In this article
This article covers detailed steps on integrating your Pipedrive CRM with SaaSify for end-to-end management of ACE Co-sell Opportunities in Pipedrive.
Prerequisites
Before configuring your Pipedrive App credentials, you will need:
A new tenant for your organization in SaaSify. This can be done by reaching out to SaaSify team (psm-saasify@spektrasystems.com).
Publisher Admin rights on the new tenant and a Seller Account for the respective cloud provider in SaaSify. Kindly reach out to SaaSify team (psm-saasify@spektrasystems.com) in case of any queries.
Co-sell API capability configured under the Seller Account.
Admin privilege in your Pipedrive Account.
Next Step
Follow the steps on the next page to integrate Pipedrive with SaaSify.