Users can now integrate the Responsive app with Pipedrive, which allows the user to create response projects.
Step 1: Configuration of Pipedrive
Go to Organization Settings and click Integration - CRM on the left navigation pane.
Click Configure associated with Pipedrive.
Enable Pipedrive, then click Add to Chrome.
Add the Responsive Chrome extension by clicking ADD TO CHROME.
Once the Chrome extension is added, then click SUBMIT.
Step 2: Fetch API Token
Log into Pipedrive. Click the username and select Settings.
Choose API.
Copy the API token.
Paste the API token in the USER ACCOUNT page in your account and click SAVE.
Step 3: Integrate with Pipedrive deals
Users can now integrate with Pipedrive deals while creating response projects. Enter the project name and then click the Pipedrive 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 Client Details.
You can create response projects through the Responsive extension. It can be enabled only when you go to the deals page in Pipedrive.
If you assign a Project Primary Contact, it will notify users via email that a new RFP has been uploaded in Pipedrive. 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 local computer by choosing the radio button.
You can import multiple files and supported documents while creating a response project: