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.

all_my_okrs
pipe_manage_2

Step 2

Enter the Connection Name, Sub Domain and the API key which is generated from the Pipedrive and click on Connect

connect

manage_pipedrive_connection

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

pipedrive_connection

Step 4

Enable the Choose Connection toggle, select Pipedrive and enter the KPI type and filter to pull the current value as shown below.

connection_toggle

add

The below image is for reference from the Pipedrive leads module showing the number of leads count.
leads

Step 5

Once the connection is made, click on the check-in slider bubble to pull the value from Pipedrive. Finally, click Check-in.

check-in

Note: The automatic check-in will happen every day at 09:00 AM based on the user region.