Overview
Torii integrates with your Pipedrive account and syncs the users' roles, statuses in the app, and licenses, including "last visit date."
Torii supports user management actions. To leverage automation actions, you need to connect the integration with the "Take action" permissions. Note that a user connecting the integration must have an admin role in Pipedrive.
Torii can support multiple Pipedrive accounts.
Connect Pipedrive integration to Torii
- Go to the Integrations page and select the Pipedrive tile
- Click Connect to Pipedrive
- Click Connect
If you are already connected to Pipedrive, you will be connected immediately; if not, you will be redirected to Pipedrive for sign-in.
- Once the integration is connected and synced, it will display a green checkbox.