This out-of-the-box integration connects your Pipedrive CRM to Daktela, mapping your Pipedrive fields to your Daktela CRM database so agents have up-to-date customer information directly within the Daktela interface.
The sync is one-way (Pipedrive > Daktela), allowing your agents to provide faster and more relevant service without switching between systems.
Setup takes around 15 minutes. First, generate your personal API token in Pipedrive: click your profile picture in the top right corner, open Personal preferences, go to the API tab and copy Your personal API token.
In Daktela, go to Manage > Integrations, click Configure under Pipedrive, select the CRM Database to synchronise into, enter your Pipedrive URL into the Instance URL field and paste your API token into the Key field, then click Authorise. Map each Daktela CRM field to the corresponding Pipedrive field and click Activate.
