This article provides you with a step-by-step guide on how to install the Dealfront Connect application (app), to integrate Dealfront with Pipedrive. Follow the steps described below to install and configure the application correctly.
Installation and Configuration
The installation of Dealfront Connect is simple but is requires some prerequisites. Let's take a closer look at these and then we can proceed to the installation.
Prerequisites
You must have a valid Pipedrive Account
You must have a valid Dealfront Account
Installation Steps
STEP 1: Open Application URL
Visit the application URL: https://appconnect.cbsrv.net/pipedrive
STEP 2: Read and Accept the Privacy Policy
Click on the Login with Pipedrive button. A popup will appear displaying the Privacy Policy. Read and accept to continue.
STEP 3: Login with Pipedrive
When you click on Accept Privacy Policy, you will be redirected to Pipedrive. If you’re not logged in you will see the login screen, otherwise you will see the app installation page.
This installation page will display what kind of access is required on your Pipedrive account in order to use the app. Click Allow and Install.
Please note: The app can be installed differently for each user !
After a successful installation, you will be redirected back to the application success page, where further instructions are detailed.
There are three configuration forms you need to complete in order to be able to use the application:
Dealfront Configuration
Company Field Mapping
Contact Field Mapping
You will see the default fields are populated, however, these are not yet saved. You need to adjust them as per your requirements, or save them if you want to proceed with the default
You will find multiple fields representing the same fields in your Pipedrive account. Start typing in any field using the '@' symbol to see the available options. Filter by typing in more characters and click to select:
Once you are done with adding tags, click Save
Repeat the same process for employee field mapping under the Settings menu
This mapping will come handy when you try to sync data from Dealfront to Pipedrive
STEP 4: Verify the Installation
To verify the installation login to your Pipedrive account and open any company
Click on 3 dots (menu icon) on the first panel on the page.
A new menu item “Echobot CONNECT” should appear.
Please follow the next steps for configuration.
Configuration Steps
Once the application is installed, you should be able to verify the installation using Step 4 from the previous section. Before you can start using the application, you will need to configure the application.
Please make sure you have met Prerequisite 2 to proceed with configuration. This means you will need a valid Dealfront account with Connect enabled.
STEP 1: Login to Dealfront
First, log in into your Dealfront account:
STEP 2: Create a new webhook
Open Dealfront Connect
Navigate to Settings > Data interfaces
Create a new Webhook
Fill in details.
Name the Webhook something memorable
Copy the Webhook URL from the success page you get after installing the app and filling in the required fields.
To access the success page again go to this link: https://appconnect.cbsrv.net/pipedrive
Click on Create.
Similarly create another Webhook for employees as well
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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.
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