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 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

πŸ†• Once set up, we'll start any new tasks assigned to you in Pipedrive to Taskable.

βͺ You can import existing tasks once you've set up the integration. You can even choose how far back you want to sync from.

πŸ”„ 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.

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