1 – Set up your Pipedrive CRM integration
Use Pipedrive API PRIVATE TOKEN to connect both systems. (click here to follow the instructions)
Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed..
2 - Import Additional Fields created in Pipedrive
Click on MAP CUSTOM FIELDS
The list of all custom fields created in Pipedrive will be listed. The field mapping is a TO-FOR configuration. You need to inform DocSales, that the field X of Pipedrive is the field Y of DocSales, and then these 2 will be linked. When an opportunity is selected in that mapped field in DocSales, the system will import the custom field data into Pipedrive.
You will have 2 options:
a) If the field to be mapped is already created in DocSales, click on the MAP CUSTOM FIELDS button and select, from the list of additional fields (from DocSales), which field you want to map.
b) If the field to be mapped is not yet created in DocSales, click on the button CREATE AND ASSOCIATE IN DOCSALES. The system immediately creates the field and map it automatically.
3 – Import Products and Services from Pipedrive into DocSales
First, on the Integrations tab you need to click on the button Import Products/Services to sync all products and services of the CRM.
(a) When a new document is created and an opportunity is imported from CRM, the system will bring all products and services data even if they are not registered in DocSales.
(b) Click on Import CRM Products/Services present in the products and services tab in DocSales.
Note: Only prompt payment services/products are imported from Pipedrive.
To import correctly, the Products option must be enabled (image below). To enable it, click on your profile inside Pipedrive, select Tools and Applications, then Products and enable the option.
4 – Link the Opportunity into a Sales Document
When you are creating a new document (proposal, contract, quotation), click on search.
Filter the opportunity by FUNNEL, STAGE and SALES REP. Select the opportunity that you want to import into DocSales.
5 – Import Opportunity Data
Once the Pipedrive opportunity is linked with the sales document, DocSales imports:
a) Customer registration data
b) Contact details
c) Custom fields data
d) Products and Services
6 – Automatic update of Pipedrive
DocSales updates Pipedrive by inserting a note with the updated link, whenever the Sales Document is:
(a) Sent to the customer;
(b) Rejected by the customer;
(c) Signed by the customer.
7 – When the sales document is SIGNED
When the sales document is signed by the client, DocSales:
a) Updates the value of the opportunity in Pipedrive, considering the total value of the Sales Document (TCV) or the monthly recurring value (MRR)
b) Gives the WON in the Pipedrive Opportunity
For additional information from our support team, please click the Help button or email us ([email protected]).