Integrating your Pipedrive account enables you to add your deals to your Octiv documents.
To connect a deal, follow these steps:
- In the document you want to add a Deal to, click the Properties tab.
- Scroll down to Pipedrive Deal and search for the name of your Deal.
- Select the Deal you want.
- 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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