Set up a two-way integration between Pipedrive and Forecast to align the sales department and project delivery teams. When Pipedrive deals reach a certain stage, they can be automatically imported as projects, together with any related client information and deal activity. Deal activities can be imported as tasks and managed through Forecast for better team collaboration, while organizations can be imported as Forecast Clients to have one source of truth for your client records, without needing to update client information in separate systems.
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:
- Setting up the Pipedrive integration in Forecast
- Importing your Pipedrive organizations into Forecast
- Syncing important project information to Pipedrive
- Turning deals into projects through automation
- Turning deal activities into Forecast Tasks
Setting up the Pipedrive integration in Forecast
To start the process of installing the Pipedrive integration, as an Admin, go to the Pipedrive integration page in Forecast.
To set up the Pipedrive integration
-
- Click on your profile icon in the top right corner of the screen from anywhere on the platform.
- Click on Admin. This will take you to the Admin panel.
- While on the Admin panel click on the Integrations tab.
- On the Pipedrive integration page click on Activate.
- Log in 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.
Importing your Pipedrive organizations into Forecast
The Pipedrive integration allows for different organization profiles that reside in your Pipedrive account to be imported into Forecast. To achieve this, follow the steps below:
To import organizations from Pipedrive to Forecast
- Click on the profile icon in the upper right-hand corner of the screen from anywhere on the platform.
- Click on Admin. This will take you to the Admin panel.
- In the Admin panel click on the Clients tab.
- From the Clients tab click on Import from Pipedrive.
- A list of all of the organizations that reside in your Pipedrive account will appear.
- Click on the box next to the name of each organization you wish to bring over to Forecast.
- Click on Create Clients.
The newly imported companies should be displayed on the Clients page now.
Syncing important project information to Pipedrive
Once the integration is activated, Forecast creates a group of custom deal properties in Pipedrive. The Forecast project information group contains financial numbers, progress, and scopes. The table below contains all of the custom deal properties that will appear in Pipedrive.
| Field | Description |
| 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 |
| Progress | Project Progress |
| 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 |
This process is done automatically after the integration is activated. These fields will appear under the Details section of a Pipedrive deal after clicking on the Customize Fields option. The screenshot below shows this.
Turning deals into projects through automation
After activating the integration, the Pipedrive integration page will 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.
To automatically convert deals into project
- Click on the profile icon in the upper right-hand corner of the screen from anywhere on the platform.
- Click on Admin. This will take you to the Admin panel.
- Click on the Integrations tab.
- Find and click on the Pipedrive integration.
- Scroll to the section that reads Deal Stages.
- Click on the Select Pipeline dropdown and select the pipeline that Forecast should focus on.
- Click on the Create Project button for each of the phases that a project should be created.
In the above 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 have a red warning sign, as they differ from the Pipedrive Win Probability.
Turning deal activities into Forecast Tasks
After activating the integration, the Pipedrive integration page will also 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 below, 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.
To enable Pipedrive activities as Forecast tasks
- Click on the profile icon in the upper right-hand corner of the screen from anywhere on the platform.
- Click on Admin. This will take you to the Admin panel.
- Click on the Integrations tab.
- Find and click on the Pipedrive integration.
- Scroll to the section that reads Activity Types.
- Click on the button next to the name of each activity that you wish to have a task in Forecast.
Comments
0 comments
Article is closed for comments.