PipelineDeals integration guide

Overview

Contact support@responsive.io to access this feature or request enablement.

We integrate with PipelineDeals, where you can:

• Launch RFPs, RFIs, and Security Questionnaires directly from PipelineDeals, leveraging existing content from existing account and opportunity objects.
• Check Responsive project status from the PipelinesDeals dashboard.
• Gain insight about your resources used and deals won using built-in executive dashboards and summaries.

Configuring PipelineDeals

1. Go to Organization Settings > Integration > CRM and click Configure on the PipelineDeals tile.
   
2. Turn the PipelineDeals toggle on and click Add to Chrome.
   
3. Select and add the RFPIO Chrome extension.
   
4. Click Submit.

Fetching the API token

1. Log in into PipelineDeals, then click the username and select Account settings.
   
2. Click PipelineDeals API.
   
3. Copy the Email ID, paste it in the provided field, then click Enable API Access.
   
4. Copy the API key.
   
5. Paste the API token into the User Account page in your account and click Save.
   

Integrating with PipelineDeals

1. Click the PipelineDeals icon.
   
2. Type and search for deals in the field provided. Select the radio button and click ADD.
   
   
   Now the deal is integrated with your project.
   
   
   
   • You can create response projects through the extension. They can be enabled on the deals page in PipelineDeals:
     
   • You can assign a Project Primary Contact. This will send a notification to users via email, letting them know that a new RFP has been uploaded in PipelineDeals. The user will receive the notification once you have created the response project with an imported file.
     
   • You can either import the attached files in the CRM or you can upload them from your computer by choosing the radio button.
   • Import multiple files and supported documents while creating response project.