Two ways to start
From Pipedrive — open the vizrm listing on the Pipedrive Marketplace and choose Install now.
From vizrm — on the login page choose Create Account, then Continue with Pipedrive.
If you install from the marketplace, you can skip the next section. Installing from Pipedrive authorizes vizrm automatically, so you can go straight to setting a password.
Connecting to Pipedrive
Pipedrive opens its own Authorize application screen, listing what vizrm will be able to do on your behalf. Choose Allow and Install at the bottom of the page.
If the Pipedrive window doesn't appear, your browser has blocked the pop-up. Allow pop-ups for vizrm, then reopen it from the button on the page.
What happens next
Connecting Pipedrive is the first of five steps. The other four are the same whichever CRM you use:
Secure your account — your email comes from Pipedrive; you set a password.
What you want to do — pick your goals, and add the Chrome extension if you want the LinkedIn integration.
Confirm field mapping — confirm which Pipedrive fields hold job title and LinkedIn URL. vizrm detects these from the field label, so it's worth a quick look rather than a reflex. Looks right, continue: a custom or renamed field may not be picked up.
Pick your first chart — choose from a ranked shortlist of your own accounts.
After installation: org charts inside Pipedrive
The vizrm panel appears on Pipedrive organization records, and you can open an org chart from the three-dot menu on a person, organization or deal. See How vizrm integrates with Pipedrive.
Rolling vizrm out to the rest of your team: How to add multiple users to vizrm as a Pipedrive admin.