Get started
Integrations

CRM & Customer Success

Connect Pipedrive to Orbits.

Monitor selected pipelines and deal flow.

What you can report on

Deals in pipeline, win rate, average deal size, and velocity.

01

Add Pipedrive token

Use a Pipedrive API token for the sales account this project should track.

02

Choose pipelines

Select the sales pipelines relevant to this project.

03

Customize dashboard

Tell Orbits which metrics matter most. We use that guidance to shape the cached dashboard and refreshes for this integration.

04

Confirm setup

Orbits stores your project-level setup, caches vendor-shaped data, and generates the first dashboard. You can refresh it later or reopen customization without leaving the page.