Pipedrive setup

A guide to setup the Pipedrive integrations

Therese avatar
Written by Therese
Updated over a week ago

When setting up the Pipedrive integration there are a few ways to do so.

You can either set it up fully through both Pipedrive marketplace and the chrome extension. This will activate the two-way integration, meaning that all signed documents will populate in Pipedrive after sign.

Please note! This step requires someone who has admin rights in both Pipedrive and GetAccept.

Full setup:

Marketplace

  1. In the upper-right corner, click Install

  2. Go through the installation, click Allow, and Install

  3. Go back to Pipedrive and open a deal, company, or contact

  4. Use your GetAccept credentials and login on to the right side

  5. Click here and install the Chrome Extension

  6. Log into Pipedrive and open a deal, company, or contact

  7. Use your GetAccept credentials and login on to the right side


Chrome extension setup

Or you can just install the Chrome extension but this will not activate two way integration. This step can also be done by someone who does not have admin rights.

Install only through Chrome

  1. Click here and install the Chrome Extension

  2. Log into Pipedrive and open a deal, company, or contact

  3. Use your GetAccept credentials and login on to the right side

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