Pipedrive

On the acceptance of your quotes in Qwilr, you can have an associated Deal moved along your Pipedrive pipeline.

Note: This integration is only available on our Business and Enterprise plans.

Setting up the Pipedrive Integration

Click your initials in the top right corner of Qwilr to open Settings. Choose Integrations, and select Pipedrive.

Click Enable Pipedrive.

We'll then ask for your Pipedrive API key. 

This can be found in your Pipedrive account settings.  Settings → API:

Copy your personal API token and paste it in the empty field in Qwilr. Click Set Pipedrive API Key and your integration between Qwilr and Pipedrive is now authorized!

Auto-generating documents from Pipedrive Deals

Step 1. Once the integration is enabled, create a Qwilr Page to use as a template. You'll need to add some tokens to this page 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, 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 page to your Pipedrive flow, be sure to add an Accept Block.

Step 2. Click on the BluePrint icon in the menu at the top of the page:

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 which allows you to verify the tokens you've used in your template page. 

Example: {{person_id.name}} is Contact Name, {{creator_user_id.name}} is your name, etc. Missing fields cannot be used as you do not have the corresponding data in Pipedrive.

Step 5. Make sure that the tokens in the Qwilr page you're using as a template are  exactly as displayed in the table 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. Scroll to the Accept block, locate the Pipedrive logo in the top left corner, and click it.

Turn the Pipedrive 'Enable' toggle to on (green).

Using the drop-down arrows select the pipeline and deal associated with this quote. Then select the stage you’d like to move this deal to when your Qwilr Page is accepted.

Once your Qwilr Page is accepted, the deal you've specified will move to the stage you've chosen.

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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