Create a person in Pipedrive when an opportunity changes status in Close

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Close

  In the client’s Close: Settings → Developer → API Keys → Create API Key.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Close, for “An opportunity changes status”
2. Connect the client’s Pipedrive, for “Create a person”