---
title: Pipedrive
slug: pipedrive
docTags: 
createdAt: 2024-06-07T14:52:13.540Z
---

# Pipedrive Integration

Pipedrive offers a CRM integration to sync customer data from the Saas platform to Kickplan. This allows businesses to consolidate sales pipeline, lead tracking, and customer information in Kickplan, providing a comprehensive view of accounts, plans, usage, and billing across their product offerings.

This connection is bidirectional, meaning you can read from and write data to Pipedrive.

## Getting Started

1. In Kickplan, go to **Connections** and **Create Connection**.
2. Search for Pipedrive
3. After creating the connection, click on the card, and select **Activate** and fill in your credentials.

Information you'll need to establish a connection:

- Create an OAuth App and Sandbox Account
- Set Scopes based on expected data usage
  - "See Recent Account Activity" scope is always needed
- Client ID and Secret

## About Pipedrive

Pipedrive is a cloud-based customer relationship management (CRM) and pipeline management software designed for small and medium-sized businesses. It helps sales teams manage their sales pipeline, track leads, and streamline the sales process. With its intuitive interface and robust features, Pipedrive is a powerful tool for boosting sales productivity and revenue.