Pipedrive is the first CRM platform developed from the salesperson’s point of view. Inspired by proven methods of experienced sales people, Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals. By bringing together the tools and data, the platform focuses sales professionals on fundamentals to advance deals through their pipelines. Pipedrive helps to provide management and sales teams with more timely, detailed, and accurate sales reporting and revenue projections.
Pipedrive uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with Pipedrive. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to Pipedrive without getting access to passwords.
Step 1: Initiate a connection to Pipedrive
Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's Pipedrive admin to make a connection to your Pipedrive organization account. When you click on the Connect button, the web browser will navigate to the Pipedrive login page.
Step 2: Log in to Pipedrive
Log in to Pipedrive using your organization's credentials. The exact login mechanism may depend on your Pipedrive plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.
Step 3: Back to Quolum
Once you have granted access to Quolum, Pipedrive is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.
Under the hood
Using the OAuth protocol, Quolum now has delegated access to your Pipedrive Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.
Updated about 1 month ago