Supported Features
Account DeletionAn administrator account is required for integration.
Prerequisites
How to Log In
Go to the Pipefy login page, enter your email address and password, and log in.
How to Find Your Organization ID
After logging in to Pipefy, check the URL. The number afterorganizations/ is your organization ID.
https://app.pipefy.com/organizations/(organization ID)
How to Obtain the Access Key
-
Click the profile icon, then click My profile.
-
Click Personal access tokens > Generate new token.
-
Enter a Token description and click Save.
- Copy the displayed access key.
Integration Setup
- Search for Pipefy in the integration screen.
-
Enter the organization ID and access key obtained in the previous steps, then click Connect.
- Once the integration is successful, the registered user information will appear in the account list. If the process does not complete successfully. Click Edit from the Status tab on the integration screen and try connecting again. If the issue persists, please contact us via chat.