How to Add Custom Pipedrive Properties as Tokens


 

How to Add Custom Pipedrive Properties as Tokens

This will allow you to add custom Pipedrive properties as tokens within your Pipedrive messaging templates

 

Steps

1. Create your custom Pipedrive property (if it doesn't already exist). 

 

2. You now need to find the Pipedrive Key value for this property. 

 

3. Find your Pipedrive API token.

 

4. Go to the Pipedrive API documentions found here: https://developers.pipedrive.com/docs/api/v1/#!/PersonFields

 

5. Run the Get All Person Fields end point.

Screen_Shot_2020-10-07_at_3.13.45_PM.png

 

6. Copy the returned values to the clipboard and look for the key for your custom property name.  See the example shown below. 

pipedrive-custom-1.jpg

 

7. To add the property to your template, include the key ID in opening and closing "{" brackets.  Like this:

{{{ ENTER KEY HERE }}

pipedrive-custom-3.jpg

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