Below are instructions on how to set up the one-click integration for the OpenMoves / PipeDrive Connector. If you are interested in our more advanced integrations please email us at firstname.lastname@example.org or call us at 631-546-7779.
- In the PipeDrive Marketplace find the OpenMoves / PipeDrive Connector.
- Click the green “Install now” button and grant OpenMoves access to your Pipedrive data. This will create your integration account and take you to the OpenMoves / PipeDrive Connector dashboard.
- In the dashboard enter your OpenMoves API key and password into the form and you are ready to go!
(Don't know where to find your OpenMoves API key? Click here!)
NOTE: If you do not complete your installation by entering your API key now, you will be able to log in to the integration platform and update it later. Please note that your integration will not be complete without the API key.
You will also receive an email with your OpenMoves / PipeDrive Connector dashboard login and password. This login can be used to update your integration settings in the future. (The email will come from email@example.com. If you do not see it, please email us at firstname.lastname@example.org or call us at 631-546-7779 and we will reissue you the password information.)
Once you have set up your integration you are now able to customize it! Go to “Custom Field Settings” to select which data fields you would like to see in the OpenMoves platform. Any time a contact is added or updated, this information will be transferred along with the contact’s name, email address and phone number into OpenMoves for use in segmentation and your email campaigns!
That’s it. You’re ready to start sending email campaigns from OpenMoves and see activity reflected in Pipedrive!