Pipedrive
AvailableOAuth
Sales-focused CRM with visual pipeline management
What moves, and which way
Integrations run in both directions. What follows is what this connection is for.
En Garde to Pipedrive
- Audience segments, as lists or contact properties on the CRM record.
Pipedrive to En Garde
- Contacts, companies, deals or tickets, and their stage and activity history.
Connecting it
You approve the connection on the platform itself. En Garde never sees your password — the platform hands back a token scoped to the permissions shown before you approve.
- Open Integrations in your Brand Space. The page is titled Connected Apps.
- Find the platform on the Integrations tab, using the search box or the category filter.
- Click Connect. A dialog lists the permissions En Garde will request.
- Continue to the platform. A popup opens on their site where you sign in and approve. If nothing appears, your browser blocked the popup — allow popups for En Garde and try again.
- Leave the popup open until it closes on its own. En Garde then checks the connection status and the card moves to Connected.