Pipedrive App Installation Documentation

For New Users

  1. Request a Demo – Visit Ginni.ai and click "Request Demo". Our team will guide you through setup and activate your plan.

  2. Activate Your Account – You'll receive an email with login instructions.

  3. Continue Setup – Once logged in, follow the steps under "Existing Users" to connect Pipedrive.


For Existing Users

  1. Log in to Ginni AI – Use your Google or Microsoft account.

  2. Navigate to Integrations – Go to the Settings page in your Ginni dashboard.

  3. Connect Pipedrive – Click "Connect" next to Pipedrive.

  4. Authorize Access – Log in to Pipedrive and approve permissions.

  5. Verify Connection – A confirmation message will appear once the sync is complete.

If you need assistance, contact us at support@ginni.ai.