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.
- Click on Settings in your left-hand navigation bar, then Integrations
- Click "Connect to Pipedrive"
- Log into your Pipedrive account
- Read and Click "Allow and Install"
- 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
- After selecting your Pipeline, click "Sync"
- By syncing this Pipeline, Parallax will pull in the information around your Projects, People, and Accounts
- 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.
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Pick your stage and click "Sync Pipedrive stages"
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You are all set! Pipedrive and Parallax are now connected.