Pipeline CRM - How do I link my account?

Overview

To authenticate with Pipeline CRM, you will need:

  1. App Key β€” Identifies which application (your Tenklo integration) is making the API request.
  2. API Key β€” Authenticates the specific Pipeline CRM user making the request.

This guide will walk you through generating both from your Pipeline CRM admin settings.

Prerequisites

  • A Pipeline CRM account with administrator access (required to generate an App Key).

Step 1: Generating Your App Key

  1. Log in to Pipeline CRM as an administrator.
  2. Navigate to https://app.pipelinecrm.com/admin/modern/api.
  3. Create a new App Key to identify your Tenklo integration.
  4. Your App Key will be generated.

Step 2: Finding Your API Key

The API Key is generated separately from the App Key, on its own page.

  1. Log in to Pipeline CRM and navigate to https://app.pipelinecrm.com/admin/modern/keys_api.
  2. Copy your API Key.

Resetting your password β€” or an admin resetting your API key from the same page β€” invalidates the existing API Key. You'll need to update your Tenklo connection with the new value afterward.

Step 3: Enter Your Credentials in Tenklo

Once you have your App Key and API Key:

  1. Open the Tenklo connection form for Pipeline CRM.
  2. Enter your App Key and API Key in the corresponding fields.
  3. Submit the form, and you should be successfully authenticated.

You are now connected to Pipeline CRM.

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