Introduction 👋
With the new Pipedrive integration, sales teams can generate contracts directly with up-to-date CRM data – fast, accurate, and compliant. No more copy-paste, no delays – just quicker deals and smoother collaboration. 🚀
💡Prerequisites:
You must be an Admin with "access to account settings"👨💻 to access private apps in your Pipedrive account.
You must have the "Owner" 🙋♂️ or "Admin" 👨💻 role in fynk to access the integration section.
1. Create a private app in Pipedrive
Once you signed up for a Pipedrive account, follow these simple steps:
Step 1:
Log in to your Pipedrive Sandbox Account and click your avatar
Go to Developer Hub > Create App > Create Private App
Give it a name, e.g., “fynk”
Step 2:
Log in to fynk
Copy the Callback URL shown there
Step 3:
Paste the Callback URL in your Pipedrive App Settings
Select the required scopes
Click "Save" and copy the generated Client ID and Client secret
Step 4:
Paste the Client ID and Client Secret into fynk
Click "Save"
Click "Allow/Install" when redirected and verify that Pipedrive fields now appear in fynk’s data-mapping templates
Step 5:
In your Pipedrive App Settings, switch to "Change to Live"
Click "Share App" and copy the install link provided
Step 6:
Open your Pipedrive production account in another browser or incognito window
Paste the install link and click "Allow/Install" to connect fynk to your live account
👉 Alternative: If you’re already signed in to your production account, simply edit and save the Pipedrive integration in fynk. When prompted, click "Allow" to install directly.
📄 Use CRM Fields in Templates
1. Create or Edit a Template
In fynk, go to Templates and either Create New or edit an existing one.
2. Add & Link Dynamic Fields and Parties to CRM Data
Open the Data Mapping tab in the sidebar
Select Pipedrive as the source and map your fields (e.g., Contacts, Companies, Deals)
You can select a document name, otherwise the template name will be set automatically
Not all fields are always visible, depending on the selected data source (Contracts, Companies, Deals etc.)
In the Parties tab, link CRM contacts or companies as parties
3. Add Metadata (Optional)
Link metadata to CRM fields in the Metadata tab for exports and reporting purposes. This helps you map the data for external use when exporting documents, as well as when creating reports and analyses.
🧾 Generate Documents with Pipedrive Data
You can create documents that automatically pull customer-specific data directly from Pipedrive once your template is set up with the appropriate data fields.
Go to Documents > Create New
Choose a Pipedrive-linked template
Enter the relevant Pipedrive object name
Click Create Document – fynk will pull in the data automatically
🔄 Refresh CRM Data
In the General Settings tab of the document sidebar, click Reload Data to fetch the latest values from Pipedrive.
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.