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Pipedrive

The data from Entercheck can be exported to Pipedrive during the Workflow execution. To enable this feature, you need to provide Entercheck with access to your Pipedrive account using the Pipedrive API.

You will also have to configure the Workflow to export the data to Pipedrive. See more about the Workflow Tasks page.

Configure Pipedrive​

  1. Log in to your Pipedrive account.
  2. Click on your user profile icon in the top right corner, and select "Personal preferences" from the dropdown menu.
  3. In the Settings, click on the "API" tab.
  4. Enable API access by checking the appropriate box or selecting the option to generate an API token.
  5. Save the changes.
  6. Copy the generated API key to your profile in the Entercheck portal
Use separate account

It is a good idea to use separate API keys or a dedicated account for API access rather than using personal keys or credentials. This helps in managing and securing API access separately, assigning specific permissions, and maintaining an audit trail of API activities.

Once Entercheck has been granted access, it will be able to export data directly into your Pipedrive account.

Add Pipedrive Export Task to Workflow​

To export data to Pipedrive, you need to add the "Export to Pipedrive" task to the Workflow. This task will export the data to Pipedrive during the Workflow execution.