Step 1: Get an API token from Pipeline CRM
To integrate Pipeline CRM with Plecto, you need to log in to Pipeline and find an API token (also called an API key). Users with admin access to Pipeline can find the API keys in Pipeline API > Account Settings.
For more information, read Pipeline CRM's help article. Once you have the API key, you can move on to Step 2 and integrate your Pipeline CRM data with Plecto.
Step 2: Integrate Pipeline CRM with Plecto
In Plecto, go to Data management > Data sources > + New data source > Pipeline CRM.
(Optional) Rename your credentials.
Insert the API token and click Next.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Import your data from Pipeline CRM to Plecto and see your sales KPIs in real time. You can currently import the following data:
Companies
Deals
People