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. 

Important:  The email associated with Pipedrive will need to have Admin Permissions when connecting to Parallax.  Should that email change or be archived, a new Admin User Email will need to be used to disconnect and reconnect the Integration.   If the email is changed or Archived due to employee departure or the permission level for that user be changed to less than Admin, the data will discontinue to flow as intended. 

This article walks through Mapping requirements and Integration set up. We recommend you review the mapping requirements first before integration begins to ensure proper mapping set up has occurred. 

Overview

Below we will explain which fields from a Pipedrive deal map into Parallax and how the two platforms communicate with each other. 

If a field or term is missing from the table above, it does not visibly show up in Parallax. An example of this is 'Notes.

 

 

Organization

Organization in Pipedrive will be the same entity as Client in Parallax. 

Title

Title in Pipedrive will correlate to Project in Parallax.

Value

Value in Pipeline will translate to Total Budget & Total Revenue in Parallax.

Pipeline and Pipeline Stage

The Pipeline Field will correlate to the Pipeline the Project will appear under on the Sales Pipeline Listing page*, and the Pipeline Stage will determine the Stage shown on the Sales Pipeline Listing page.

This is important to keep in mind both for sorting and determining which Pipelines and Stages are used on the Settings > Integrations page.

Note: Winning a Project in Pipedrive

Unlike some other CRMs, to move between the Sales Pipeline and Active Projects Listing page, you need to do two separate things:

1. Move the Project to a Closed/Won Stage with 100% Probability
2. Click "Won" on the project.

If you're not seeing a Project under Active Projects, check to make sure you didn't skip one of these two steps!

Expected Close Date and Target Start Date

The Target Start Date will correlate to the Project Start date in Parallax (if it is not present, then Expected Close date will be used instead).

*Parallax Tip - How do Close Dates affect Shape?

The Allocation Shapes you create in Parallax move in relation to the Start Date you select, so each time the start date changes, the allocations will move accordingly. By default, Parallax will accept changes to your Target Start Date (or Close Date when absent), so each time that changes in Pipedrive, the project will shift. If you don't want that, you can turn it off on the Integrations tab for the Project.

Pipedrive Widget 

See below for instructions on how to enable the Pipedrive Widget:

To start off, you'll need to be a Pipedrive Admin and be logged into your Pipedrive instance.

1.  Start by disconnecting your Pipedrive Integration, in order to reconnect it. You can do this in Settings > Integrations. This step is only necessary if you joined Parallax before September 2022.
   
   
    
2. Once complete, within Pipedrive, click on your profile and select “Company Settings”
   
   
    
3. Click “Tools and Apps” > “Marketplace Apps”
   
   
    
4. Click the Shared checkbox to enable the Widget for all Users on the Pipedrive Instance

And that's it it!

Widget Fields

Two additional fields are available through the Widget.  Here is how they map to Parallax:

Pipedrive Term	Parallax Term
Offering	Offering
Target Start Date	Start Date

 

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.