Conga Collaborate

Pipedrive integration

The Collaborate integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online – on any device, anywhere. Create accurate and professionally branded presentations, quotes, proposals and contracts. Quote and price deals accurately and consistently. Share trackable, collaborative documents for eSignature.

  • Associate a Pipedrive deal with your Collaborate document to auto-populate deal data into your documents.

  • Create and deliver documents and presentations as an Collaborate Document or PDF.

  • Fetch contacts from Pipedrive and automatically add them as recipients to your document.

  • Update Pipedrive deal stages and push information back to fields automatically.

  • Support for multiple pipelines with different stages.

Technical Requirements:

  • Support for Silver, Gold and Platinum plans

Founded in 2010 by seasoned sales pros, Pipedrive is a sales CRM solution designed to help salespeople rather than control them. It's built on a proven selling framework that gives visibility into the pipeline and drives actions that push deals to close consistently. Pipedrive is serving more than 30,000 paying small business customers worldwide and employs more than 200 people across its offices in New York and Estonia. Pipedrive has raised $30.4 million in funding backed by Atomico, Bessemer Venture Partners, Rembrandt Venture Partners, AngelPad and others. Pipedrive ranks no. 14 on the Inc. 5000 list as one of America's fastest growing private software companies. For more information about Pipedrive, please click here.

See for yourself.

Websites are full of words that tell you things. And that's great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We'd love to show it to you.