If you are Pipedrive CRM user, here are the steps to add it to your Clodura account.

Prerequisites:#

How to generate Pipedrive API Credentials?#

(With your paid version of Pipedrive account, login with your existing email id)

These are the steps for the new user:

Adding Pipedrive API Key in Clodura.AI#

Once the field mapping is successfully done, the pop-up window appears to notify. Click on Ok.

Check for the button of Add/Update to Pipedrive in your Clodura Account

Now, you can add companies from Companies section to your Pipedrive CRM.

Latest Features#

Add/Update to Pipedrive:

Now, click on companies to search for your ideal buyer.

To add the selected companies in your CRM database, below are the steps:

Preferred contacts are the key contacts of the companies that you have selected as per the seniority level

All Contacts means all the selected companies contacts will automatically get added to your CRM

Show Contacts:

Select the companies and click on show contacts:

Here, you select the companies and can also add them directly by clicking on Add/update to Pipedrive

Add Company contacts

Click on the person icon and you will be navigated to the contacts page to selected company.

From here, you can add the contact to the Pipedrive CRM.