Integrating your Pipedrive account enables you to add your deals to your Octiv documents.

To connect a deal, follow these steps:

  1. In the document you want to add a Deal to, click the Properties tab.
  2. Scroll down to Pipedrive Deal and search for the name of your Deal.
  3. Select the Deal you want.
  4. Click Assign. Your document refreshes, and your Deal is connected.

If you update a Pipedrive Deal and want your Octiv document to reflect those changes, click the Variables tab and choose Refresh Variables.


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