This guide will walk you through:
- Capturing Lead & Deal Activities: Connect Pipedrive with WiserNotify using a webhook to fetch real-time lead, deal, and customer activity data.
Add API Key to Connect Pipedrive to pull the events lead data
Step 1. Get the API Key from Pipedrive
1. Click on your username then one drop-down open.
2. Click on the setting inside a dropdown.
1. Click on the setting.
2. Click on Personal Preferences.
3. Click on the API tab.
Step 2. Configure API Key in Wisernotify.
- Go to WiserNotify > Pipedrive Integration.
- Click on the Integrate button inside the Integration box.
- Paste API token.
- Enter the Name of your connection
- Click on the Create button.
The last 30 entries from the API key will be fetched automatically once you provide the correct details. This enables you to start displaying the existing old data in the notifications.
Note:
Make sure you select this integration as data-source for the notification (Customize notification > Data-source > Select this integration)
Important: After making changes, check your notification in a private browser to avoid cache issues.
Need Help?
Explore our Troubleshooting Guide or contact our live chat support from your WiserNotify account. We’re here to assist you promptly.
