How to connect Pipedrive to ARIQ
Use this guide when an agency connects a client's Pipedrive account, or when a business connects its own Pipedrive account. The connection is saved on the open project.
Personal API tokenWho connects Pipedrive
The connection is saved on one project. An agency connects each client from that client's project. A business connecting its own account uses its own project. Both follow the same Connect button.
Sign in to ARIQ with your agency user. Open the client project, then connect that client's Pipedrive account. The client does not need an ARIQ login. Use the Pipedrive login that can already see that client's data.
Sign in to ARIQ, open your project, and connect the Pipedrive account this business already uses. You approve access with that same account.
Connect it inside ARIQ
- 1Sign in to ARIQ.
- 2Open the project this account belongs to. Switch projects from the left sidebar if you manage more than one client.
- 3Open Pipedrive from the workspace tabs, or go straight to the Pipedrive page.
- 4Click Connect. ARIQ asks for the key from the Pipedrive account. Copy it from Pipedrive, paste it into ARIQ, and save. The key is stored on this project.
- 5Stay on that project and sync. The page shows live numbers only after this account is connected. Another client's project stays empty until you connect it there too.
On Pipedrive, before you click Connect
Do this in the Pipedrive account that belongs to the client, or in your own account if this project is your business. Then come back to ARIQ and click Connect.
Copy the personal API token
Pipedrive APIIn Pipedrive, open Settings, then Personal preferences, then API. Copy the personal API token.
Paste the token
Enter the token on the Pipedrive page. Do not put it in a URL yourself.
Sync the company
ARIQ calls users/me and then can read deals for that company.
What shows up after the account is connected
Import deals, stages, and the company user from a Pipedrive account.