Connect Pipedrive deals to Proposal Expert for faster pipeline velocity
The Pipedrive integration for Proposal Expert links deals, organisations and persons in Pipedrive to your proposals. The adapter is built and tested, and OAuth activation with Pipedrive is due shortly. You will use it when your pipeline lives in Pipedrive and you want to create a proposal from a deal in a few clicks, with organisation, contact, deal value and products already filled in. After sending, viewing and signing, Proposal Expert writes the status and value back to the deal so your pipeline stage is right without manual work.
Once active, the integration reads the deal (title, value, stage, expected close date), the organisation and the linked persons. Products on the deal become pricing rows in the proposal. Back to Pipedrive go the proposal status and the final proposal value, and you choose which deal stage each status should set. Custom fields on deals and organisations are handled through the field mapping. The feature set matches the HubSpot integration, using the object names of Pipedrive.
When it goes live you will open Settings > Integrations > Pipedrive, sign in through OAuth, pick your pipeline and map the fields. Until then you can already work with Pipedrive data: export deals and persons as CSV and import them into Proposal Expert, or use the Proposal Expert API to create proposals. Want to test the integration early? Sign up for early access through the contact page and we will let you know when activation is complete.
A growing sales team on Pipedrive writes proposals in a separate document and then updates the deal value and stage by hand. Days often pass between sending and updating, so the pipeline shows stale amounts. With the integration the proposal starts from the deal, Pipedrive shows when the client opens it, and the deal moves to the next stage automatically on signature. Until activation, the CSV route already saves the drafting time.
The Pipedrive integration is technically ready (adapter written) and OAuth credentials will be activated shortly. All features of the HubSpot integration are available here too.
Fast-growing B2B teams with Pipedrive as their CRM that want to increase pipeline velocity.