---
title: "Integrating Pipedrive with Document360 using Zapier"
slug: "pipedrive-document360"
description: "Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal of a CRM is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability."
tags: ["Zapier", "Pipedrive", "Premium"]
updated: 2025-12-27T07:43:44Z
published: 2026-01-31T17:30:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Pipedrive with Document360 using Zapier

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. **Pipedrive** is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. **Pipedrive****’s** proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices.

---

## Integrating **Pipedrive** with **Document360**

Using **Document360** as your Knowledge base platform and **Pipedrive** as your sales platform, you may encounter a need to create a corresponding Knowledge base article in **Document360** whenever a new lead or contact is added in **Pipedrive**. This ensures that relevant information about leads or contacts is easily accessible and well-documented.

To establish a connection between **Pipedrive** and **Document360**, follow the below steps:

1. Ensure that you have logged into your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create**and then click**Zaps**from the options****available.
3. Zap will be created with **Trigger** and **Action** flow.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Connecting **Pipedrive** and **Document360** in **Zapier**

To establish a connection between Pipdrive and Document360, follow the below steps:

![2_Screenshot-Connnecting_steps_Document360_Pipedrive](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_Screenshot-Connnecting_steps_Document360_Pipedrive.png)

#### Step 1: Connecting **Pipedrive**

1. In the **Trigger**field, choose **Pipedrive**.
2. In the **Trigger event**field, select the required Event to trigger in the GitHub.

If you wish to configure a different app later, you can do that by clicking on **Change**.
3. Click the **Account** field, and a **Sign-in** panel will appear.
4. Enter your sign-in credentials and click **Allow and Install**.

**Zapier** runs a test to make sure the trigger is correctly configured.

![3_Screenshot-Pipedrive_Sign_in_credentials](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/3_Screenshot-Pipedrive_Sign_in_credentials.png)

#### Step 2: Connecting **Document360**

1. In the **Action**field, choose **Document360**.
2. On the Setup panel that appears on the right, select a desired event in the **Event**field.
3. Click the **Account** field and a **Sign-in** panel appears.
4. Enter your sign-in credentials and click **Allow**.

To generate the API token from the **Document360** portal,
5. Navigate to ****Connections**** (**) > **Extensions** in the left navigation bar****in the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

![Document360 interface showing various extensions with a focus on connecting Zapier.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)
7. Click the Copy (**) icon to copy the token.

![Zapier token details for Document360 app installation with copy option highlighted.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)
8. Head back to the **Zapier** panel and paste the API token in the field.
9. Click **Yes, Continue to Document360**.

![5_Screenshot_Zapier_API_Token_Pasting2](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/5_Screenshot_Zapier_API_Token_Pasting%282%29.png)

You can find the connected **Document360** project on the **Connect Document360 account** page.

1. Click **Continue**.

#### Step 3: Customize Zap

1. Map all the required fields:

- **Title**: Choose a suitable title from the options available.
- **Content**: Choose suitable content based on your business requirements.
- **Version**: Select the workspace in your knowledge base project where the article should be created.
- **Language**: Choose the language for the article within the selected workspace.
- **Category**: Select the category under the chosen language where the article will be created.
- **Publish**: Set to **True** to publish the article immediately or **False** to save it as a draft.

1. Once done, click **Continue**. The button enables only when all the fields are filled.

#### Step 4: Test Zap

1. In the test section, click **Test step**.
2. If it is successful, you will get the message ‘*A Document was sent to Document360.*’

In your **Document360** Knowledge base portal, you'll find the article titled ‘*Title of your***Pipedrive***deal*’, located in the folder you previously selected.
3. Head back to the **Zapier** setup panel and click **Next**.
4. Once done, click **Publish**.

#### Turn on Zap

To turn on a Zap once it is tested and published, follow the below steps:

1. After testing the Zap, review or edit the settings before turning on the Zap.
2. You can edit the settings configured on the **Pipedrive******trigger and the corresponding action of the new article in **Document360**.
3. You would get a success message stating **Your Zap is on**. You can click on the**Manage your Zap** button to go to your Zap overview page.

---

## Zap overview

### Create articles in **Document360** whenever a new sales deal is added in **Pipedrive**

You can view and edit the information about the Zaps created on the Zap overview page.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_ScreenShot-Pipedrive.png)

### Deleting a Zap

To delete a Zap that you have created,

1. Navigate to the **Zapier****dashboard**. On the overview page, a list of all existing Zaps will be displayed.
2. Click the **Zap actions** (******) icon to the right of the desired Zap and click **Delete**.

The selected Zap will be deleted.