Introduction

The Pipedrive integration with Fabius lets you connect your Fabius account to Pipedrive. Import Calls / Deals / Contacts and more for analysis and messaging generation. This guide covers the Pipedrive integration setup.

Step-by-Step Guide: Configuring Pipedrive Integration with Fabius

Step 1: Accessing Integration Settings

1. Log into Fabius.

2. Hover over gear icon on left nav bar.

3. Click Settings, then Integrations.

Step 2: Adding the Pipedrive Integration

1. Find Pipedrive in the Integrations list.

2. Click Configure.

Step 3: Initiating OAuth Flow

1. By selecting the Pipedrive integration, you will be directed to the Pipedrive OAuth authorization page.

2. Log into Pipedrive if needed.

3. Review permissions Fabius requests.

4. Click Allow.

Step 4: Returning to Fabius

1. Pipedrive redirects back to Fabius after authorization.

2. Setup complete. Pipedrive integration status shows Connected.

Using the Pipedrive Integration in Fabius

Benefits of Pipedrive integration:

• Import Call Recordings: Fabius will ingest calls and analyze them.

• Push Custom Fields: Enrich your CRM with Fabius' analysis.

Troubleshooting

Issues? Try these:

1. Verify active Pipedrive account with integration permissions.

2. Check Fabius and Pipedrive login credentials.

3. Clear browser cache/cookies, retry integration.

4. Contact support@fabius.io if problems persist.