PipeDrive

Integration

Connect your PipeDrive account to automatically share contact information

What does the PipeDrive integration do?

The PipeDrive integration allows you to connect your XAI instance to your PipeDrive account in order to automatically share and update data between both accounts and centralize your PipeDrive data in your XAI instance.

How do I setup the PipeDrive integration?

Contact your Customer Success Representative to open up your advanced settings panel, where you'll be able to add your PipeDrive account using your PipeDrive URL, Token, Webhook User, and Webook Password. You'll also be able to specify which fields you want automatically updated.

Support for the PipeDrive integration

The Xperx team will happily assist you with connecting to your PipeDrive account. However, any configurations required on the PipeDrive side will be your responsibility.