ℹ Only Network Admins can add data sources to Coworker. Contact your network admin for assistance
ℹ You must be an admin for the connected data source in order to successfully connect the tool to Coworker. If you do not have admin access for this tool, you will need to either obtain admin privileges for the tool otherwise add an admin of that tool as an admin on Coworker so they can complete the connection
Prerequisites
A Pipedrive account with sufficient permissions
Important note: the scope of the data which will be synchronized to Coworker is defined by the user behind the API key. We recommend that you create a service account which will have the right permissions, ie. no access to sensitive deals/data.
Generating the credentials
Log in as the service account which will make the API key, and go to the API settings page (/settings/api).
Click on "Generate" to make a new API key.
Although Pipedrive does not offer granularity on the permissions associated to a token, Coworker will not be making any write operation on your data. In order to sync your data in real time, webhooks will be configured, this is the only write action which will be done.
Information required for the Coworker connection:
api_key: the API key generated abovestart_date: the date of the first document that should be synchronized. No document updated before that will be synchronized. Format: ISO8601 date, ie. 2024-05-01T00:00:00Z
ℹ You must share your token and credentials via a secure app like 1Password or LastPass. This is for SOC2 compliance and to protect your data