Pipedrive
Pipedrive is a sales CRM and pipeline management tool that helps sales teams visualize their sales process and focus on the right deals.
Before you begin
To begin monitoring Pipedrive, ensure you have the following components and permissions in place:
- OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
- Platform-specific Requirements: You'll need administrative access to your Pipedrive account to generate a personal API token with the necessary read permissions.
Configure data collection
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Activate API Access: In your Pipedrive account settings, generate a personal API token.
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How can I find my personal API key?
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If you ever need your personal API key, it can be found under Settings → Personal preferences → API.
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Add Credentials: In the OpenLM Cloud Broker dashboard, find the Pipedrive integration and enter the API token.
Pipedrive credential configuration in Cloud Broker
Approve Pipedrive in OpenLM Platform
- Sign in to OpenLM Platform.
- From the menu, go to License Servers → Pending Server.
- Select the Pipedrive data source, then select Approve and Merge.
Verify the integration
- In OpenLM Platform, go to Allocation.
- Confirm Pipedrive usage data appears.
note
It can take up to 3 minutes for data to appear after approval.
Viewing reports
- User activity trends — see which users are most active in the platform; reallocate seats accordingly.
- Expired or unused licenses — identify inactive users and reclaim their seats.