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Integrations & API

Pipedrive

Connect Pipedrive with fynk and fill templates with data from deals, persons and organisations.

Written By Sebastian

Last updated About 9 hours ago

Connect Pipedrive to fill your fynk templates with deal, contact and company data in one click.

Available on Essential, Business and Pro · fynk: Owner and Admin · Pipedrive: Admin

Set up the connection

The connection uses a private app, which you create in a Pipedrive developer sandbox account and then install in your production account.

  1. In your Pipedrive sandbox account, click your avatar and go to Developer Hub → Create App → Create Private App. Name it, for example "fynk".
  2. In fynk, go to Account settings → API integrations, click Configure on the Pipedrive tile and copy the Callback URL.
  3. In the Pipedrive app settings, paste the callback URL, select the required scopes and save.
  4. Copy the Client ID and Client secret into fynk and click Save. You're redirected to Pipedrive to give fynk the necessary permissions. Click Allow and Install.
  5. In the Pipedrive app settings, click Change to Live, then Share App, and copy the install link.
  6. Open the install link while logged in to your production Pipedrive account and click Allow and Install.

Open the install link in another browser or a private window, so you aren't still logged in to the sandbox account. Alternatively, while you're logged in to your production Pipedrive account, edit and save the Pipedrive integration in fynk and click Allow to install it directly. Afterwards, check that the Pipedrive fields appear in the Data Mapping tab of your templates.

Map Pipedrive data in a template

  1. Open a template and go to the Data Mapping tab.
  2. Select Pipedrive as the data source and map fields from persons, organisations or deals to dynamic fields.
  3. Link parties in the Parties tab and, optionally, metadata in the Metadata tab.

Create a document

  1. Click Create and choose the Pipedrive-linked template.
  2. Enter the name of the Pipedrive record.
  3. Click Create document.

To update the data later, click Reload Data in the document sidebar.

Good to know

  • In Data Mapping, you can set a document name. Otherwise the template name is used. Which fields you can map depends on the data source you select.
  • Linking metadata to Pipedrive fields helps with exports and reports.
  • Data flows from Pipedrive to fynk only. Signed contracts aren't saved back to Pipedrive automatically.
  • If no requests are made to the Pipedrive API for 60 days, the token is invalidated. You then need to restart the authentication process.
  • Dynamic pricing tables can pull products from Pipedrive. See Dynamic pricing tables.

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