Help Document for Pipedrive CRM Integration

 

What is Pipedrive CRM integration?

 

Pipedrive CRM integration is a customer relationship management tool that automates the creation of accounts & contacts in Vultus.

 

How to setup Pipedrive CRM in Vultus? 

 

To setup Pipedrive CRM in Vultus:

  1. Go to Integrations from the Settings menu
  2. Click on Add New Key under Pipedrive
  3. Enter the Customer-Auth API key and select the Account Owner
  4. Click on the Save button

Where can you find your Customer-Auth API key? 

 

  1. Login in to your Pipedrive CRM account
  2. Click on Settings.
  3. Click on API & copy the Customer-Auth API key

 

How does Vultus Recruit create accounts & contacts automatically? 

 

  1. Recruit will read the accounts & contacts from Pipedrive CRM configuration and create the accounts & contacts automatically for that account
  2. Users will receive an email notification every time an account/contact is created.