Pipedrive Integration - TanamiGold

Gold Rush Technology has created TanamiGold,  an integration between QuoteWerks and Pipedrive CRM.

  • Search both Organisations and Persons in Pipedrive
  • Link to a deal or create a new one (when saving the quote)
  • Map field values both ways between Pipedrive and QuoteWerks
  • Update Pipedrive deal
  • Update or create a deal
  • Change pipeline and stage
  • Update deal close date
  • Update probability (if Deal Probability is set for the pipeline)
  • Update the deal value
  • Create, Edit and Delete Pipedrive activities linked to the deal
  • Add notes to the deal and pin them if required
  • Create a link in Pipedrive that will open the quote in QuoteWerks
  • Upload the PDF of the quote to the deal
  • Email the deal a blind copy (BCC) of the email sent to the customer

To request a 15 day trial of the software, please fill in the form below:

 

Pipedrive Feature Introduction Video

QuoteWerks



Want more information on QuoteWerks?

Please note, TanamiGold requires QuoteWerks 5.3 Build 3 or above. If you are on an older version of QuoteWerks and need information about the Update Maintenance Program, please let us know.

TanamiGold Trial Request Form









 

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Office Hours

Australia:
Call 1300 737 907 or 03 9438 6699
8.30am to 4.30pm Australian Eastern Time
New Zealand:
Call 09 816 9563
10:30am to 6:30pm
After hours by appointment.

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