Pipedrive Integration: Setup and Get Started

If you use Pipedrive CRM, you can build a personalized Qwilr Page that pulls in details from any record.

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

Step 6. Choose the Shared option and click Install app.

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.

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.

Note: There is no create a Qwilr button on Leads in Pipedrive because of the inbox view. Leads and Deals share the same fields so you can either Create a Qwilr Page from a Deal, or create a page from a Lead directly inside Qwilr.

Creating a template

Step 1. To get started, create a Qwilr Page. While you have it open for editing, head to the top right corner and click the Convert to Template icon.

Step 2. With that conversion done, 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've converted the template, it's time to add some tokens. Tokens will pull in information from your Pipedrive record.

If you're still working on your template, the tokens list should still be open, but now displaying a list of available Pipedrive tokens.

Note: this integration also supports custom fields in Pipedrive. Click here to learn how to set up custom tokens.

Note: The Account tab of this list is for account tokens, which are not currently supported for the Pipedrive integration. Be sure to use the Pipedrive tab.

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.

Note: Automations based on accepting pages are not available for this CRM, as we do not have the ability to draw a specific record ID from the CRM into the Qwilr page it was generated from.

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.