Pipedrive

With our Pipedrive integration, you can create personalized Qwilr Pages from your Pipedrive Deal records. When your client accepts a page, you can also have the associated Deal moved along your Pipedrive pipeline.

Note: This integration is only available on our Business and Enterprise plans. Integration settings are only available to account admins.

Setting up the Pipedrive integration

Step 1. In Qwilr, click on your initials in the top right corner of the page. Then choose Add Integrations.

Step 2. Select Pipedrive from the list of integration options, and then click Enable Pipedrive.

Step 3. We'll then ask for your Pipedrive API key. Time to head to your Pipedrive account.

Step 4. In Pipedrive, head to Settings → API. Copy your personal API token.

Step 5. Back in Qwilr, paste your API key into the integration settings. Click Set Pipedrive API Key. Your integration between Qwilr and Pipedrive is now enabled!

Auto-generating Qwilr Pages from Pipedrive Deals

Step 1. Create a Qwilr Page to use as a template. You'll need to add some tokens to this template so that information from your Pipedrive Deal record can be pulled into your pages. Tokens are basically special text enclosed by curly brackets, as shown in the image below.

If you're not sure what text to use in your tokens, you can find a list of "Field API Keys" in your Pipedrive account. Pipedrive Support can help you locate that list.

Note: If you want to connect this template to your Pipedrive flow, be sure to add an Accept Block.

Step 2. While you're in the template editor, Click on the Page Options icon (3 dots) at the top right corner. Then choose Blueprint from the menu:

Step 3. Select Pipedrive as the source.

Step 4. Select as many Deals as you would like to create Qwilr pages for right now. Then click Select.

We'll display a list of the data we'll be pulling in. This list allows you to verify the tokens you've used in your template page. 

Example: in the list below, you'll see that the token {{person_id.name}} will pull in the Contact Name. The {{creator_user_id.name}} token pulls in your name, and so on. 

Missing fields, like {{user_id.pic_hash}}, can't be used in your template because you don't have the corresponding data in Pipedrive.

Step 5. Make sure that the tokens you've typed into in your Qwilr template page are exactly as displayed in the list of variables. If everything looks correct, click Build Projects.

Step 6. Once the projects are built, you can review them by clicking Explore Projects.

If you'd rather review the projects from your Qwilr dashboard, locate the template page and click the Blueprint symbol as shown below.

Automatically moving a Deal upon acceptance

Now that you've created Qwilr pages, it's time to connect them into your Pipedrive flow. This happens in the Accept Block. Open any page you've built through the Pipedrive integration. (Not the template, but the pages created from it.) 

Step 1. Scroll to the Accept Block, locate the Pipedrive logo in the top left corner, and click it.

Step 2. Enable the Pipedrive switch.

Step 3. Using the drop-down menus, select the Pipeline and Deal records associated with this Qwilr Page. Then select the stage you’d like to move this Deal to when your client accepts this page.

Disabling the Pipedrive integration

You can disable the integration with Pipedrive at any time by going the Integrations page in Qwilr. In the Pipedrive section, click Disable.

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