Connect Pipedrive

Pipedrive is a CRM built around a sales pipeline. Connect it with your API token and send your affiliates there as people.

Find your token in Pipedrive

1. In Pipedrive, click your profile picture, then Personal preferences.
2. Open the API tab and copy your personal API token.

If you can't see the API tab, an admin in Pipedrive has to allow it for your user.

Connect

1. Go to Settings, then Integrations.
2. On the Pipedrive card, press Connect and paste the token.

We check it with one read, then store it encrypted. You won't see it again.

Send

1. Go to Lists.
2. On a list or a segment, press Send to another tool, then Pipedrive.
3. Press Check who goes, then Send to Pipedrive.

You can send one affiliate from their card too: open it, then Send to another tool on the Overview tab.

What lands in Pipedrive

• One person per affiliate with an email, matched by email. Someone already there keeps their name and email as you have them.
• Their stage, in a text field we add called RecruitAffiliates.ai stage.
• Nobody who opted out, asked to be removed or was marked Do not contact ever goes. Nor does anyone who's already your partner, or anyone with no email.

Keep stages in sync

Tick Keep stages in sync on the card. Once a day, anyone you sent who moved stage here is updated in Pipedrive. Nothing comes back from Pipedrive.

Plans

Every Pipedrive plan has API tokens, and there's a 14-day free trial. Here, it needs a paid plan with exports, Launch or higher.