Available on | ❌ Free | ❌ Basic | ✅ Pro | ✅ Business | ✅ Agency |
Make sure to check out this article first, in order to learn how Pipedrive integrations are set up and mapped to your custom fields.
In order for Pipedrive to create deals, you'll need to enable the option via Pipedrive's integration settings - to access this screen, simply go to your project's integrations and click the button "Manage Custom Fields" on Pipedrive.
All you need to do then is tick the box "Create deal for each person" on your integration settings screen. This will make it so that a new deal is created every time a new submission is generated.
You will also have the following options when setting up Pipeline deals in involve.me:
Pipeline - Here you can select in which Pipedrive pipeline the deals will be created.
Deal title - Adds a title that is prefixed with the participant's name, like in the example below, where the title is "Test":
Deal value - You can add your own value, or you can leave this field empty if you want to use a calculator result instead.
Deal Currency - Choose the currency you want your deals to be on.
Once you've set up the integration and the deal settings to your liking, you're all set.
If you still have any questions, please feel free to contact our support team.