Purpose
This article goes over step by step how to connect and get started with the Allbound Pipedrive Integration. This is everything you'll need to do on your side within Pipedrive before you start mapping fields with your integration specialist.
Step 1 - Create The Allbound Integration User in Pipedrive
You will need to add integrations@allbound.com as a user in your Pipedrive for the Allbound integration to access the Pipedrive API. Pipedrive requires an authenticated user license to be associated with read/write permissions in order to make API calls through an integrated app. Allbound will need read/write permissions to the following objects in Pipedrive: Person, Organizations, and Deals. This user is tied to the API and therefore cannot be shared with anyone on your partner program team. Credentials for this user will be validated before the integration process can begin.
We recommend super admin access to avoid errors and sync failures due to restricted field permission sets.
CREDENTIAL REQUIREMENTS:
Full admin access to view, read, edit, and create Organizations, Person, and Deals
Username: integrations@allbound.com
Step 2 - Create Allbound Integration Fields
The Allbound Integration requires custom fields to function properly with the integration. Please add the following fields to your Pipedrive objects.
You will need to add the following required Allbound fields to the Organizations, Person, and Deals objects in order for the integration to function properly.
Person Object:
Allbound ID
The object Type = Person
Label = Allbound ID
Field Type: Single Line Text
Allbound Deal ID
The object Type = Person
Label = Allbound Deal ID
Field Type: Single Line Text
Organization:
Allbound Deal ID
The object Type = Organization
Label = Allbound Deal ID
Field Type: Single Line Text
Allbound ID
The object Type = Organization
Label = Allbound ID
Field Type: Single Line Text
Allbound Status
The object Type = Organization
Label = Allbound Status
Field Type: Dropdown Select
Values:
Active
Inactive
Pending
Deals:
Allbound ID
The object Type = Deals
Label = Allbound ID
Field Type: Single Line Text
You'll be able to locate the field API keys by navigating to your Company Settings > Data Fields. Then, select the object where the field lives. Next, you'll see three dots to the right of each field that lives on the object. Select the three dots and click, "Copy API key". Then, add the API keys to the mapping doc provided by your Allbound Integration Specialist.