Pipedrive Integration - TanamiGold Gold Rush Technology has created TanamiGold, an integration between QuoteWerks and Pipedrive CRM. Search both Organisations and Persons in Pipedrive Link to a deal or create a new one (when saving the quote) Map field values both ways between Pipedrive and QuoteWerks Update Pipedrive deal Update or create a deal Change pipeline and stage Update deal close date Update probability (if Deal Probability is set for the pipeline) Update the deal value Create, Edit and Delete Pipedrive activities linked to the deal Add notes to the deal and pin them if required Create a link in Pipedrive that will open the quote in QuoteWerks Upload the PDF of the quote to the deal Email the deal a blind copy (BCC) of the email sent to the customer To request a 15 day trial of the software, please fill in the form below:
QuoteWerks Want more information on QuoteWerks? Please note, TanamiGold requires QuoteWerks 5.2 or above. If you are on an older version of QuoteWerks and need information about the Update Maintenance Program, please let us know.
TanamiGold Trial Request Form Full Name: Company Address Line 1: Address LIne 2: Suburb/Town State: Post Code: Country: Email: Phone: QuoteWerksCurrent QuoteWerks UserTrialling QuoteWerksWould Like to trial QuoteWerks QuoteWerks Licenses: QuoteWerks Serial No: PipedriveCurrent Pipedrive UserTrialling PipedriveWould like to trial Pipedrive Pipedrive Users: