How to connect to PipelineCRM?

Applies to:

PipelineCRM users, doing a Wizard migration.

Solutions Overview:

Explanation of how to find the PipelineCRM API key and App key, needed for the Wizard connection.

Tactical Rundown:

In order to connect your PipelineCRM to the migration wizard, you need to provide the API key and App key: 

You can find your PipelineCRM API key here: Profile -> Account settings -> API Integrations:

Now, in order to get your App Key, switch to the API Integrations tab, and click Add integration:

The following pop-up window will open, and you need to fill in the details of the integration. At this step, it's important to set Authentication Strategy to api_key value:
 

Once the integration is created, set it to Active and your App key will be located in the APP_KEY field:

That's it! After inserting App key and API key into the migration wizard fields accordingly, you should be able to successfully proceed with the next steps.

Still need help?

Please submit an inquiry on the contact page or email support@syncmatters.com.