Pipeline CRM

Overview

The Pipeline CRM integration connects your Pipeline CRM account to Oneleet and syncs its users, so Oneleet can track who has access to your CRM.

What does Oneleet monitor?

• Pipeline CRM users, including their level (Basic, Manager or Executive), whether they’re an account admin, and whether they’re deactivated
• Whether each active Pipeline CRM user has multi-factor authentication enabled

Setup

To set up the Pipeline CRM integration, navigate to Integrations > Add integration > Pipeline CRM and click Continue.

Oneleet requires a read-only Pipeline CRM API token, ideally created by an account admin so every user in the account is visible.

Enabling API access

API access must be turned on for the account by an account admin:

1. In Pipeline, open Account Settings (the gear icon at the bottom left) and select the API tab
2. Select API Keys. If it says API access is currently disabled for this account, enter a Technical Contact Email and click Enable API Access
3. Select API Integrations. If the Allow Unregistered API button is shown, click it, describe the integration and click Enable Access to Unregistered API Integrations

Creating an API token

1. Click your avatar at the top right, open My Profile and select the API tokens tab
2. Click Add API Token, give it a Name, e.g. Compliance monitoring, set Access to Read only and pick an Expires in period
3. Click Create token and copy the token. It starts with pcrm_live_ and is only shown once

For more information, see the Pipeline API documentation.

Connecting to Oneleet

1. Paste the API token
2. Click Submit

Oneleet validates the token by querying the Pipeline API, and creates the connection if the token is valid.