#Pipedrive

#Connect

Pipedrive connects with your personal API token (Profilbild › Persönliche Einstellungen › API) and the company domain – the part before .pipedrive.com. The token is entered on the hosted connect page; X3 never sees it.

#Persons

X3 creates persons. A person can hold several emails and phone numbers – X3 compares every one when it looks for an existing person. Own X3 fields are Pipedrive person fields; Pipedrive gives them a key, which X3 stores in the field mapping.

#Standard fields

Pipedrive persons have no standard field for source, channel or click ids (origin and channel exist on leads and deals only), so X3 keeps its own person fields there. X3 never maps a text value into a Pipedrive option, number or date field.

#Deals and meetings

Won = deal status won, value = deal value in the deal currency, converted into the project currency. Meetings are activities of type „meeting“; a done activity counts as completed.