Send Quote and/or Sales Value from Pipedrive to WhatConverts

Create Zapier workflows that send deal values from Pipedrive back to WhatConverts, enabling complete revenue attribution.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to Pipedrive article
• Already created the workflow to send leads from WhatConverts to Pipedrive (this ensures Lead ID is stored in Pipedrive)
• A Pipedrive account
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key

Create Your Deal to Lead Value Workflow

To build your Zapier workflow for sending deal values from Pipedrive to WhatConverts:

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "Pipedrive".
4. Choose your trigger event based on when you want to update values:
   • "New Deal" for quote values when deals are first created
   • "Updated Deal" for tracking value changes throughout the sales cycle
   • "Deal Matching Filter" for specific deal stages or statuses
5. Click "Continue".
6. If not already connected, sign in to your Pipedrive account.
7. Configure any filters (e.g., specific deal stages or pipelines)
8. Test the trigger to verify the connection and review sample deal data.

Step 2: Find Person in Pipedrive

1. Click the Action step and search for "Pipedrive".
2. Choose "Find Person" as the action. Click "Continue".
3. Map the "Person ID" field to the "Person ID" from Step 1 (the deal trigger).
4. Test this step to verify it retrieves the person associated with the deal.

Step 3: Update Deal in Pipedrive

1. Click the Action step and search for "Pipedrive".
2. Choose "Update Deal" as the action. Click "Continue".
3. Map the following fields:
   • Deal ID: Map the "Deal ID" from Step 1
   • LeadID Custom Field (Deal): Map the "LeadID" custom field from Step 2 (the person record)
4. Test this step to verify the deal is updated with the LeadID.

Step 4: Update Lead in WhatConverts

Now you have two options for updating the lead in WhatConverts:

Option A: Update Lead Using Lead ID (Recommended)

1. Click the Action step and search for "WhatConverts".
2. Choose "Update Lead" as the action. Click "Continue".
3. Map the following fields:
   • Lead ID: Map the "Lead ID" custom field from Step 2 or Step 3
   • Quote Value: Map the "Value" from Step 1 (the deal)
   • Or Sales Value: Map the "Value" from Step 1 for won deals
4. Add a filter before this step if you want to only update sales value for won deals:
   • Filter: Only continue if "Status" (from Step 1) equals "Won"
5. Test this step to verify the lead is updated correctly.

Option B: Find and Update Lead by Phone or Email

If the LeadID isn't reliably stored, you can search for the lead first:

1. Click the Action step and search for "WhatConverts".
2. Choose "Find Lead" as the action. Click "Continue".
3. Search using either:
   • Phone Number: Map the "Phone" from Step 2 (the person)
   • Email: Map the "Email" from Step 2 (the person)
4. Test this step to verify it finds the correct lead.
5. Add another "Update Lead" action step:
   • Lead ID: Map the "Lead ID" from the Find Lead step
   • Quote Value: Map the "Value" from Step 1
   • Or Sales Value: Map the "Value" from Step 1 for won deals

Create a Separate Workflow for Sales Values (Optional)

If you want to track both quote values and sales values separately, create a second workflow specifically for won deals:

1. Follow the same steps as above.
2. Use "Deal Matching Filter" as the trigger and filter for won deals only.
3. In the Update Lead step, map the deal value to "Sales Value" instead of "Quote Value".

This approach allows you to:

• Update quote values when deals are created or updated
• Update sales values only when deals are marked as won
• Maintain separate tracking for estimated vs. actual revenue

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the LeadID is properly flowing from person to deal to WhatConverts.
3. Click "Publish" to activate the Zap.
4. Monitor the first few deals to ensure values are updating correctly in WhatConverts.

Related Topics

• What is the Pipedrive Integration?
• Connect WhatConverts to Pipedrive
• Understand the Pipedrive Integration
• Send Leads from WhatConverts to Pipedrive
• Validate and Troubleshoot Your Pipedrive Integration