How To Integrate Pipedrive With Airtable

How To Integrate Pipedrive With Airtable

1. Sign Up for Both Services: Create accounts on Pipedrive and Airtable if you haven't already.
2. Access Pipedrive API: Go to your Pipedrive account settings and find your API token.
3. Create a New Base in Airtable: Set up a new base where you want to integrate Pipedrive data.
4. Use Zapier or Integromat: Choose a third-party tool like Zapier or Integromat for integration.
5. Connect Pipedrive to Zapier/Integromat: Follow prompts to link your Pipedrive account.
6. Connect Airtable to Zapier/Integromat: Similarly, link your Airtable account.
7. Create a New Zap/Scenario: Start a new automation workflow in Zapier or Integromat.
8. Select Trigger Event: Choose a trigger from Pipedrive (e.g., new deal).
9. Select Action Event: Choose an action in Airtable (e.g., create a new record).
10. Map Fields: Match Pipedrive fields to Airtable fields for data transfer.
11. Test the Integration: Run a test to ensure data flows correctly between the two platforms.
12. Activate the Integration: Turn on your Zap or scenario to start the automation.
13. Monitor and Adjust: Regularly check the integration and make adjustments as needed.