Pipedrive: Setup and Create

Pipedrive and Qwilr integrate together to allow your Qwilr Proposals to be created quickly with accurate data from your Pipedrive records. Below you'll find a complete guide to setting up, creating a template, customizing that template to automatically fill your proposals with accurate data from Pipedrive, and creating pages from Pipedrive.

In this article:

• Connecting the integration
• Creating a Template
• Adding Pipedrive Tokens
• Styling a token
• Adding custom fields as tokens*
• Creating Qwilr Page

* link opens in a new page

You can use this integration with any type of Pipedrive record: Deals, Leads, Organizations, People. Each Qwilr template you create can connect to one of these record types.

Connecting the integration

Step 1. Log into your Pipedrive account, Then head to the Pipedrive Marketplace.

Step 2. Search for the Qwilr app and click install. This will direct you into the Qwilr website.

Step 3. Log in to your existing Qwilr account.

Step 4. You will then be redirected to the Pipedrive integration, click Enable Pipedrive.

Step 4. Choose All users option and click Next.

This allows all users in your company to see the Qwilr panel on Deal, Contact or Organization records in Pipedrive. Your users will be prompted to authorize if they haven't used the integration yet.

Step 5. You'll be prompted to agree to terms and conditions. Then click Allow and Install.

That's it! The app is now installed. Head to any Deals, Organizations, or People record, and you'll now see a Create a Qwilr Page button on the left-hand side menu under Qwilr Pages in your Pipedrive.

Creating a Template

Step 1. To get started, go to your Template Library and click Create blank template

Step 2. It's time to connect this template to Pipedrive. In the top right corner of the template, you'll now see a new Tokens icon. Click that.

Step 3. A token menu will appear. It has two tabs. Click on the CRM tab, and then click Add to CRM.

Step 4. Enable the Use in Pipedrive switch, and then choose which type of Pipedrive record you plan to work with: Deals, Leads, Organizations, or People. Click Confirm to save.

Adding Pipedrive tokens

Now that you have the template, it's time to add some tokens. Tokens will pull in information from your Pipedrive record.

3 ways to place tokens in your template

Method 1: To copy a token, hover over it to bring up the Copy icon next to its name, then click on that. Then place your cursor in the template where you want the token to be. Use your keyboard command of Ctrl-V or Cmd-V to paste it.

Method 2: Alternatively, you can click on any token in the list, and drag it to the location in your template.

Method 3: As a quicker option, place your cursor where you want the token to go. Then type two curly brackets, like this: {{ . That will bring up your token list in that spot, and you can choose the token you need.

Styling a token

Click on any token, and you can add bolding or italics to the information that pulls in from Pipedrive CRM.

Removing a token

Click on any token, and you can remove it from the template. Click on the trash can icon.

Creating Qwilr Pages

Your template is ready! Now you can use it to create a personalized page.

Step 1. In Pipedrive, head to a record that matches how your template was converted. If you created a Deals template, for example, you'll only be able to use it from Deals records.

Step 2. In the top right corner of the record, click the Create a Qwilr Page button.

Step 3. A new tab on your browser will open, where you can choose your Pipedrive template. If you have multiple templates, you can search by title to find the one you need.

Step 4. From there, you'll see a second pop-up appear. You can give your page a unique title, and choose a folder where the page will be stored.

You'll also be able to verify that all of the tokens in your template were able to pull in data from Pipedrive.

If there's no information in a particular Pipedrive field, you'll see a warning message like the one below. You can either head back to Pipedrive and fill in the field, or proceed with creating the page and add that information afterward.

Step 5. Click the Create Page button. Now you'll see several options:

• You can set the page Live and then copy the public link to share with your client.
• If you'd rather send the page to your internal team for review, you can copy the Collaborator link.
• If you want to keep editing the page, you can click through to the Qwilr editor and keep making changes. (If you choose this option, you'll still be able to get the public link and Collaborator link later.)

See Your Qwilr Pages in Pipedrive

You'll see "Qwilr Pages" on the left-hand side menu of your record. It shows all pages that were created from this record, along with important details. 

You can grab the Collaborate/Edit Page and Shareable links here, as we;; as a PDF copy from here. You'll also be able to see the number of views the page has, if it has an expiration date, the status change when your client accepts the page, and other creation details.

You'll also find the page on your Qwilr dashboard, where you can get the same links and status updates.

Any questions? Don't hesitate to contact us at [email protected]