Integration with the Pipedrive service is configured through the Boards section in the ITFin system.
To get started, you must enable the additional scope
When you open this board, after enabling the
Next, select the option +Add Integration, and in the modal window, you will have the option to choose the service, specify the start and end dates (optional), and add the key.
To generate a key, you first need to obtain an API token from your Pipedrive profile. Navigate to My Account > Personal Preferences.
And generate your personal API token.
The next step is to return to the ITFin system and navigate to Company > Settings > Keychain. Select the +Add option and create a new key by specifying the name, service, login (usually the email associated with the Pipedrive service), and the generated API token. Save the changes.
Return to the Pipedrive board, and when adding the integration, you will see the option to select the previously created key from the dropdown list. Save the settings and wait for the initial synchronization. Once completed, the Pipedrive board will synchronize with the board in ITFin.