Pipedrive is our favorite CRM. It's a place to organize your leads and business deals — kanban style. Nothing beats the feeling of having all deals and notes in one place and to clearly see priorities for your sales work. Learn more about Pipedrive here.
This one will not be so easy because Pipedrive does not show this ID in their user interface. To get it you have to use their API in a following way:
1. Install Insomnia from https://insomnia.rest/download/
2. Click the settings icon in the upper right corner. On the Data tab click 'Import data' and choose 'From URL'.
In the URL field type: https://developers.pipedrive.com/docs/api/v1/openapi.yaml then click 'Fetch and Import'.
Import As: Request Collection
When the Pipedrive API collection is imported, click it and then click the small arrow next to 'OpenAPI env' and there click 'Manage Environments'.
Enter your API key inside the 'apiToken' and click 'Done'.
Finally we are ready to get the owner ID. From the left menu choose: Deals > Get all deals and click 'Send'. In the preview window you will see the results. Owner ID is ussually the same as the user_id but you can check bellow in your deals where it is listed as owner_id.
To get the stage ID, choose: Stages > Get all stages and click 'Send'. In the preview window you will see the results. Insert the ID of the stage you want your deals to fall in when the form is submitted.
In Pipedrive go to: Company settings > Data fields and click 'Add custom field'. Choose 'Lead/deal field'. Then enter the Field name set the Field type to 'Large text'.
After you added the custom field, hower your mouse over it and click the three dots '...' on the right. Click 'Copy API key' and paste the value into Chatbot Daddy as the custom field ID.
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