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.

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 Personal → Personal Preferences → 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 can leave it as a regular page on your dashboard for now. 

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

Step 2. You'll need to add some tokens to this page so that information can be pulled in from your Pipedrive Deal records. Tokens are basically special text enclosed in two sets of curly brackets.

To find a list of tokens that you can use, head to your Pipedrive account settings > Data fields > Lead/Deal.

From there, find the field that you'd like to use, click on the 3 dot icon and then chose  Copy API key.

Then head back to your Qwilr Page and paste that API key making sure it's wrapped in two sets of curly brackets {{ }} as shown in the image below. 

Note: The tokens provided in Pipedrive are top level tokens. For example, the  org_id is a top level token. If you'd like to pull in organization name, you need to specify it in the token by adding a period and the name of the field you'd like to pull. So the token for the Organization name would be org_id.name. You can also use a shortcut by replacing "id" with what you need, e.g. org_name.

Step 3. Now it's time to use this page. While you're in the Qwilr page editor, click on the More Actions icon (three dots) at the top right corner. Then choose Blueprint from the menu.

Step 4. Select Pipedrive as the source.

Step 5. Select all of the Deals you'd like to create Qwilr Pages for right now. Then click Select.

We'll display a list of the data we'll be pulling in. 

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. 

Step 6. If everything looks correct, click Build Projects.

Step 7. Once the projects are built, you can review them by clicking Explore Projects. Or click Download CSV file to download a CSV with links to all projects that were created.

If you'd rather review the projects from your Qwilr dashboard, locate the template page, hover over it, and click the View Children button as shown below.

Note: If you want to grant any Creators in your account access to use this template, be sure to give them edit access to the template.

Reusing the template

After you've used your template for the first time, it will be available in your dashboard as a Blueprint. You can reuse it any time to generate more pages.

Click on the template title on your dashboard to open it for editing. Then click the More Actions icon (three dots) at the top right corner. Choose Blueprint from the menu, and follow the same steps as above.

The resulting pages will be stored as child pages under the template. Click the View Children button as shown above to access them.

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 one of 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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