The page contains the following content
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 green 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.
Please note that if you haven’t made any changes to any deals in Pipedrive before you hit refresh in Operating, nothing new will show up. This is to prevent bringing lots of irrelevant, old deals to Operating from your pipeline.