Start by logging into your portal and head to your Integrations tab. Click on the Connect Pipedrive button. You'll be prompted to enter your API token.
Take a look at this article on how to find your API token: https://support.pipedrive.com/en/article/how-can-i-find-my-personal-api-key.
Once your API token is entered, you'll be connected to your Pipedrive account. Next, configure the integration by mapping your Deals, Contact, and Company information.
To map your deal stages, click the gear icon next to Deals. You'll see two options: Export Field Mapping (to Pipedrive) and Import Field Mapping (from Pipedrive).
Export Deal Mapping
Deal Title:
This option decides how your deal will be named once mapped to Pipedrive. By default, our integration selects the Company Name from your lead registration form.
Stage ID:
If the "Map Values" option is not visible, click the white box next to Stage ID, select the formula option, and choose Data > Portal Phase as the source value.
Map your phases from PartnerPortal.io (pp.io) to Pipedrive. If you have multiple Pipedrive pipelines, all phases will be available as options.
Ensure you create additional portal phases if mapping to multiple Pipedrive pipelines. For more information on customizing your deal/lead phases, check out this article.
Save & Close:
Always press the Save & Close button to ensure all changes are applied.Import Deal Mapping
Import Deal Mapping
Phases:
In the Import option, select the phases you'd like your deals to show in pp.io when their status is labeled as "Open" in Pipedrive.
Conditional Value:
Click the Conditional Value button next to the Portal Phase section.
In the small pop-up window, click Map Values next to the Default section. Re-map your Pipedrive phases to match the previous mapping done in the Export section. This confirms that if a deal status changes in Pipedrive, the corresponding phase will update in pp.io.
Example: If you move a deal to "Contact Made" in Pipedrive, it will show as "Prospecting" to your partners in pp.io.
Save & Close:
Always press the Save & Close button to ensure all changes are applied.
Contact and Company Mapping
Map Contact and Company Sections:
Similar to Deals, map your Lead Registration form to the Contact and Company sections.
This ensures that the pp.io lead form correctly maps to the corresponding fields in your Pipedrive deals, including lead contact and company information.
Automatic Mapping:
Our integration will automatically map your Lead Registration form with the lead contact and company information in Pipedrive.
For more information on how to Customize your Lead Registration Form, check out this article.