Table of Contents
Connect Aloware and PipeDrive
Connecting Aloware and PipeDrive provides a secure and automated way to manage contacts' information, users, and leads on both platforms.
Screenshot of Aloware App Panel in Pipedrive:
Below, learn how to set up your Aloware and PipeDrive integration.
Integration Prerequisites
Only Admins can integrate Aloware and PipeDrive
Admins should use the same email for Pipedrive and Aloware accounts
Authenticate Pipedrive Account
In your Aloware Admin account, go to the Integrations tab
Search for the PipeDrive card, then click Settings
In Aloware's PipeDrive settings, enable the Integration status button, then click "Authenticate"
You will be redirected to the PipeDrive login portal to enter your credentials
Read through what to expect in the integration
Click the Allow and Install button
Confirmation
Check Connection
To know if you successfully integrated your Aloware and Pipedrive account,
Go to Integration Settings, click the Check Connection button
Your Connection Status should display Connected
Re-authenticate
If the Pipedrive Integration is already authenticated but the features aren't showing or functioning yet, you might need to "Re-Authenticate" Pipedrive again in the Pipedrive integration settings.
The process after clicking the "Re-Authenticate" is the same as after clicking the "Authenticate" button.
After authenticating your Aloware and PipeDrive accounts, you should now configure your integration settings.