Pipedrive CRM: Installation & Setup
With our Pipedrive CRM integration, you can create personalized Qwilr Pages instantly. Here's how to install the integration.
Step 1. Log into your Pipedrive CRM 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.
That's it! The app is now installed. Head to any Deals, Leads, 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 CRM.
Now that you have the integration set up, move on to creating your first template.