Pipedrive Integration Guide

Overview

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

We integrate with Pipedrive, where you can:

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

Configuring Pipedrive

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

Fetching the API Token

1. Log into Pipedrive, then click the username and select Settings.
   
2. Choose API.
   
3. Copy the API token.
   
4. Paste the API token in the User Account page in your account and click Save.
   

Integrating with Pipedrive deals

Users can now integrate with Pipedrive deals while creating response projects.

1. Enter the project name and then click the Pipedrive 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 Client Details.
     
     
     
   • You can create response projects through the Responsive extension. It can be enabled only when you go to the deals page in Pipedrive.
     
   • If you assign a Project Primary Contact, it will notify users via email that a new RFP has been uploaded in Pipedrive. 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 local computer by choosing the radio button.
   • You can import multiple files and supported documents while creating a response project: