Overview
This section describes how to integrate Pipedrive on Josys's App Catalog page.
Integration Specifications
| Target Plans | All |
|---|---|
| Admin Role for Integration | Deals app & Global permissions & Account settings |
| Integration Method | OAuth |
| Integration Key | |
| Supported Features | Account Visibility License Visibility |
| Account Visibility | Pending Active Inactive |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Available Settings upon Provisioning | |
| Available Settings upon Deprovisioning | |
| Billing Information | How to Check Billing Information |
| Visible Items |
• Permissions • Status |
| Retrieved Items for License Management | App Usage Status (Source: Last Login) User License Assigned |
| Common Items | Role Status User |
| Retrievable Permission Types | • Deals App • Global permissions • Account settings |
| Edit Permissions |
Integration with Josys
- From the left sidebar of Josys, click Integrations > App Catalog.
- Search for Pipedrive and click it.
- The setup page will be displayed on the right.
-
Click Next, log in with an account that has "Deals app", "Global permissions", and "Account settings" permissions, and complete the integration.
- Deals app: Checked, permission level of Regular User or higher for deals
- Global permissions: Checked, permission level of Regular User or higher for global
- Account settings: Checked