What can I do with the Pipedrive integration?

With the Droyd <> Pipedrive integration, you will be able to create various metrics using data from your CRM and push them to Slack or in one of our available destinations.

Everything is customizable. You will be able to create your own set of business metrics.

How to connect to Pipedrive?

  1. Go to the Integrations page and then New app.
  2. Click on Pipedrive in the list of available integrations.
  3. Log into your Pipedrive account in the page you are redirected to.
  4. Authorize the Droyd app, you will be redirected to the Integrations page.

How to create your first metric?

First of all you need to give a name to your metric. Then, you need to pick the datasource your metric will be using (in our case, the Pipedrive datasource that you setup earlier)

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/fb7e70a3-2645-4b96-8be6-68c5844fad8b/Untitled.png

The Droyd <> Pipedrive integration is using your existing filters in the Pipedrive application. You need to pick one of the three available types which will automatically display the available filters.

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/372b18fe-26ef-47b4-a69d-efe0b733b48f/Untitled.png

Once you picked the type and the filter to use, you can choose the KPI and click on the "save" button.

There you go, you just created your first Pipedrive metric, congratulations!

Frequently asked questions

How can I add more filters?