Importing Organizations from Pipedrive

⏱️ 2 minute read

The Pipedrive for Forecast integration allows you to import and link Pipedrive Organizations with Forecast Clients. Once linked, any changes made to the organization in Pipedrive automatically updates the client profile in Forecast.

This article covers: 

• Importing Pipedrive Organizations into Forecast
• Manually Syncing Existing Clients 

Importing Pipedrive Organizations into Forecast

Once the integration is connected, import Pipedrive organizations to create Client profiles. Imported profiles are automatically linked across platforms display the Pipedrive logo on the Forecast Client profile.

To import organizations from Pipedrive to Forecast

1. Click Admin in the navigation bar. 
2. Select Clients from the dropdown.
3. Click Import from Pipedrive.
4. Select organizations using Select All or by ticking the box next to the organization's name. If you do not see the organization listed, enter it's name in the search bar.
   
5. Click Create Clients.
6. A Forecast Client profile is created and linked to Pipedrive. 

Manually Syncing Existing Clients 

If you have existing Client profiles in Forecast, it is possible to manually link them with Pipedrive. Once linked, Forecast client profiles display the Pipedrive logo.

To link existing client profiles with Pipedrive

1. Click Admin in the navigation bar.
2. Select Clients from the dropdown.
3. Open the client profile.
4. Scroll down to Pipedrive.
5. Select the Pipedrive Organization from the dropdown.
   
6. Click Link to synchronize the profiles.

Related Articles

• Pipedrive Integration Resources
• Connecting Pipedrive with Forecast
• Syncing Pipedrive Deals with Forecast