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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Collaborate

Pipedrive

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Pipedrive: Adding a deal to a document

Integrating your Pipedrive account enables you to add your deals to your Conga Collaborate documents.

To connect a deal

  1. In the document, you want to add a Deal to, click the Properties tab.
  2. Scroll down to Pipedrive Deal and search for the name of your Deal.
  3. Select the Deal you want.
  4. Click Assign. Your document refreshes and your Deal is connected.
    • If you update a Pipedrive Deal and want your Conga Collaborate document to reflect those changes, click the Variables tab and choose Refresh Variables.
User Guide
Collaborate

January 7, 2025