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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
Here’s a walk-through of Integrating Pipedrive with Profit.co
Navigate to Settings → Integrations → Connectors and click on Manage and Connect to Pipedrive
Enter the Connection Name, Sub Domain and the API key which is generated from the Pipedrive and click on Connect
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
Enable the Choose Connection toggle, select Pipedrive and enter the KPI type and filter to pull the current value as shown below.
The below image is for reference from the Pipedrive leads module showing the number of leads count.
Once the connection is made, click on the check-in slider bubble to pull the value from Pipedrive. Finally, click Check-in.
Note: Once the connection is established and the check-in is done, the progress sync will happen automatically every day at 9 AM local time.