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Connecting Qwoty and Pipedrive

  1. Go to the CRM tab in the Qwoty back office

    Capture d’écran 2024-04-29 à 18.54.45.png

  2. In the integration part, click on the connect to Pipedrive button

  3. Select the connection account to link to Qwoty & accept the exchange of information between Qwoty and Hubspot

    Capture d’écran 2024-04-19 à 17.47.50.png

  4. Once connected, return to the Admin tab in the Qwoty back office

    Capture d’écran 2024-04-19 à 17.48.25.png

For each of your pipelines, you can define in which step the transaction will be moved depending on the status of a quote

Add users

  1. Clic on the puzzle

    Capture d’écran 2024-07-12 à 11.32.19.png

  2. Selec Qwoty

    Capture d’écran 2024-07-12 à 11.35.36.png

  3. Select manage users

    Capture d’écran 2024-07-12 à 11.32.38.png

    1. Select users

      Capture d’écran 2024-07-12 à 11.32.46.png

Sending a quote from Pipedrive

Creating a quote

In your transaction on the right on the Qwoty card, click on New quote

Capture d’écran 2024-04-25 à 17.19.16.png

you can then create your quote:

Create a new quote

Editing a quote