Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal of a CRM is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Pipedrive is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices.

Use-Case

You have chosen Document360 as your Knowledge base platform. You have chosen Pipedrive as your sales platform. There is a need that when a new lead or contact is created in the Pipedrive, you want to create a corresponding knowledge base article in Document360 to keep relevant information about that lead/contact.

Currently, there is no direct integration option available between Pipedrive and Document360 from either of the platforms.

How will you integrate Pipedrive and Document360?

As a workaround, you can use Zapier integration to bridge this gap. By connecting Pipedrive and Document360 on Zapier, you can easily facilitate the content flow between these platforms.

Ensure that you have logged into your Zapier account.

  1. Click Create -> Zaps

  2. Zap was created with Trigger and Action flow in it

1_Screenvideo-Creating_a_workspace_in_zapier_dashboard5

Else, click the below link and select Try this templete
Document360 + Zoho CRM template

Connecting Pipedrive and Document360 in Zapier

2_Screenshot-Connnecting_steps_Document360_Pipedrive

Step 1: Connect Pipedrive

In Trigger, fetch the Pipedrive information.

  1. In Trigger, choose Pipedrive

  2. In the App & Event section, select the required Event to trigger in the Pipedrive

Change

If you wish to configure a different app later, you can do that by clicking on Change

  1. Click Continue

  2. The Account section enables. Click Sign in, and key in your credentials in the new access window. Click on the Allow and Install button

3_Screenshot-Pipedrive_Sign_in_credentials

  1. Click Continue

  2. Click Test trigger and Zapier runs a test to make sure the trigger is correctly configured

Step 2: Connect Document360

  1. In Action, choose Document360, Document360 blade appears on the right

  2. Choose the desired Event

  3. In the Account section, you need to sign in with your Document360 credentials

  4. Click Sign in, and a new pop-up window would open with an API token field to connect with the knowledge base project

  5. You can obtain the API token from the Document360 portal

API Token generation
  • Go to Settings → Knowledge base portal → Extensions → Team collaboration
  • In Zapier assistance, click Connect
  • Click Copy

4_Screenvideo-Zapier_API_Generation_in_portal2

  1. Head back to the pop-up window, paste the API token in the field

  2. Click Yes, Continue to Document360

5_Screenshot_Zapier_API_Token_Pasting2

  1. You can find the connected Document360 project on the Connect Document360 account page
Change

If you wish to configure a different account later, you can do that by clicking on Change

  1. Click Continue

Step 3 - Customize Zap

Map the required fields from Pipedrive into Document360

Title: By default, the title in Google Docs is selected here. However, you have a plethora of other options to choose from (depending on your business requirements)

Content: By default, content in Google Docs is selected here. However, you have a plethora of other options to choose from (depending upon your business requirements)

Version: Choose the desired workspace in the knowledge base project; you want the article to be created in

Language: Choose the desired language in the selected workspace; you want the article to be created in

Category: Choose the desired category in the selected language, you want the article to be created in

Publish: Choose True for the article to be published. Choose False for the article to be in draft state

Once done, click Continue

Step 4: Test Zap

  1. Once you have configured the actions in Document360, the Zap needs to be tested to make sure it’s configured correctly
    (Zapier would create an article on Document360 to make sure everything works.)

  2. Click Test step

  3. If successful, you get the message "A Document was sent to Document360"

  4. Visit your Document360 knowledge base portal and you can find the article named “Title of your Pipedrive deal” under the category you have previously selected

  5. Head back to the Zapier setup window and click Continue

Step 5: Turn on Zap

  1. Now that the Zap has been tested and made sure it works fine, review/edit the settings before turning on the Zap.

  2. You can edit the settings configured on the trigger Zoho CRM and the corresponding action of the new article in Document360

  3. Finally, click on the Turn on Zap toggle.

  4. You would get a success message window stating Your Zap is on. You can click on the Manage your Zap button to go to your ZohoCRM+Document360 Zap overview page.

Created Zap overview

Create articles in Document360 from the new deal in Pipedrive

You can view and edit the information about your created Zap on the Zap overview page

6_Screenshot-Created_Zap_Overview_Pipedrive_Document360