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Step 1: Get an API token from Pipeline CRM

To integrate Pipeline CRM with Plecto, you need to log in to Pipeline and find an API token (also called an API key). Users with admin access to Pipeline can find the API keys in Pipeline API > Account Settings.

For more information, read Pipeline CRM's help article. Once you have the API key, you can move on to step 2 and integrate your Pipeline CRM data with Plecto.

Step 2: Integrate Pipeline CRM with Plecto

  1. Go to Data management > Data sources+ New data source > Pipeline CRM.

  2. Insert the API token and click Next.

  3. Select the data types you want to import.

  4. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to finish and import your data.

Available data types

Import your data from Pipeline CRM to Plecto and see your sales KPIs in real time. Plecto currently supports the following data types:

  • Companies

  • Deals

  • People