pretty exciting taking a fresh look at everything with Iguana X.

  • No labels