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:
- From your Pipedrive account, click your name in the upper right corner.
- Select Personal.
- Select API.
- Copy your API token (the long string of letters and numbers).
- Hop over to the Account Settings view of your Octiv account.
- Click Integrations.
- From the Integrations menu, click Pipedrive.
- Paste your API token into the API Key field.
- Click Save.
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