Pipeline CRM - How do I link my account?
Overview
To authenticate with Pipeline CRM, you will need:
- App Key β Identifies which application (your Tenklo integration) is making the API request.
- 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
- Log in to Pipeline CRM as an administrator.
- Navigate to https://app.pipelinecrm.com/admin/modern/api.
- Create a new App Key to identify your Tenklo integration.
- 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.
- Log in to Pipeline CRM and navigate to https://app.pipelinecrm.com/admin/modern/keys_api.
- 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:
- Open the Tenklo connection form for Pipeline CRM.
- Enter your App Key and API Key in the corresponding fields.
- Submit the form, and you should be successfully authenticated.
You are now connected to Pipeline CRM.