Pipedrive Integration

Modified on Mon, 20 May 2024 at 05:03 AM

Integrating Pipedrive with Josys enables the IT Admin to view and manage accounts.


Key benefits  

When you integrate Josys with Pipedrive, you can view a list of user accounts, including details such as their status, roles, timestamp of account creation and last login.

Note: Josys supports multiple Pipedrive integrations.



Prerequisites


Before you begin with the integration, make sure that you have a Pipedrive admin account.


Steps to Integrate

Step 1: Select Pipedrive from the App Catalog in the Apps section.



Step 2: Provide a suitable Label for identification. Click Next to proceed. 


Step 3: Log in to Pipedrive using an admin account. Follow the guided steps to authorize Josys and complete the integration



Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.  



 

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