What do I need to set up Pipedrive CRM integration?
You need to have a Pipedrive CRM account and an AXDRAFT account. When inside AXDRAFT, just go to the Integrations section, and link these accounts. After linking accounts, you will be able to access AXDRAFT directly from your Pipedrive.
Will I be able to add client data from Pipedrive CRM to AXDRAFT documents?
To do that, you’ll need to map the fields and choose which data from Pipedrive you want to add to your AXDRAFT contracts. Your choice will be remembered as a default choice, but you can change it anytime you want.
Is this feature available for all AXDRAFT users?
This is an add-on feature that we can enable for any AXDRAFT user on demand. Just let any of the AXDRAFT team members know, and we will set it up for you.
Can I track my AXDRAFT contracts in Pipedrive CRM?
You can get full visibility of your AXDRAFT contracts by clicking on 'AXDRAFT' option at the top right menu. There you are able to keep track of all your contracts, their stages, and actions that need to be taken.
How do I link several documents to Pipedrive deals/contacts/companies?
Every document you create is linked to the corresponding deal, contact, or a company of your choosing. You can also easily filter all your contracts in AXDRAFT by any of the values taken from your CRM software.