Users can integrate Responsive with Pipedrive, which makes user-created response projects.
Step 1: Configuring PipelineDeals
Go to Organization Settings and choose INTEGRATIONS from the left navigation pane.
Click Configure associated with Pipelinedeals.
Turn on the toggle switch associated with Pipelinedeals, and then click Add to Chrome.
Add the RFPIO Chrome extension:
Once the Chrome extension has been added, click SUBMIT.
Step 2: Fetch API Token
Log in into PipelineDeals. Click the username and select Account settings.
Click PipelineDeals API.
Copy the Email ID, paste in the provided field, and then click Enable API Access.
Copy the API key.
Paste the API token into the USER ACCOUNT page in your account and click SAVE.
Step 3: Integrate with PipelineDeals
Users can now integrate with PipelineDeals while creating response projects. First, click the PipelineDeals icon:
Type and search for deals in the field provided. Select the radio button and click ADD.
Now the deal is integrated with your project.
You can create response projects through the extension. They can be enabled on the deals page in PipelineDeals:
You can assign a Project Primary Contact. This will send a notification to users via email, letting them know that a new RFP has been uploaded in PipelineDeals. The user will receive the notification once you have created the response project with an imported file.
You can either import the attached files in the CRM or you can upload them from your computer by choosing the radio button.
Import multiple files and supported documents while creating response project.