It’s important to know how to integrate Pipedrive with Magento 2. If you don’t explore this issue for your store, it’s a pity. You won’t know how useful the Pipedrive is for your Magento 2 store.
Pipedrive is a great sales management solution (CRM )that you can’t ignore for your Magento store. Pipedrive provides an intuitive and flexible user interface that keeps track of all sales management activities. Another great feature of Pipedrive, it provides sales reporting tools for monitoring, analyzing sales data and creating visual reports.
Thus, Pipedirve is a user-friendly application. Surely you and other merchants will love it at first sight. With the integrated Pipedrive CRM, it gives you an overview of your sales and helps you track the progress of salespeople.
Moreover, you can save time in managing the store and help promote your brand in the Magento market if you integrate Pipedrive with your store.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
Select Pipedrive Actionfield, you can choose one of the options that you want to create on the Pipedrive and click on
Next, you need to
select Pipedrive account. Please click on
Connect an Account and follow the guide.
Please enter all required information in this page and click on
Save + Continue
Next, you have to
set up Pipedrive Deal. Now, please enter all required fields in this page, then choose
Now, you have tested
Pipedrive sucessfully. Finally, choose
Finish and set the
name your zap to complete.
It comes to the end of tutorial: How to integrate Pipedrive with Magento 2.
Want to apply these above Invoice templates for your store?