Pipedrive Accounts and Portals
The Pipedrive connector supports connecting several accounts or portals of the CRM system. This article describes how to manage accounts and the specifics of working with multiple portals.
Multiple connections
LightLead lets you connect several accounts of the same CRM system at once. This is useful if:
You have several businesses or projects in different accounts
You work with different portals (for example, different Bitrix24 domains)
You need to aggregate data from several sources
Naming connections
When adding each new connection, give it a clear name. Recommendations:
Use the project or business name
Specify the domain or region if you have several accounts
Don't use identical names for different connections
Examples of good names: Main Office, SPb Branch, Project Alpha.
Switching between accounts
When creating a report, you select a specific connection as the data source. Data from different connections is not merged automatically. To combine data, create separate reports or use aggregation.
Specifics of operation
| Specific | Description |
|---|---|
| Independent sync | Each connection is synced independently |
| Separate quotas | API limits apply to each connection separately |
| Separate settings | Each connection has its own sync settings |
| Shared reports | Data from different connections can be combined in reports |
Managing connections
All connections are shown in the Integrations section. Available actions for each:
Rename: change the connection's name
Reconnect: refresh the token or connection parameters
Delete: delete the connection and its associated data
Refresh discovery: reload the list of entities and fields