Pipedrive Direct Integration

Overview

Spendflo's integration with Pipedrive streamlines license management by centralizing all licensing data on a single platform. Users can access detailed license information and usage metrics directly within the Spendflo app. This allows for immediate visibility into Pipedrive licenses and the capability to manage licensing actions directly through Spendflo, ensuring streamlined operations and enhanced visibility into Dynamic License Management (DLM).

Features

• See different Pipedrive license types and their utilization within the Spendflo app
• Off-board deleted users from this integration and reclaim unused licenses of inactive users
• Send the in-activity report directly from the Spendflo app to any email address

Prerequisites

• To be able to use this integration, you require Owner/Admin permissions
• Enterprise Plus plan is required with the Pipedrive account for this integration

Steps to Integrate

Step 1. Go to the Spendflo Integrations page by navigating to Settings → Integrations → Available apps.

Step 2. Scroll to find the Pipedrive app under the 'Available' apps section. Click on Connect to initiate the Integration. During this step, kindly ensure you are logged in to your Pipedrive account.

Step 3. Spendflo uses Truto to connect your Pipedrive account securely. Click on Continue → Connect to complete the connection. During this step, ensure to be logged in to your Pipedrive account.

Step 4. Provide the subdomain name, and click on Connect to proceed.

Step 5. Once logged in to the Pipedrive account, step 4 leads to the Pipedrive page to confirm the integration. Click on "Continue to the App' to proceed. 

Step 6. Once the integration is completed, users can find the Pipedrive app under the 'Connected Apps.' Click on the tab.

Spendflo is now seamlessly integrated with Pipedrive to provide complete insights on license usage.

Click here to learn more about how our Dynamic License Management (DLM) works.