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To start the process of installing the Pipedrive integration, go to the Integrations page in Operating and click Connect Pipedrive
After activating the integration, the Pipedrive integration page shows all your deal pipelines on your connected Pipedrive accounts.
You can select when you want your deals to appear in Operating. When deals enter the pipeline stages you choose, they flow into Operating when you refresh the CRM status in Operating.
You can refresh the CRM status by clicking the big red refresh button on Horizon & Staff views. Whenever a deal has updated and is in the pipeline stages you have chosen in the settings view, it either appears, or updates in Operating.
Whenever a new client or deal owner comes from Pipedrive, you can map them, so Operating remembers them the next time.