Proposify integrates with the CRM app, Pipedrive.
To get started, log into your account as the account owner and go to your account settings. In the integration list, click on the Pipedrive logo.
When you get to the Pipedrive screen it will ask you for your API key. To get that, log into Pipedrive, click 'settings' and then click 'API'. Copy the API key from there.
Then paste it into your Proposify settings
Once you connect to Pipedrive you will see a few options
When you first create the proposal in Proposify you choose where the deal should go in Pipedrive, and when you send the proposal in Proposify you can choose where to move the deal in Pipedrive.
You can also import your contacts from Pipedrive. Click the 'Import Contacts' button and it will open a modal window, load your contacts so you can search and check on all the contacts you want to import.
From the Proposal Settings, you can select the Pipedrive tab and create a new deal from this proposal, or attach it to an existing deal from the dropdown:
That's all you need to do! Now when you create a new proposal in Proposify, you can assign a team member to the proposal, and if that team member exists in Pipedrive it will assign that same user to the deal in Pipedrive.
You'll see after the proposal is created and you log into Pipedrive you'll see the deal is created as well.
When your client views your proposal in Proposify and you both leave comments, they appear in the deal as notes.
View the deal in Pipedrive and you'll see the notes
You'll also notice when you sent the proposal that the deal gets moved to where you specified in Pipedrive
When the client accepts your proposal or you mark it as won, the deal will update in Pipedrive
PipeDrive & Streams
If you have Streams, you can choose which Streams will automatically create a new deal or opportunity when a new document is added to that Stream.