Pipedrive Integration Manual

Overview

Users can now integrate the Responsive app with Pipedrive, which allows the user to create response projects.

Select the applicable tab for your edition of Responsive.

• 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:
       
       
       
       
       

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.