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    Help Center Integrations Pipedrive Integration

    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".
    Add a deal in Pipedrive

    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.

    Pipedrive New Deal Zap

    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".

    Person ID Name Pipedrive
    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".

    Update Lead in Pipedrive with 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

    Setup action to pass quote value to WhatConverts

    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.

    Quote Value Added to Lead in WhatConverts

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    How to Send Quote Values from Pipedrive back into WhatConverts 

    1Add Quote Value to New Deal for a Contact.

    Click on a WhatConverts contact in Pipedrive and select "Add New Deal".
    Add New Deal

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

    Add Deal Value

    Go to “Deals" under the navigation menu and the contact should now be displaying under the Lead In column.

    Lead In Column

    2Go to Zapier and Connect the Lead ID from the Contact to the New Deal.
    Go to Zapier and click "Make a Zap!". Select "Pipedrive" as your Trigger app and "New Deal" as the trigger.

    New Deal

    Choose your PipeDrive account (or Connect an Account if you haven't done so already) and click "Continue".
    Select Pipedrive account

    Test this step and click "Continue".

    On the next Zapier step, select "Pipedrive" as your Action app. and under Search, select "Find Person" as your Pipedrive Action.

    Find Person

    Connect to your Pipedrive account and click "Continue".

    On the Search for Pipedrive Person 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".
    Search for Pipedrive Person

    Add an additional Zapier Step by clicking the large "+" under the Search step on the left side menu.

    Add Step

    Select "Pipedrive" as the Action App, click "Show less Common Options" and select "Update Deal" as the Pipedrive Action.
    Update Deal

    Connect your Pipedrive account and click "Continue."

    In the Set up Pipedrive Updated Deal, edit the fields:

    • Deal: Pull the drop down menu and select "Use a Custom Value (advanced)".
    • Custom Value for Deal ID: Pull the drop down menu, select "New Deal (step 1)" and choose "ID".
      DealID

    • LeadID: Pull the drop down menu, select "Find Person (step 2)" and choose "LeadID".
      LeadID

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

    3Go to Zapier and Connect Pipedrive to WhatConverts to send the Quote Value.

    Go back to Zapier and select, “Make A Zap” and set your Trigger as "Pipedrive". Click "Show Less Common Options" and select “Deal Matching Filter” as the trigger.

    Pipedrive deal matching filter

    Choose your PipeDrive account and click "Continue".
    Select Pipedrive account

    Select “All Open Deals” from the drop down menu under Filter and select “Continue”.

    Setup PipeDrive Filter

    Create an "Action" by selecting "WhatConverts" as an Action within Zapier and select the “Update Lead” radio button.

    Update WhatConverts Lead

    Connect your WhatConverts Account. Set up the WhatConverts Lead Template with the corresponding attributes below and select “Continue”.

    • Lead ID =  Click the drop-down menu and select "Use A Custom Value (advanced)" and in the Custom Value for Lead ID ID, select “LeadID”.

    Pipedrive Lead ID

    • Quotable Yes

    Set Quotable Value to Yes

    • Quote Value: Value

    Quote Value

    Select “Continue” then select “Sent Test to WhatConverts” on the next screen. Once the test is successful, click "Finish". Name your Zap and turn your Zap "On". Make sure to provide your zap an easily identifiable name to understand.

    4Check WhatConverts for the updated Quote Value.

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

    Updated Quote Value in WhatConverts

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