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  4. Sending Sales Values to WhatConverts

Sending Sales Values to WhatConverts

How to Send Sales Values from Pipedrive back to WhatConverts.

1Add 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

Open the deal and Click “Won” in the top right of the Deal Page.
Won Lost

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 create a Trigger.

    Go 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 (or Connect an Account if you haven’t done so already) and click “Continue“. Select “All Won Deals” for the Filter and Click “Continue“.

    All won deals

    Click “Fetch and Continue”. Once the test is successful review your deal, click “Continue“.

    View the Deal in Pipedrive

    Select WhatConverts as an Action App within Zapier and select the “Update Lead” radio button. Click “Continue“.

    Update WhatConverts Lead

    Select the corresponding WhatConverts account within Zapier; click “Continue“. Set up the WhatConverts Lead Template with the corresponding attributes below and select “Continue”.

    • Lead ID = Pull the drop down menu and select “Use a Custom Value (advanced)“. In the Custom Value for Lead ID ID field, pull the drop down menu, locate and select “LeadID“.

    Lead ID From Pipedrive into WhatConverts

    • Quotable = “Yes

    Set Quotable Value to Yes

    • Sales Value: Value

    Sales Value

    Select the “Continue” button, click “Send Test to WhatConverts” and when your test is successful, click “Finish“.
    Successful Final Step
    Name your Zap and turn your zap “On“. Make sure to provide your zap an easily identifiable name to understand.

    4Check your Lead in WhatConverts.
    Go back to your WhatConverts account and the corresponding lead will display an updated quote value.

    Sales Value in WhatConverts