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How to connect Pipedrive to Instantly
How to connect Pipedrive to Instantly
Updated over 4 months ago

You can also connect your Pipedrive to Instantly and import leads to your campaigns or lists. To achieve it, you must connect first your Pipedrive account to Instantly.

Here are the following steps to connect your Pipedrive.

  1. On your Account Settings tab, select Settings.

  2. Click the Integrations tab.

  3. Select Connect Pipedrive.

  4. Select the API method to authenticate as this method is more stable.

  5. Click Continue to allow access to Instantly.

  6. Copy your Pipedrive subdomain and enter it to Instantly.

  7. Click Submit.


Using API Key or Access Token

Using API Key or Access Token is known as the recommended method. Here are the steps to do the following.

  1. After Step 3 above, you will be asked to enter your credentials in Instantly.

  2. Log in to your Pipedrive account.

  3. On your account name, click on Company Settings.

  4. Select Personal Preferences and click API.

  5. Copy your API token.

To learn how to import leads from Pipedrive to Instantly, read this article.

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