OpenMoves / PipeDrive Connector - Basic Setup and Installation
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 email@example.com 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 firstname.lastname@example.org. If you do not see it, please email us at email@example.com 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!
OpenMoves / PipeDrive Connector - Setup - Finding Your OpenMoves API Key
Below are the instructions to locate and set up your OpenMoves API key to complete your integration. Log in to your OpenMoves Account Click the settings button on the bottom left corner of your screen and select "Access". Click the "API Users Tab, ...
OpenMoves / PipeDrive Connector - Report Settings
OpenMoves email campaign information is updated in PipeDrive daily. The updates are displayed as Activities in Pipedrive under the activity type "email activity taken". In the OpenMoves / PipeDrive Connector platform you can select which report ...
OpenMoves / PipeDrive Connector - Custom Fields Settings
Any time a contact is added, updated or removed from the PipeDrive platform it is also added/updated/removed from the OpenMoves platform. By default contacts are added to a "PipeDrive Contacts" address book, but you can further segment your contacts ...
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OpenMoves for Salesforce - Configuration
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