By connecting iClosed with your Pipedrive CRM, all updates made in iClosed will seamlessly transfer to your CRM, without putting in any extra effort.
Pipedrive integration is available with Business/Enterprise subscription plans.
Here's how to connect it and map necessary fields.
Connecting Pipedrive account with iClosed
Navigate to
Settings → IntegrationsLocate the Pipedrive integration card and click on "Connect" button
Enter login details for your Pipedrive account
Click on "Allow and Install" to allow all permissions to iClosed
Head back to Settings → Integrations and click on "View Configuration" button
A popup will appear, displaying the company name of your Pipedrive and the connectivity status as "connected."
Sending data to Pipedrive
Test integration
Test out integration and see how iClosed is going to send data to your Pipedrive CRM.
Navigate to
AI Scheduler → Events Click to open any scheduler from the Event page
and book a call
Open your Pipedrive account
Navigate to "Contacts" on the left sidebar.
You'll find the contact generated from the recently booked call from iClosed, with all details about the call
To access the call details of recently booked call via iClosed:
Go to the "Activities" tab on the left-hand side.
And find the information related to the call that was just booked
How does a deal from iClosed gets created in Pipedrive?
The following steps serve as a demonstration of how you can verify that deals are successfully created in Pipedrive.
Pro tip
If you're using Stripe as your payment processor and you've integrated it already with iClosed, your iClosed account will automatically detect payments from Stripe, convert them into deals, and send them to Pipedrive without manual entry and administration.
Learn how to integrate Stripe here.
Follow this step-by-step guide to test it out:
Navigate to
Global Data → ContactsLocate contact to whom you would like to assign a Deal
Click on contact email or phone number to open "Contact Card"
Navigate to "$ Deal" button on the left to add a Deal
New window will pop up to enter Deal details as shown on the video bellow
Now, log into your Pipedrive account and click on the "$" deal tab from left bar and click the list icon and you'll be able to see that the deal, with its value and other details, has been successfully created in your Pipedrive account.