CRM
Connect Pipedrive to TruLata
Paste a key. The steps below are read from the Pipedrive card on the Integrations tab of your dashboard, so they match what you see.
#Steps
- In Pipedrive: your name at the top right, Personal preferences, API.
- On the Integrations tab of your dashboard, open the Pipedrive card, fill in the API token and press Connect. TruLata checks it works before saving it, keeps it encrypted and only reads with it.
#After you connect
The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Pipedrive appears once the connection works.
What Pipedrive brings into TruLata, and which tab it fills: Pipedrive and TruLata.
Every integration, and how each kind of connection works: Connect a tool.
Still stuck?
Send a requestAsk on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

