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Switching Pipedrive Accounts in Zapier: A Step-by-Step Guide

Published on Feb 28th, 2024

Integrating your Pipedrive account with Zapier is an excellent way to automate tasks and enhance your sales pipeline management. But what happens when you need to change the Pipedrive account linked to a Zapier Zap?

Fortunately, swapping Pipedrive accounts in Zapier is a straightforward process. Here's a step-by-step guide to help you make the switch smoothly:

  1. Log In to Zapier: Start by signing into your Zapier account.

  2. Access Your Zaps: Navigate to the dashboard and locate the list of Zaps you've created.

  3. Choose the Zap to Edit: Click on the specific Zap that is using the Pipedrive account you want to change.

  1. Edit the Pipedrive Action: Within the Zap's configuration, find the step that involves Pipedrive. This could be in the 'Action' or 'Trigger' sections, depending on how you've set up the Zap.

  2. Disconnect the Current Pipedrive Account: Click on the connected Pipedrive account to reveal the option to sign out or disconnect it. Confirm the disconnection.

  3. Connect a New Pipedrive Account: After disconnecting the previous account, you'll have the option to 'Connect' a new account. Follow the prompts to sign in to your other Pipedrive account, granting Zapier the necessary permissions.

  1. Test the Connection: Always make sure to test the connection to ensure that the new Pipedrive account is properly linked and that the Zap is functioning as expected.

  2. Save Your Changes: After successfully connecting the new account, remember to save the changes to your Zap.

Important: When switching accounts, it's crucial to check if the existing Zap's actions correspond correctly with fields and settings in the new Pipedrive account to avoid any disruptions in workflow.

Remember, it's essential to manage these integrations carefully to maintain data integrity and workflow efficiency. Regularly reviewing and updating your Zapier connections will help ensure your systems run seamlessly.

If you require further assistance or have questions about managing your Pipedrive and Zapier integrations, feel free to reach out through our contact page or consult the extensive Zapier and Pipedrive support resources.

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