Sending Quote Values to WhatConverts

1To add Quote Value to New Deal for a contact, click on a WhatConverts contact in Pipedrive and select "Add New Deal".

Add a "Deal Value" and an "Expected Close Date" and press "Save".

Go to "Deals". The contact should now be displaying under the month the deal is expected to close.

2Go to Zapier and click "Create Zap". Select "Pipedrive" as your Trigger app and "New Deal" as the trigger.

Choose your PipeDrive account (or Sign into Pipedrive if you haven't done so already) and click "Continue". Click "Test Trigger". Select a Deal from the drop down and click "Continue".

Select "Pipedrive". Choose "Find Person" as your Action Event. Connect to your Pipedrive account and click "Continue".

On the Set up action page, under Field to Search By, click the drop down menu and select "Name". Under Name, click the drop down and find "Person ID Name".

Click "Test & Continue".

Add an additional Zapier Step by clicking the "+" under the Search step.

Select "Pipedrive" as the Action App, select "Update Deal" as the Action Event. Click "Continue". Connect your Pipedrive account and click "Continue."

On the Update Deal in Pipedrive page, edit the fields:

• Deal: Pull the drop down menu and select the "Custom" tab. Choose ID found under 1. New Deal in Pipedrive.
• LeadID: Pull the drop down menu, select "2. Find Person" and choose "LeadID".

Click "Continue", test the step and click "Test & Continue". Turn your Zap "On".

3Click "Create Zap". Select "Pipedrive" as the Trigger. Select "Deal Matching Filter" as the Trigger Event. Click "Continue". Choose your Pipedrive account and click "Continue".

Select "All Open Deals" from the drop down menu under Filter and select "Continue". Click "Test trigger". Select a deal and click "Continue".

Select "WhatConverts" as the Action App. Choose "Update Lead" as the Action Event. Connect your WhatConverts Account and click "Continue".

On the Set up acton page, set up the fields as indicated below.

• Lead ID: Click the drop-down menu, select the Custom tab. Under 1. Deal Matching Filter in Pipedrive, select "LeadID".
• Quotable: Yes
• Quote Value: Value

Click "Continue". Review your data and click "Test & Continue".

4Check WhatConverts for the updated Quote Value.

Go back to your WhatConverts account and the corresponding lead will display an updated quote value.

If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com