Creating Custom Buyer Qualification Questions

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Key Steps

1. Obtain the API key from your PipeDrive personal seetings.
2. Identify your subdomain in PipeDrive.
3. Match seller and buyer pipelines in DealStudio and PipeDrive.
4. Determine the stages in the pipelines where DealBuilder deals should be added.
5. Sync data fields between DealBuilder and DealStudio.
6. Import all desired deals from PipeDrive into DealBuilder.
7. Connect the two applications and ensure an account manager is associated with the account.

Notes

• Ensure the API key is obtained from the client.
• Double-check the subdomain for accuracy.
• Match pipelines correctly to avoid data misplacement.
• Verify data fields alignment between DealBuilder and DealStudio.

Tips for Efficiency

• Import all deals from PipeDrive for a comprehensive transition.
• Check for any existing deals in DealBuilder before exporting.
• Confirm successful import of all deals before finalizing the connection.

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