Setting up the Pipedrive Integration in QuoteWerks
1. In QuoteWerks navigate to the Setup Contact Manager window by selecting the Contacts dropdown menu and selecting Setup Contact Manager...
2. Select Pipedrive from the Select Contact Manager area on the left hand side of the window.
3. Click on Pipedrive Setupe to open the Pipedrive Setup Window.
4. 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:
