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Pipedrive - Source Configuration

Pipedrive - Source Configuration

Generate a Pipedrive API Token

To authenticate with Pipedrive, generate an API token from your Pipedrive user account.

Follow the instructions in the Pipedrive documentation below:

👉 https://pipedrive.readme.io/docs/how-to-find-the-api-token

After locating the API token, copy it for use when configuring the source in the Multi-Source Importer.

Treat the API token as sensitive information and do not share it publicly.

Create the Source

  1. Navigate to MultiSource Importer.

  2. Open the Source page.

  3. Click the Pipedrive tile.

  4. Fill out Name and API Token.

image-20260312-105735.png

  1. Select Add Source button. Source will be added to the list.

  2. The next step is configuring the Destination: Destination Configuration for MultiSource Importer for JSM Assets.