Öffne in Onvero die Integrationen und wähle die Kachel Pipedrive.
Klicke auf Mit Pipedrive verbinden.
Melde dich bei Pipedrive an und bestätige den Zugriff mit Zulassen.
Du kehrst zu Onvero zurück.
Woran du den Erfolg erkennst: Die Pipedrive-Kachel zeigt anschließend Verbunden.
Passiert nach dem Zulassen nichts und die Kachel bleibt getrennt, fehlten meist die
nötigen Rechte oder die Freigabe war noch nicht bestätigt. Nutze dann den manuellen Weg
(unten).
Damit die Onvero-Angaben sauber ankommen, kann Onvero in deinem Pipedrive eigene Felder
anlegen — zum Beispiel für den Onvero-Score oder einen Rücklink zum Lead. Wundere dich also
nicht, wenn nach der ersten Übertragung neue Felder auftauchen.
Wie bei anderen Anbindungen kann die Freigabe einer externen Anwendung einem Konto-Administrator
vorbehalten sein. Erhältst du eine Meldung über fehlende Rechte, wende dich an eine Person mit
Administratorrechten in Pipedrive.
Alternativ verbindest du Pipedrive über einen persönlichen Zugangs-Token: Wähle im selben
Fenster oder Token manuell einfügen und folge den Hinweisen im Feld.
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