How to Use PipedrivePlus

Installation Instructions

To install the PipedrivePlus app, follow these steps:

  1. Follow the installation link or search for the app in the marketplace.
  2. Install the app.
    3. Add to monday.com

Prerequisites

  • A valid monday.com account.
  • Basic understanding of how to navigate and use monday.com.
  • A valid Pipedrive account.

Please ensure you meet these prerequisites before proceeding with the installation of the PipedrivePlus app.

First Time Use Instructions

To get started with the PipedrivePlus app, follow these steps:

  1. Install the app from the monday.com Marketplace, or click the Add to monday button above.
    Install the PipedrivePlus app from the monday.com marketplace
  2. After installing the app, you will be redirected to the Admin UI, where you can configure the app and connect your Pipedrive account. The first step is to authorize monday.com. Click the Authorize monday button, and you will be redirected to the monday.com authorization pop-up page. After authorizing monday.com, you will be redirected back to the Admin UI.
    Authorize monday.com in the Admin UI of the PipedrivePlus app
  3. On the monday.com authorization pop-up page, click the Authorize button to authorize monday.com.
    Authorize monday.com popup
  4. The next step is to authorize Pipedrive using an API key. Obtain the key by following the on-screen instructions. After pasting the API key into the appropriate field, click the Connect Pipedrive button. After authorizing Pipedrive, you will be redirected back to the Admin UI.
    Authorize Pipedrive in the Admin UI of the PipedrivePlus app
  5. You should now see the Admin page, where you can find Connections, Plan Usage, Automation Operations History, and the Support section in the bottom-left corner. You can also disconnect your Pipedrive and monday.com accounts from the app by clicking the Disconnect Connection button.
    Admin page of the PipedrivePlus app
  6. Now let's build an automation. You can do this either through a workflow or through a board's Automations section. The steps are similar in both cases, but first we will show the workflow method.
    Start a new workflow and add a PipedrivePlus trigger. You can find the trigger by searching for it in the Triggers section.
    Search for PipedrivePlus in the Integrate section
  7. Configure the trigger with your pipeline and stage.
    Configure the trigger with your pipeline and stage in the PipedrivePlus app
  8. After configuring the trigger, you can add the action to your workflow. You can find the action by searching for it in the Actions section (for example, "Create item"). Once you add the action, choose a board and map the Pipedrive fields from the trigger.
    Adding the PipedrivePlus action to your workflow
  9. After choosing the board, map its columns to Pipedrive-specific fields. The values from these fields will be used when creating your items.
    Mapping the fields with options from the trigger in the PipedrivePlus app
    Populating the item fields with values from the trigger in the PipedrivePlus app
  10. You can also use these integrations in the Automations section.
    First, navigate to the Automations section of a board and choose to create a new automation from scratch. Then, choose the PipedrivePlus trigger and action to add them to your automation.
    Opening the Automations section and choosing to create a new automation from scratch in the PipedrivePlus app
    Starting with an empty automation in the PipedrivePlus app
    Now add the PipedrivePlus trigger and action to your automation, and configure them as explained in the previous steps. Choose the Pipedrive pipeline and stage. Then configure the action by choosing the board where you want to create items and mapping the fields to values from the trigger. After you finish configuring the automation, click "Create automation".
    Adding the trigger and action from PipedrivePlus in the automation
    Setting up the fields with the desired mapping in the PipedrivePlus automation

If you encounter any issues, please refer to the Support section for assistance.