Basics
Getting started
Create your workspace, connect Pipedrive and publish your first post.
Create your workspace
Sign up at app.postrive.net/register. The person who registers becomes the workspace owner.
Connect Pipedrive (required)
Connecting Pipedrive is step one of onboarding and required to use the app — Postrive is built around your CRM. You are sent through Pipedrive's consent screen once; Postrive links the workspace to your Pipedrive company.
Using Postrive from inside Pipedrive? Install the app from the Pipedrive Marketplace instead — the workspace is created and linked automatically.
Connect a channel and publish
- Open Settings and connect at least one channel (LinkedIn, Instagram, Facebook, Threads or YouTube).
- Set a posting schedule for the account — weekly time slots the queue fills automatically.
- Write your first post in the composer and pick Next available slot. Done.
Invite your team
Workspace members are invited by the owner. Roles: owner (everything), member (full content access), contributor (drafts and approval requests only) — details in Approvals & roles.