TanamiGold - Pipedrive Integration

TanamiGold enables a fully functional integration between QuoteWerks and Pipedrive.

The following features are included with the integration between QuoteWerks and Pipedrive.

  • Add organization, person and address details to your quote
  • Link to a deal or create a new one (when saving the quote)
  • Map field values both ways between QuoteWerks and Pipedrive
  • Update a deal
  • Update or create a deal
  • Change pipeline and stage
  • Update the deal value
  • Update the deal percenatge
  • Change the deal status to Won or Lost
  • Create, Edit and Delete activities/tasks linked to the deal
  • Add notes to the deal, and pin them if required
  • Update the PDF version of the quote to the deal.
  • Create a link in the deal to open the quote in QuoteWerks
  • Create Address Groups, as a group of related custom fields and define them as an address. 
  • Control when the update to Pipedrive window appears by document status

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

The vidoo below is from Version 2. Version 3 video is on the way, but this will give you a good idea of how the integration works.

 

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