Get better visibility of a project pipeline by connecting Pipedrive and Forecast!
With the Pipedrive-Forecast integration you can:
- Turn Pipedrive Deals into Forecast Projects
- Sync important project information back to Pipedrive
- Import your clients from Pipedrive
- Turn Pipedrive Activities into Forecast Tasks
This article includes:
- Project Information
- Configuring Deal to Project automation
- Sync Organizations
- Turn Activities into Tasks
To start the process of installing the Pipedrive integration, as an Admin, go to the Pipedrive integration page in Forecast.
- On the Pipedrive integration page click on Activate.
- Login to Pipedrive to authorize the integration.
- Choose an account to connect to Forecast.
You will be redirected back to Forecast and your integration should now be activated!
Forecast project information
Once you activate the integration, we create a group of custom deal properties in Pipedrive. The Forecast project information group contains financial numbers, progress, and scopes.
|Actual budget numbers||Actual revenue, cost and profit|
|Baseline budget numbers||Baseline cost and revenue|
|Forecast budget numbers||Forecast cost and revenue|
|Planned budget numbers||Planned cost and revenue|
|Start date||Start date of the project|
|End date||End date of the project|
|Stage||Which Forecast stage the project is in|
|Status||The status of the project (RED, YELLOW or GREEN)|
|Invoiced||Total amount invoiced on the project|
|Invoice paid||Total amount paid from the invoiced total|
|Total scope||Total scoped hours for the project|
|Approved scope||Approved scoped hours for the project|
|Project contact||Contact person of the project|
|Project url||Forecast URL of the project|
|Remaining (hours)||Remaining hours on the project|
|Reported (hours)||Registered hours on the project|
Configuring Deal to Project automation
After activating the integration, the Pipedrive integration page should display a table of deal stages in your Pipedrive instance. By using this table, you can configure when a Pipedrive deal should automatically have a corresponding project created in Forecast.
You can switch between your different pipelines with the dropdown above the table.
In this example, a deal in Pipedrive will only be created in Forecast when it reaches the stage of “Contact Made”, “Prospect Qualified”, “Needs Defined”, or "Proposal Made". Once the project is created, it will be automatically moved to the corresponding Forecast stage and updated when it is moved to another stage (eg. a project moving from “Prospect Qualified” to “Needs defined” will be set to “Planning” in Forecast).
The win probabilities of Planning / Running / Halted / Done projects are set to 100%. For the deal stages of “Needs Defined” and “Proposal Made”, the probability values are having a red warning sign, as they differ from the Pipedrive Win Probability.
Synchronize organizations from Pipedrive
If you want to import Pipedrive organizations as Forecast clients, follow the next steps:
- As an Admin, go to the Clients page from the admin panel.
- Click on the “Import from Pipedrive” button from the top-right corner.
- The “Synchronize your customers from Pipedrive” modal should appear, and you can choose one or multiple clients that you want to import.
Click on the “Create clients” button, and the newly imported companies should be displayed on the Clients page.
Turn Activities into Tasks
After activating the integration, the Pipedrive integration page should display a table of activity types from your Pipedrive instance. By using this table, you can configure which types of activities should automatically have a corresponding task created in Forecast from a linked deal.
In the example above, only the activities of type "Call", "Meetings", "Task" or "Email" will have a corresponding task created in Forecast, if they are associated with Pipedrive deals that are already linked to Forecast projects.
If there is something that you would really like to see done (or done differently) in the Pipedrive integration, reach out to us!