Gold Rush Technology has created TanamiGold, which enables a fully functional integration between QuoteWerks and Pipedrive or ActiveCampaign.
Each integration has slightly different functionality, which is determined by the application and, the API features. While they are similar, they also have differences.
- Add contact and address details to your quote
- Link to a deal or create a new one (when saving the quote)
- Map field values both ways between QuoteWerks and your CRM
- Update a deal
- Update or create a deal
- Change pipeline and stage
- Update the deal value
- Create, Edit and Delete activities/tasks linked to the deal
- Add notes to the deal
- Create Address Groups, as a group of related custom fields and define them as an address.
- Control when the update to Pipedrive window appears by document status
To request a 15 day trial of the software, please fill in the form here