The Pipedrive integration syncs all tasks assigned to you in Pipedrive to your Taskable Inbox. We also have two-way syncing between Pipedrive and Taskable, meaning the title, description, and done status will always be up to date in both tools.
How to set up the Pipedrive integration
Step 1: Navigate to the Integrations page
Step 2: Select the Pipedrive button
Step 3: Select which Pipedrive account you'd like to set up and click Accept
Step 4 (optional): Scroll down to the newly created integration, and sync any existing tasks - you can select to sync everything from one week prior, one month prior, or all existing open tasks.
Step 5: Find the newly created Pipedrive tasks in your Taskable Inbox on your board
How the Pipedrive integration works
🆕 Once set up, we'll start any new tasks assigned to you in Pipedrive to Taskable.
⏪ You can import existing tasks once you've set up the integration. You can even choose how far back you want to sync from.
🔄 Two way syncing means changes made in Pipedrivet or in Taskable will sync. This includes due date, description, and marked as done.
Frequently asked questions
Can I set up multiple Pipedrive accounts?
Yes, absolutely. Set up as many as you'd like.