This section will take you through the steps of integrating your Pipedrive with QuoteWerks.

Setup

Select the Setup -> CRM Integrations menu and select the Pipedrive option:

For more on setting up the Pipedrive Integration: 

•Setting up the Pipedrive Integration in QuoteWerks

oPipedrive Account Tab

oPipedrive Deals Tab

oPipedrive Settings Tab

oPipedrive User Mapping Tab

oPipedrive Category Mapping Tab

•DataLink Setup

For more on using the Pipedrive Integration: 

•Using the Pipedrive Integration