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Connecting Pipedrive
Step-by-step guide to connecting your Pipedrive CRM to Revial.
Step 1: Navigate to CRM Settings
- Open Revial and go to Organization Settings
- Select the CRM section
Step 2: Connect
- Click "Connect with Pipedrive"
- You'll be redirected to Pipedrive's authorization page
- Sign in to Pipedrive if prompted
- Review the permissions Revial is requesting and click "Allow and Install" to authorize
Step 3: Verify Connection
After authorization, you'll be redirected back to Revial. You should see:
- Connection status showing Connected
- The Pipedrive email used for the connection
- A Sync Now button to trigger data sync
Step 4: Initial Sync
Click the Sync Now button to pull your CRM data into Revial. The initial sync imports contacts (persons), organizations, and deals. This runs as a background job and may take a few minutes depending on the size of your CRM.