Pipedrive

Get better visibility of your project pipeline by connecting Pipedrive and Forecast.

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

Main Takeaways


Integration Setup

To start the process of installing the Pipedrive integration, go to the Pipedrive integration page in Forecast.

    1. On the Pipedrive integration page click on Activate.
    2. Login to Pipedrive to authorize the integration.
    3. Choose an account to connect to Forecast.

You will be redirected back to Forecast and your integration should now be activated!

Forecast project information

Once you activate the integration, we create a group of custom deal properties in Pipedrive. The Forecast project information group contains financial numbers, progress, and scopes.

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

Configuring Deal to Project automation

After activating the integration, the Pipedrive integration page should 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.

Screenshot 2021-10-25 at 11.54.40In this 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 are having a red warning sign, as they differ from the Pipedrive Win Probability.

Synchronize organizations from Pipedrive

If you want to import Pipedrive organizations as Forecast clients, follow the next steps:

  1. As an Admin, go to the Clients page from the admin panel.
  2. Click on the “Import from Pipedrive” button from the top-right corner.
  3. The “Synchronize your customers from Pipedrive” modal should appear, and you can choose one or multiple clients that you want to import.Screenshot 2021-10-25 at 11.59.56

Click on the “Create clients” button, and the newly imported companies should be displayed on the Clients page.

Turn Activities into Tasks

After activating the integration, the Pipedrive integration page should 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.Screenshot 2021-10-25 at 12.09.30
In the example above, 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.

Feature Requests

If there is something that you would really like to see done (or done differently) in the Pipedrive integration, reach out to us!