Pipedrive

Eliminate time-wasters, speed up your deal flow, and create a sales machine that basically runs itself. You only need to enable the Pipedrive Contractbook integration.

ToC

1. How does the Pipedrive integration with Contractbook work?
2. How to set up Contractbook for Pipedrive
3. Making your tools work harder
4. Who will find the Contractbook Pipedrive integration useful? 
5. Frequently asked questions about Contractbook x Pipedrive integration

How does the Pipedrive integration with Contractbook work?

When Contractbook and Pipedrive accounts are connected, they work as a single platform. Using predefined sets of triggers and actions, you tell them exactly what to do and when. Choose an event to trigger the workflow, pair it with the desired action, and watch things get done.

Scenario #1

You’ve drafted a new contract and now you have to create the corresponding deal in Pipedrive. Except you don’t, provided you’ve set up the right automated workflow. For this particular purpose, choose New Contract as the trigger in Contractbook. And if you make it so that the resulting action in Pipedrive is Create Deal, you’re good to go. 

Scenario #2

You’ve updated the deal stage from Appointment Scheduled to Proposal Accepted. And now you have to draft the corresponding contract in Contractbook. But what if simply updating the deal stage would result in that action? To automate this, you’d only need to choose Updated Deal Stage as the trigger in Pipedrive. Pairing it with Create Draft as the resulting action in Contractbook would get you exactly the results you want.

Scenario #3

The contract has been fully signed, but your work is not yet done. You still need to update the deal in Pipedrive. That is, unless you have the right automated workflow set up. In this particular context, Contract Fully Signed would be the trigger in Contractbook. And Update Deal would be the resulting action in Pipedrive.

If you’re curious to learn more about all the potential trigger and action combinations, just click here.

How to set up Contractbook for Pipedrive

Head to your dashboard and you’ll have Contractbook for Pipedrive enabled in a matter of minutes. Just follow these simple steps:

1. Open your Contractbook dashboard.
2. Go to the top menu and click Automations.
3. Click Integrations from the left-hand sidebar.
4. Find Pipedrive under the CRM section.
5. Click the Connect button.
6. Authorize the integration using your Pipedrive credentials.
7. Accept the requested permissions and click Install to enable Contractbook for Pipedrive.

And for detailed instructions on setting up specific automated workflows, take a look at this walkthrough we’ve created for you. 

Making your tools work harder

Thanks to Contractbook for Pipedrive, there’s no limit to what you can achieve in terms of sales efficiency.  

Automating manual tasks

When you have Contractbook and Pipedrive functioning separately, there’s a lot you need to do to keep things moving. Updating deals, tracking down information, and drafting new contracts are just a few of your many responsibilities. But thanks to Contractbook for Pipedrive, these can all be set up as automated workflows. 

Shortening the sales cycle

Things progress much faster when you’re not required to stay behind the wheel at all times. When deals are automatically updated and contracts automatically drafted, the sales cycle becomes shorter than ever before. As a result, you have your time and resources freed up to do the big-picture stuff. 

Syncing all your data

When they’re not synced, using two tools can create a lot of issues with data accuracy. Not to mention the effort you need to put in for it to be up to date on both sides. Thanks to the Pipedrive Contractbook integration, you can stop stressing about data accuracy and start focusing on improving the sales numbers. 

Getting the most out of both tools

Whatever Contractbook and Pipedrive have to offer, it becomes a lot more useful once they’re integrated. Contract management software integrations for CRM make handling both deals and contracts smoother and more efficient than ever before.

Who will find the Contractbook Pipedrive integration useful?

Salespeople

When you’re in sales, time is priceless. Every minute a salesperson spends doing manual tasks is a minute that could get them closer to closing a deal. But with the Contractbook Pipedrive integration, there’s no longer any need to manually fill out contracts or update deal stages.

Marketers

It’s important for a marketer to be able to track the results of their campaigns. Having all the information on current deals and relationships synced and up to date makes this job that much easier. It doesn’t matter whether they’re looking at the number of contracts signed or deals won. It’s all only a few clicks away.    

Managers 

Making predictions based on current data is a key part of a manager’s job. Thanks to the Contractbook Pipedrive integration, the data is always up to date. It’s also visually represented in a way that makes strategizing easier than ever before. 

Frequently asked questions about Contractbook x Pipedrive integration

Does the integration require the use of additional software?

No, you’ll need no third-party software to enable the Pipedrive Contractbook integration. The two platforms connect and use only their own functionalities to allow you to automate manual tasks.

Will there be any permissions required to enable the integration?

Yes, to make it possible for Contractbook and Pipedrive to sync, you’ll need to give a few permissions. Your Contractbook account will need to have access to certain functions within your Pipedrive account. Most importantly, it will need to be able to access, view, and edit your deals.

Do I need to be on any particular Pipedrive plan?

No, you only need a Pipedrive account and access to their sales software. As for the plan, there are no restrictions whatsoever. You can be on any of the available ones, including Essential, Advanced, Professional, and Enterprise. 

Are there any other requirements I should know of?

Yes, you’ll obviously need a Contractbook account, and one that’s part of a Team. But you’ll also need a Sales Add-On for the integration to work. If you don’t have one, that’s no problem at all. You can request the upgrade by following the instructions from the previous section as well. When you click Connect, you’ll be asked to fill out a questionnaire for our team to contact you.

Can I integrate Contractbook with any other software?

Of course. We aim to provide you with all the integrations that might be useful to your business. That’s why we offer Salesforce, Gmail, Podio, and ChargeBee integrations as well. If you want to learn more about any of them, we’ve prepared a quick intro to help get you started.

Get the most out of your deals with Contractbook for Pipedrive

Close deals faster, boost the efficiency of your entire business, and get a higher ROI out of your tools with Contractbook for Pipedrive. Request a Demo today!