Overview
Below we will explain which fields from a Pipedrive deal map into Parallax and how the two platforms communicate with each other.
| Pipedrive Term | Parallax Term |
| Organization | Client |
| Title | Project Name |
| Value |
Target Budget & Target Revenue |
| Pipeline and Pipeline stage |
Pipeline and Stage |
| Expected close date and Target Start Date |
Start Date |
| Check out here for info on how to use the Pipedrive Widget | |
| See here for fields specifically available through the Pipedrive Widget |
*Parallax Tip
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:
- Move the Project to a Closed/Won Stage with 100% Probability
- 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.
- 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.
- Once complete, within Pipedrive, click on your profile and select “Company Settings”
- Click “Tools and Apps” > “Marketplace Apps”
- 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 |