Important: This article relates to our Legacy platform (Prospector)
As of April 16th, Cognism has launched a brand new core sales prospecting platform. Most articles in this Help Centre now refer to that new experience.
How to tell if this article is for you: Look at the top left-hand corner of your web app.
If you see the Prospector logo: You are on the Legacy platform - this article is correct for your version.
If you do NOT see "Prospector": You are on the new Cognism platform. Please use the link below to find the updated version of this guide.
View the updated version of this article here
The Pipedrive Integration allows you to export Contacts from the Cognism Web Platform or Chrome Extension to Pipedrive.
An admin user needs to first enable and, setup the integration by configuring the Field Mappings to prevent any workflow disruptions, in the Cognism Web Application (Prospector) before other users in the organization can use the integration, after which all users can login and begin using the integration via the Web Application or Cognism Chrome Extension.
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Admin Enabling the Integration
- Click the User Avatar at the top-right of your screen > Integrations icon.
- Navigate to the Pipedrive integration and click Add.
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After clicking Add, users in the organisation can Login with their Pipedrive credentials. To configure field mappings, the admin user will have to first Login to Pipedrive. Click Login and you will be redirected to the Pipedrive login page.
After logging in, you will be prompted to install the Cognism Pipedrive Application. Allow all permissions and click install. If the app has already been installed, click Continue to the App.
You will then be redirected to the Cognism web app and the integration will be ready use.
User Login
- Click the User Avatar at the top-right of your screen > Click the Integrations.
- Navigate to the Pipedrive integration and click Log in. You will be redirected to the Pipedrive login page.
After logging in, you will be prompted to install the Cognism Pipedrive Application. Allow all permissions and click install. If the app has already been installed, click Continue to the App.
You will then be redirected to the Cognism web app and the integration will be ready use.