Installing Pipedrive CRM Connector
To install the Pipedrive CRM connector, go to Dux-Dash, CRM Connections page, click on the New Connection button and select Pipedrive:
You will be redirected to Pipedrive Marketplace. If you’re not already logged into your Pipedrive account, log in first, then click the Install Now button to proceed.
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 the Pipedrive must be granted during this initial install.
If you’re installing the Dux-Soup Connector for the first time, ensure you log in using an admin account. This is necessary because Dux-Soup will create additional fields for the People and Organization objects to function correctly.
After clicking "Allow and Install", the app will be installed. You will then be redirected to Dux-Dash, where the newly added connector will be displayed.
Now, when you open a contact in Pipedrive, the newly added fields should be visible.
You can access Pipedrive CRM integration if you have Dux-Soup Turbo or Cloud.