Login
For a customer to be verified in the new Trust Center (https://trustcenter.pipedrive.com) and be able to download private documents, it is necessary to:
Click on the Get access button
Write the work email address and continue
Fill in requested details such as First and last name, Company
Agree to the Trust Center Terms and to complete the sign-up process click on the Submit Request button
Once these steps are done you'll see a message informing that once this request is approved, a login link will be sent to the email shared above.
When the request is approved an email with a secure magic link.
The customer clicks the link in the email to access the Trust Center. No password or account setup is required and the link remains active for 24 hours. Nonetheless, this process can be restarted as many times as needed.
If the request cannot be verified, the requestor will receive a denial email.
Download documents
Once customers have access to the Pipedrive Trust Center, they can easily find and download the security and compliance materials they need
Browse and Select
Customers can scroll through the “Documents” section or search for the specific documents they need.
They can download individual files or use the bulk download option to collect multiple documents at once.
Public vs. Private Documents
Public documents can be downloaded immediately without any login.
Private documents require access; once a customer is verified through the “Get Access” process, they’ll be able to download all approved files.
Download Files
After access is granted, customers simply click
Downloadnext to each document they want.Customers can reinitiate access anytime if they need to download files again.
