Installing Pipedrive CRM Connector
To install the Pipedrive CRM connector, go to the STACKED Dashboard, the App Connections page, click the +Add Connection button and select Pipedrive:
You will be redirected to your browser. If you’re not already logged into your Pipedrive account, log in first.
Pipedrive will display a consent dialogue detailing the access permissions being granted. If the account lacks admin privileges, a warning message will appear at this point.
Admin access to Pipedrive must be granted during this initial install.
If you are installing the Dux-Soup Connector for the first time, ensure you log in using an admin account. This is necessary because STACKED will create additional fields for the People and Organisation objects to function correctly.
After clicking "Allow and Install", the app will be installed. You will then be redirected to the dashboard, where the newly added connector will be displayed as inactive.
You can turn on your Pipedrive integration after reviewing your settings here:
Now, when you open a contact in Pipedrive, the newly added fields and the Dux-Soup Connector panel will be visible.
