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How to Connect

1. Go to Integrations > CRM > Pipedrive
2. Click Connect
   
3. Click on Personal Account (e,g. Payal Singh )
   
4. Enter Client id & Secret key
5. before clicking SAVE Copy Callback URL shown in attached image.

• Access to information
• Contacts → Full access
• Activities → Full access
• Click SAVE
• Setup Completed.

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How to Enable Pipedrive Inside Your Events

• Go to Event Types

• Click on your event
• go to integrations

• Enable Pipedrive

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Make a Booking with Custom Question

1. Open Booking questions inside your event.
2. Click Add / Edit booking question.

3. Select Pipedrive Custom Field.
4. Enter API Key & Setup your booking question

4. Save the question.
5. Open your booking link.
   
6. Fill in the form and submit.

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New Contact Created

• A new Person record is automatically created.
• Name, email, phone, and mapped custom fields are populated.

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Existing Contact Updated

• The existing Person record is updated.

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Pipedrive Activity Section

1. Go to Activities in Pipedrive.
2. A new meeting activity is created automatically.