Pipedrive Integration Set Up

Integrating with Pipedrive is critical to bringing in projects from the sales process. Pipedrive helps us integrate with a project at the beginning of its lifecycle. 

Set Up Integration Connection

To complete the integration process, please follow the steps below. For further assistance, please contact our Customer Success Team. 

1. Click on Settings in your left-hand navigation bar, then Integrations
2. Click "Connect to Pipedrive"
   
3. Log into your Pipedrive account
4. Read and Click "Allow and Install"
   
   
   
   
5. This time you will be redirected back to Parallax where you will select your pipeline
   • In Parallax: Project = Pipedrive: Deal
   • In Parallax: People = Pipedrive: Employees
   • In Parallax Clients = Pipedrive: Companies
6.  After selecting your Pipeline, click "Sync"
   • By syncing this Pipeline, Parallax will pull in the information around your Projects, People, and Accounts
7. Once synced, you will be prompted to select your Pipedrive stages
   • Before picking your stages talk with your sales team to decide at what percentage you should start working on a project. Don’t worry if you’re overwhelmed with the options you have integrated, you can also go into Settings to define the deals you would like to have in the Pipeline.

1. Pick your stage and click "Sync Pipedrive stages"

2. You are all set! Pipedrive and Parallax are now connected.