Documentation Index

Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt

Use this file to discover all available pages before exploring further.

Overview

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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.