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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:
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.
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 [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 a “Deal Value” and an “Expected Close Date” and press “Save”.
Go to “Deals" under the navigation menu and the contact should now be displaying under the 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.
Choose your PipeDrive account (or Connect an Account if you haven't done so already) and click "Continue".
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.
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".
Add an additional Zapier Step by clicking the large "+" under the Search step on the left side menu.
Select "Pipedrive" as the Action App, click "Show less Common Options" and select "Update Deal" as the Pipedrive Action.
Connect your Pipedrive account and click "Continue."
In the Set up Pipedrive Updated Deal, edit the fields:
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.
Choose your PipeDrive account and click "Continue".
Select “All Open Deals” from the drop down menu under Filter and select “Continue”.
Create an "Action" by selecting "WhatConverts" as an Action within Zapier and select the “Update Lead” radio button.
Connect your WhatConverts Account. Set up the WhatConverts Lead Template with the corresponding attributes below and select “Continue”.
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.
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