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 menu.
Navigate to the Pipedrive card, then click Settings.
In Aloware's Pipedrive Integration settings page, enable the Integration status button, then click the Authenticate button.
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 accounts,
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.