Pipedrive Detailed Documentation

Pipedrive Settings Configuration

• Go to the System Settings and find Pipedrive. Enter an Access token to connect your Pipedrive account. This will sync your Pipedrive data with the Add-On. Once configured, use the sidebar to search for Pipedrive and access all available features.
• To generate your API token, follow the link below: https://pipedrive.readme.io/docs/how-to-find-the-api-token

Note: In the Pipeline, Deal Stage, Lead, and Deal sections, data is displayed directly from your Pipedrive account. The “Create” button in the Action column will only appear if the “CRM” Add-On is enabled in your system.

Pipeline Management

• You can view all pipeline data synchronized from your Pipedrive account.
• The list page displays each pipeline’s Name, Created At date, and Status.
• To add a pipeline, click the “Create” button. A pop-up will appear with the pipeline name automatically fetched from Pipedrive.
• Once added, the pipeline’s status will change from Unmatched to Matched.
• You can then view the pipeline under the “Pipeline” section in System Setup within the CRM Add-On.

Deal Stage Management

• In this section, you can access all deal stage information synchronized from Pipedrive.
• The list displays each deal stage’s Name, Pipeline Name, Created At date, and Status.
• To add a new deal stage, click the “Create” button. A pop-up will appear with the deal stage name auto-filled. Select the associated pipeline from the dropdown.
• After adding, the deal stage’s status will change from Unmatched to Matched.
• You can then view the deal stage in the “Deal Stages” section under System Setup in the CRM Add-On.

Lead Management

• In this section, you can access all lead information synchronized from Pipedrive.
• The list page displays each lead’s Name, Person Name, Status, and Created At date.
• To add a new lead, click the “Create” button. The Name field will be auto-filled. Complete the required fields such as Subject, Email, Phone Number, select a Follow-Up Date, and choose a User from the dropdown.
• The data will be shown in the CRM under the pipeline selected in that dropdown.
• After adding, the lead’s status will update from Unmatched to Matched.
• You can then view the lead in the “Lead” section of the CRM Add-On.
• Click the “View” button to see detailed lead notes imported from Pipedrive.

Deal Management

• You can view all deals synchronized from your Pipedrive account.
• The list displays each deal’s Name, Price, Stage, Status, and Created At date.
• To add a new deal, click the “Create” button. In the pop-up, the Deal Name and Price will be auto-filled. Enter the required details, such as Phone Number, and select a User from the dropdown.
• The data will be shown in the CRM under the pipeline selected in that dropdown.
• After adding, the deal’s status will change from Unmatched to Matched.
• You can then view the deal in the “Deal” section of the CRM Add-On.
• Click the “View” button to see detailed deal notes, activities, and products associated with the deal from Pipedrive.

Product Management

• The section allows you to access all product information generated from your Pipedrive account for viewing and reference.
• The list displays each product’s details, including Name, SKU, Price, Category, and Unit.
• All product data is automatically synchronized from Pipedrive and displayed in an organized format for efficient management.

Contact Management

• You can view all contact information synchronized from your Pipedrive account in one centralized location.
• The contact list displays key details such as First Name, Last Name, Phone Number, Email, and Created Date.

Organization Management

• This section enables you to view all company and organization data synchronized from Pipedrive.
• The organization list displays details including Name, Phone Number, Email Address, and Created At date for each organization.

Activity Management

• On this page, you can easily monitor all activities synchronized from your Pipedrive account with detailed information.
• The activity list displays details such as Subject, Type, Deal, Lead, Contact Person, Priority, and Created At Date.
• This section helps you track all scheduled and completed activities, including tasks, meetings, and communications related to your sales pipeline.

Project Management

• This section allows you to View all project information imported from your Pipedrive account with complete project details and timelines.
• The project list displays Name, Description, Status, Start Date, End Date, and Created At date for each project.

Goal Management

• This section provides access to all performance goals imported from your Pipedrive account.
• The goal list displays important data such as Name, Type, Expected Outcome, Interval, Activity Type, Start Date, End Date, and Status.