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Connecting Pipedrive CRM to KnowledgeNet.ai
Connecting Pipedrive CRM to KnowledgeNet.ai
Alyssa Theodore avatar
Written by Alyssa Theodore
Updated over 4 months ago

All self-serve CRM integrations begin the same way:

  1. A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

  2. Find the Pipedrive card and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect.

  3. The Pipedrive app will open. Enter your login credentials if requested.

  4. Review the requested permissions, then click "Allow and Install."

  5. Click "Configure" to control which KnowledgeNet.ai users are allowed to export to Pipedrive.

  6. The default setting allows everyone to export. To impose limits, use the drop-down arrow and select "Specify which users can use this integration."

  7. Use the "Add/Invite User button to choose which members of your organization can have export privileges. Remember to click "Save" when you are finished.

  8. To stop your integration, click the "Disconnect" button.

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