Pipedrive — admin guide

Audience: operators & admins · Scope: the quotes ↔ Pipedrive connection, day to day · Last reviewed: 2026-07-12

TL;DR — Every website quote is mirrored as a deal in Pipedrive (the CRM), and edits flow both ways automatically. There's usually nothing to do — it runs by itself. What you do touch: reading the cold-quote prompts, and (rarely) the connection settings. The most important thing is knowing what not to change.

Tasks

• Understand how quotes and Pipedrive stay in step — read this first.
• Read and act on cold-quote prompts
• Check what synced to and from Pipedrive — the change log + health summary; start here when something looks wrong.
• The Pipedrive connection settings

Related

• The follow-up pipeline stages that quotes move through are imported from Pipedrive and managed with the Quote Follow-Up system — see Import the follow-up stages from Pipedrive.
• The Quote Follow-Up reminders build on this connection.

Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.

For developers → docs/pipedrive/README.md.