Please Note: As of October 1st, 2020 the Pipedrive Connector is no longer officially supported by Formstack Sync
Pipedrive requires an API Key in order to communicate to its API. You can find Pipedrive API Key by doing the following:
- Login to your Pipedrive account
- Click on the menu indicated by your name in the upper right-hand corner and select "Settings" from the drop-down menu
- In the "Personal" section select "API"
- Copy the value in the green "Your Personal API Token" field
Once you have your API Key, simply enter it into the Connector Settings screen and click "Save"
There is an advanced option for Pipedrive that allows you to decide if you'd like to be able to create Opportunities within Pipedrive through your Formstack Sync integration. The default is to only allow for reading and updating of data on an Opportunity since often these records originate from your CRM system. However, if you have a scenario where you'd like another system to create Opportunities in Pipedrive, you'll want to change this setting.