Merge Pipedrive’s power with our efficient proposal-building process for the best of both worlds. The first step is contacting your account manager to enable the integration.

Follow these steps to integrate Pipedrive into your Octiv account:

  1. From your Pipedrive account, click your name in the upper right corner.
  2. Select Personal.
  3. Select API.
  4. Copy your API token (the long string of letters and numbers).
  5. Hop over to the Account Settings view of your Octiv account.
  6. Click Integrations.
  7. From the Integrations menu, click Pipedrive.
  8. Paste your API token into the API Key field.
  9. Click Save.

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