Setting up the Pipedrive Integration in QuoteWerks
1. In QuoteWerks navigate to the Setup Contact Manager window by selecting the Setup then CRM Integrations...
2. Select Pipedrive from the Select Primary CRM Integration dropdown.
3. Click on Pipedrive from the list of CRMs to open the Pipedrive Setup Window.
4. Click on Integration Settings.
5. To connect your Pipedrive account to QuoteWerks click on the Connect button.
5. Enter your Pipedrive credentials and click Log in.
6. Review the permissions and click Allow and Install.
7. If the connection was successful you will see a screen as pictured below.
8. You can test the connection at any time by clicking the Test Connection button as seen below.
The Pipedrive setup window contains the following tabs:
•Pipedrive Category Mapping Tab
For information on using the Pipedrive Integration:
