Connecting Pipedrive to Dryrun
Connecting Pipedrive & Importing Your Data Watch the video or follow the instructions below: Connecting Pipedrive to Dryrun is...
Refreshing Your Pipedrive Data
In order to ensure your data is up-to-date in Dryrun, you will need to refresh your data when you open...
Changing Import Settings in Pipedrive
To simply refresh the Pipedrive data from your Scenario, Select the Pipedrive logo to the right of the Scenario you...
Disconnecting and Removing Pipedrive Data
To disconnect Pipedrive from a Scenario and remove all the data it contains, select the Pipedrive icon to the right...
Refreshing Integrated Data in Forecasts vs. Scenarios
Refresh Forecast Data If you update your data in QuickBooks Online, Pipedrive or Xero often, refreshing your Dryrun Forecasts immediately...
Connect Multiple Integrations
For Advanced Collaborators, connecting multiple client integrations is fast and easy from the main screen. Connecting multiple Xero, Quick Books...
Pipedrive Error in Dryrun
From time to time, Dryrun issues an error that requires users to change a setting in Pipedrive prior to being...
Pipedrive to Dryrun Import – Data Mapping
When importing client data from Pipedrive to Dryrun, two common questions are: Where does Pipedrive data come from exactly? Where...
Item Names in Dryrun when Pipedrive Data is Imported
The item name in Dryrun is based on the deal name in Pipedrive. Related Articles: Category Names in Dryrun when...
Category Names in Dryrun when Pipedrive Data is Imported
Dryrun uses the pipeline name in Pipedrive for the category title that contains the deal. Related Articles: Item Names in...
Item Values in Dryrun when Pipedrive Data is Imported
Dryrun displays the deal value as the item value. Related Articles: Item Names in Dryrun when Pipedrive Data is Imported...
Item Date in Dryrun when Pipedrive Data is Imported
Dryrun uses the closing date in a Pipedrive deal as the item date in Dryrun. Related Articles: Item Names in...
Displaying Deal Probability in Dryrun when Pipedrive Data is Imported
Dryrun displays the probability that a deal will close, in the right hand column next to the imported items. When...
Viewing ‘Won Deals’ in Dryrun
Deals: Won (Show ‘won deals only’ or ‘hide won deals’ filters are available) Settings: Toggling view options on and off...
Pipedrive View Settings in a Dryrun Scenario: Show/Hide Probability & Won Deals
Settings: Toggling view options on and off (Click on the Pipedrive logo for the scenario to access settings) • Show/hide...
Pipedrive Stage Probability vs Deal Probability
Within Pipedrive, there are two forms of probability — stage probability and deal probability. Dryrun imports and displays stage probability....
Visualizing Sales Deals and Cash Due Dates in Dryrun
Bringing in sales pipeline data from Pipedrive is a great way to visualize highs and lows in your sales and...
Re-Importing Scenario Data
Using a Scenario Integration’s re-import feature needs to be carefully considered. Re-importing data wipes categories and items that have been...
Scenario Settings: Refresh, Re-Import, Re-Connect, Disconnect
Knowing when to refresh or re-import integration data is key in managing scenarios within your Forecast. Use the Refresh function...