Table of Contents


Kana Sasaki Updated by Kana Sasaki

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Advance preparation

How to log into Pipedrive

On the Pipedrive login page , enter your email address and password to log in.

How to get the Access Token

After logging in to Pipedrive, go to ID > Personal Settings > API at the top right of the screen .

Go to API and you will see your API token . This will be your Access Token , so copy and save it.

Integration setup

Search for Pipedrive on the Admina by Money Forward integration screen.

Enter the Access Token obtained in the previous step and click Connect .

If the link with PipeDrive is successful, the registered user information will be displayed in the account list.

If it does not complete successfully, please edit from the status tab of the integration screen and try Integration again.

If you can't solve it, please contact us by chat 🙏

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