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Sales Ask adds a Note to the matched Deal, and pulls Deals and their activities (meetings).

What Sales Ask uses in Pipedrive

What you need

  • API Token

Get your API token

  1. Log in to Pipedrive.
  2. Open the account menu in the top right, then Company settings → Personal preferences → API.
  3. Copy your personal API token.

Connect in Sales Ask

  1. Go to Settings → Integrations and search for Pipedrive.
  2. Paste the API token.
  3. Choose a matching method and click Save.