Integrating Pipedrive with your portal allows you to sync deals, track pipeline updates, and give your partners visibility into the sales cycle. Follow the steps below to get connected.
Step 1: Initial Connection
Navigate to the Integrations tab in your sidebar.
Click the Enable Pipedrive button.
You will be redirected to Pipedrive. If you aren't already logged in, enter your credentials. If you are logged in, simply confirm the connection to link your account.
Once your accounts are connected:
Click on the Settings option for Pipedrive.
Finally, click the Configure button to begin mapping your data.
Step 2: Mapping the Integration
Mapping tells the portal how to translate your Pipedrive data into the portal's structure.
Select a Pipeline
Locate the Deal object Pipeline card.
Click on the card to open it.
Click on the Value dropdown menu and select the specific Pipedrive pipeline you want to sync with your portal.
Map Stages
To ensure deals move through the correct phases, you need to map your Pipedrive stages.
Click on the Stage card.
Click the Map values button.
Choose your mapping method:
Infer from mappings: If you select this, the portal will automatically determine which stage a new deal should start in based on your existing stage mappings.
Note: When using this option, you cannot map multiple portal phases to a single Pipedrive stage. Doing so will cause the starting stage to be unpredictable.
Map manually: Select this option to have full control. You can then choose the specific Pipedrive stage where you want all new deals to begin.
Static Stage: Select a static phase you want your deals to start in. (ie. all new deals will start at that stage)
Map your stages: Match your Pipedrive deal stages to the corresponding phases in your portal.
NOTE: You do not need to map every stage. We recommend mapping the key stages you want your partner to be able to follow as a deal progresses through the sales cycle.
Important: The Won and Lost stages must be mapped for the integration to function correctly.
Map Multiple Pipelines (Optional)
If you'd like to sync to more than one pipeline, you’ll also need to map the stages for each additional pipeline.
To do this:
In the Stage mapping window, locate the pipeline selector on the left side.
Select the pipeline you want to configure.
Map the Pipedrive stages to the corresponding portal phases, just as you did for the first pipeline.
Repeat this process for each pipeline you’ve included in the integration.
Once you have finished mapping your stages, click the Save button on the Stage card.
Step 3: Finalize
After configuring your pipeline and stages, look for the Save mappings button at the bottom of the page (on the main configuration area).
Your Pipedrive integration is now complete! Deals should begin syncing according to the rules you have set.