Introduction
Pipedrive brings a lot of opportunities and features to extend your usage to Oneflow.
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INFORMATION Oneflow Support is available to provide basic configuration & setup support, while an advanced and custom setup may come at an additional cost. |
Prerequisites
To be able to use this integration, your Oneflow account will have to fulfill these conditions:
Requirements
- You have Pipedrive included in your plan.
- You are an administrator of the account with access to the Marketplace.
- You must have an account in Oneflow and Pipedrive with the same email.
- Only workspaces with at least one active Pipedrive template are displayed.
- If you set up the Oneflow app for the first time for your organization, you need the admin role in Pipedrive and Oneflow.
- We recommend signing in to your Pipedrive and Oneflow accounts before starting the installation and setup process.
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Good to know We have a FAQ section for troubleshooting that has our most commonly asked questions and error messages. It is advised to go through these questions and answers thoroughly before contacting support. |
Setup
Install Oneflow for Pipedrive
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INSTALLATION FOR ADMINISTRATORS To install and set up the Oneflow application for Pipedrive for the first time, you need a Oneflow and Pipedrive account with administrative privileges. This is the initial installation and setup for your organization. |
- Go to the Pipedrive Marketplace, search for "Oneflow" and click Install now.
- Review the application permission list and click Allow and Install to provide the required permission.
Configure the setup in the integration
- If your Pipedrive account has administrative privileges: Click on Configure Pipedrive when prompted to 'Connect with Oneflow'. You will then be redirected to the Pipedrive integration page of your Oneflow account. Enable the Pipedrive integration by clicking on Enable, then click on the Authenticate to Pipedrive button to complete the setup.
- Click on Continue to the App when prompted.
- Upon a successful installation, you will be redirected to the integration’s Settings page. A message stating "Integration setup successful" is displayed with a green check mark.
Establishing a connection
- Open one or more templates that you will use in Oneflow.
- Click on the "Data fields" tab to the right.
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From the Select playbook dropdown, select Pipedrive template.
- Ensure the template is published.
Continuing the setup
To read more about completely setting up the configuration, please view one of these articles:
- Installation for non-admin users – Read more
- Create a document template in Oneflow
- Adding data fields to a document template