Pipedrive Integration Resources

⏱️ 2 minute read

Connect the Pipedrive for Forecast integration and turn Pipedrive deals into Forecast projects to gain better visibility into your project pipeline and plan resources more accurately. Import clients from Pipedrive to maintain a single source of truth for client information.

This article covers:

• Overview of the Pipedrive for Forecast Integration
• Connecting Pipedrive with Forecast
• Importing Organizations from Pipedrive 
• Syncing Pipedrive Deals with Forecast

Overview of the Pipedrive for Forecast Integration

The Pipedrive for Forecast integration features a two-way data flow, allowing you to align your sales department and project delivery teams. In the diagram below, the arrows show which platform the data comes from and where it syncs to.

Use the Pipedrive for Forecast Integration to:

• Align Sales & PM Teams. Empower your sales team by having them convert their proposals into a Baseline plan in Forecast before the project even begins and ensure a well defined handover to the PM teams.
• Utilize Opportunity configuration and automation. Establish a queue and a win probability across your pipeline of incoming deals from Pipedrive. Automate project creation by converting deals into projects.
• Transfer deal activities to the Forecast project. Choose which types of deal activities you want to create as tasks in the Forecast project.
• Stay structured. Avoid tedious setup every time a new project is created, you can specify a template which the created project will apply.
• Reduce effort. As your sales team pushes deals forward into Forecast, each project created from Pipedrive will follow the selected template when created and all corresponding preferences will also be copied from the template project.
• Improve pipeline visibility. View & monitor the overall progress and status of your projects.  
• Manage financials. Track the financial evolution of your projects all the way from your baseline plan, planned revenue, actual revenue & forecast revenue.
• Improve Reporting. Capture, monitor and track live project progress, status, financials and more in Pipedrive as your project progresses and see exactly where you’re earning or burning. 

Connecting Pipedrive with Forecast

Follow steps to activate the Pipedrive integration using:

• Connecting Pipedrive to Forecast