Create new Timely Client from Pipedrive Organization

This integration selects new Pipedrive organizations and imports them to Timely as clients.

Note: It does not import pre-existing Pipedrive organizations to Timely clients.

How to Set Up

1. Select or create connections: Pipedrive connection for Source and Timely connection for Target.
2. Specify the id of the Timely account to add clients for:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the AccountId field, specify the Id of your Timely account instead of 12345.
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

• To create Timely clients from specific new Pipedrive organizations, configure filters in the task editor.