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