Connect your WordPress website with Pipedrive

Introduction#

Hey!

Thank you for checking out Sawfish Wordress Plugin for Pipedrive.

Here are the steps to quickly set up the connection between your WordPress website and Pipedrive instance.

This will let you both send and receive information between the two systems.

This means you can:

Show Records on your WordPress website from your Pipedrive instance and tables real-time (without the need for additonal platforms like Zapier and Make).

AND

Create an Update records (eg: Leads, Persons, Organizations etc) in Pipedrive through a form in your WordPress site.

AND

Since the content loads from your WordPress site you will have full control on the styling and setup. No iframes, no embed codes, no slow scripts!

Make sure you have the Sawfish plugin installed before these steps.

Here’s the steps to get started Sawfish. There’s zero coding involved, you will be ready in a few clicks.

1. Create an private app on Pipedrive

2. Enter the connection info on WordPress

3. Connect!

Let’s begin!

Create a connection on Pipedrive Integrations Page#

This step will create the Credentials to set up a secure connection between Pipedrive and your WordPress website.

Log in to your Pipedrive instance and click on your name icon the top-right. It’s the Menu that shows My Account, Company Overview, Billing etc. Click on Pipedrive Developer Hub.

Click on the Create an app button.

Select Create Private apps.

Enter a name for your app, eg: Sawfish WordPress Connection.

In the Callback URL field in Pipedrive App setting enter the callback url that shows in the SWFSH Pipedrive menu in WordPress. You need to have the plugin installed to see this info.

Click Save.

In the Access Scope setting, select the object you would like to access from WordPress.

Enter the connection details on your WordPress website#

Copy the Client ID and Client secret and paste these on the field in SWFSH Pipedrive page in WordPress.

Connect WordPress and Pipedrive#

Once you have entered the connection info.

Click Connect

All Set!

You can now setup pages on your website using Pipedrive notes, set up forms and more!