This article defines how data will be pushed from Quoter to Pipedrive. Learn more about integrating with Pipedrive in this article.
When creating a Quote in Quoter, you can search for an existing Pipedrive Contact using our Person Search feature or create a new one automatically.
When creating or editing a new Person in Quoter, the information will be pushed to a Pipedrive Contact and Organization. Quoter will try to match Contacts by email address and Accounts by name. If nothing is found in Pipedrive, a new entry will be created.
If changes are made to an existing Contacts address in Quoter, the address will not be changed in Pipedrive.
When creating a Quote in Quoter, you can search for an existing open Pipedrive Deal or create a new one automatically.
When a Quote is updated in Quoter, the Pipedrive Deal will be updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Pipedrive Deal according to the mapping settings you configure.