It's easy to start monitoring your team's usage of Pipedrive in Slack using SubOps. To begin, make sure you've installed SubOps in Slack and that you're an *Admin* for your company's Pipedrive account.

Step 1

To connect your Pipedrive account to SubOps, open Slack and go to the #subops-reports channel then type “/sub” and the send arrow.

Step 2

This will generate a new SubOps subscription usage report. Press the button at the bottom to "Add more services".

Step 3

This will open a modal with several services you can monitor using SubOps. Press the button for "Pipedrive".

Step 4

This will launch a browser window with a Pipedrive webpage asking to install SubOps and give SubOps permission to access your Pipedrive account. Select "Allow and Install" to give SubOps read-only access to generate reports on your weekly Pipedrive usage.

Step 5

After authorizing, you'll be taken to a web page which confirms that you've successfully connected your Pipedrive account to SubOps.

Step 6

You can now return to Slack where you'll see a message confirming the addition of your Pipedrive account. This will also initiate a new SubOps subscription usage report that will include your Pipedrive usage.

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If you ever wish to disconnect Pipedrive from your SubOps account, here are the steps to do so.

Step 1

To disconnect your Pipedrive account from SubOps, open Slack and go to the #subops-reports channel and press "Account Settings"

Step 2

This will open a modal with all the services you can add as well as those you're currently monitoring. Press the button for "Pipedrive" to begin the removal process.

Step 3

You will then be asked to confirm that you'd like to remove Pipedrive. Press the button to "Remove".

Step 4

After confirming, SubOps will uninstall from your Pipedrive account in the background and you'll be taken to a web page which confirms that you've successfully removed your Pipedrive account from SubOps. To be clear, once you remove access, SubOps will no longer have any access to your Pipedrive account.

Step 5

You can now return to Slack where you'll see a message confirming the removal of your Pipedrive account.

You can always add Pipedrive back into SubOps at a later time if you'd like by following the installation steps.