Pipedrive Integration

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 the top right corner and click on your initials. 

Then choose Company Settings Personal Preferences. Click on the API tab and 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!

Creating your Pipedrive tokens

Step 1. Create a Qwilr Page. It will serve as your Pipedrive template, but do not convert it to a template yet. 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 Company settings Data fields Lead/Deal.

From there, hover over the field that you'd like to use. Click on the 3-dot icon, and then choose  Copy API key.

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

Important note about Pipedrive tokens

The tokens provided in Pipedrive are top level tokens. They'll need a little updating so they'll work in your Qwilr Page. 

For example, the {{org_id}} token recognizes your Pipedrive organization, but can't pull in the name. So you'd specify the name by adding .name at the end of the token, as in {{org_id.name}}. You can also use a shortcut by replacing "id" with what you need, like this: {{org_name}}.

Note: If you see [object Object] appearing in the page you create from your template, that usually means you need to update the token as shown above. Please reach out if we can be of help.

Creating personalized Qwilr Pages from Deal records

You can use this integration to create just one page at a time, or many pages at once.

Step 1. Now it's time to use this page. While you're in the Qwilr page editor, head to the top right corner and click on the More Actions icon (3 dots). Then choose Blueprint from the menu.

Step 2. Select Pipedrive as the source.

Step 3. Choose all of the Deals you'd like to create Qwilr Pages for right now. Then click Select.

Step 4. Scroll down and click Build Projects.

Step 5. 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 Pipedrive template for the first time, it will be available on your dashboard as a Blueprint. You can reuse it any time to generate more pages.

Click on the template title to open it for editing. Then head to the top right corner and click the More Actions icon (3 dots). Choose Blueprint from the menu, and follow the same steps as above.

The resulting pages will be stored as new child pages under the same template. On the dashboard, click the View Children button as shown above to access them.

Automatically moving a Deal when the Qwilr Page is accepted

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, head to its top left corner, and click on the Pipedrive logo.

Step 2. Enable the switch.

Step 3. Using the drop-down menus, select the Pipeline and Deal record 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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