Pipedrive is a deal-driven CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. It is a tool for sales teams to manage and track contacts, leads, and deals.
What can you do with Profit.co and Pipedrive integrations?
- You can update the Count/Amount of leads, deals, and activities from Pipedrive to Profit.co key result and track the progress.
- Note: Currently Profit.co supports Leads, Deals and Activities modules.
Configure Pipedrive for Profit.co
Note: Only Super Users can be able to configure the Profit.co <> Pipedrive Integrations.
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 Pipedrive Manage button.
Step 2
Enter the Connection Name, Sub Domain and the API key which is generated from the Pipedrive and click on Connect
Step 3
Once connected, select the key result for which you want to make the Pipedrive connection.Note: Profit.co supports Increase, Decrease and Control KPI for the Pipedrive Integration
Step 4
Enable the Choose Connection toggle, select Pipedrive and enter the KPI type and filter to pull the current value as shown below.
Step 5
Once the connection is made, click on the check-in slider bubble to pull the value from Pipedrive. Finally, click Check-in.
Note: The automatic check-in will happen every day at 09:00 AM based on the user region.