Create a lead in Close when a new contact is added in Pipedrive

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.

• 

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

• Close

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

After you install it

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

1. Connect the client’s Pipedrive, for “A new contact is added”
2. Connect the client’s Close, for “Create a lead”