This document provides a step-by-step walkthrough for setting up Popl’s direct integration with Pipedrive. Once configured, this integration allows you and your team to instantly sync leads collected through Popl directly into your Pipedrive account.
Connecting your Pipedrive Account
1. From the home page of the Popl dashboard, click into the "Integrations" tab. Then find the section for Pipedrive and click on the tile.
2. Next, you will be taken to the Connect page as shown below. Choose if you want to connect the Pipedirve integration for your entire team or certain subteams. (Connections can be unique per subteam). Once you’ve made your selection, click on “Connect Integration".
3. You will then be redirected to a window asking you first to sign-in to your Pipedrive account. The account you use to login here should be a Pipedrive admin to allow our integration to work correctly.
Popl Pipedrive Integration Popup
4. After logging in and granting access, you’ll be redirected back to the Popl dashboard to your Pipedrive Configuration page.
Congrats! 🎉
Now you or your team can sync leads at any time from the Popl Dashboard or the Popl mobile app to your connected Pipedrive account. See our addtional Pipedrive articles to customize your setup.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].