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Drivetrain

Drivetrain is an enterprise resource planning (ERP) platform that comes with a robust financial management solution. It helps companies manage key business processes with a single, fully integrated cloud-based system. Some of those processes include enterprise resource planning and financials, CRM, e-commerce, inventory, and more.

What you can do with Drivetrain and Profit.co integration?

  • Integrate Drivetrain fields with Profit.co key result and automate the progress.

Configure Drivetrain in Profit.co

Note: Only Super Users can configure the Drivetrain integration in Profit.co.

  1. Step 1

    Navigate to Settings from the left navigation panel.

    Click on Integrations, On the Connectors page, Select the Business Level tab and click on the Drivetrain Manage button.

    Step 1 screenshot 1
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    Then, click the Connect to Drivetrain button.

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  2. Step 2

    Enter the Connection Name and required details and click on the Connect button to successfully configure the Drivetrain Integration connection.

    Step 2 screenshot

  3. Step 3

    Now Create a key result Using the Form in Profit.co where you want to integrate the Drivetrain in a key result.

    Note: Drivetrain supports Increase KPI, Decrease KPI, or Control KPI type.

    Choose the required Key Result type and KPI and enter the Key Result name.

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    Select the Automate Check-in and choose Drivetrain from the Connection dropdown.

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    On the Connect to Drivetrain tab, select the required Metrics and the Date Range. To retrieve the Check-in value from Drivetrain to Profit.co and click on the “+Add” button to include the necessary Dimension filters. You will find the Current Value of the number of leads.

    Then, click Add.

    Note: You can also set the current value as the start value by clicking the Set as start value checkbox.

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    Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result.

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    If you check-in you’ll be redirected to the review page. Finally, you can Update it to make progress to your key result.

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    Note: The automatic check-in will happen every day at 09.00 AM based on the user region.