1. Start the Pipedrive Connection
In bont.ai, click Settings āļø ā Integrations.
Navigate to CRM Settings.
Click on the Pipedrive card to begin Pipedrive authentication.
2. Log In to Pipedrive
Youāll be redirected to Pipedriveās OAuth page at oauth.pipedrive.com.
Choose Your Account
ā If you belong to multiple Pipedrive companies, pick the one you want to connect.Enter Your Credentials
ā Log in with your Pipedrive email/username and password.
3. Grant Scopes š
On the consent screen, youāll see a list of OAuth scopes (permissions). Each controls access to different Pipedrive resources required by bont.
4. Authorize bont.ai
Click āAuthorizeā (or āAllowā) to grant the selected permissions.
Youāll be sent back to bont.aiālook for the green toggle next to Pipedrive on your Integration page!
Pro Tips & Troubleshooting š ļø
Insufficient Permissions? Ensure your Pipedrive user has API access enabled: Settings > Personal preferences > API.
Rate Limits: Pipedrive enforces API rate limitsāavoid excessive polling by using webhooks for realātime updates.
Need Help? š¤
Help Center: Visit our Help Center and FAQ for more answers!
Contact us: Feel free to email us at [email protected] if you need help!