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Connecting Qwoty and Pipedrive

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

   

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

   

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

   

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

Sending a quote from Pipedrive

Creating a quote

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

you can then create your quote:

Create a new quote

Editing a quote

Once created, edit a quote by clicking on Action then Edit

Viewing a quote

Once created, edit a quote by clicking on Action then View