Pipedrive
Integrate Pipedrive and Forecast for better visibility of your project pipeline in Forecast.
Integrate Pipedrive and Forecast for better visibility of your project pipeline in Forecast.
Connect Pipedrive with Forecast to align your sales department and project delivery teams. The integration lets you turn Pipedrive deals into projects, so you can get better visibility of your project pipeline and more accurately plan your available resources. With the client import from Pipedrive, too, you can now have one source of truth for your client records without needing to update client information in separate systems.
“Now that we have time tracking in a system that connects with everything we are working on, our billable utilization has gone from an average of 40% to closer to 75%"
When Deals in Pipedrive reach a particular stage, they’ll be created as Projects in Forecast. The Deal stage at which you’d like a Project to be created in Forecast is determined by you, as well as the Project status and win probability. As the Deal moves through each stage in Pipedrive, the win probability and Project status in Forecast will update automatically too.
Once you set up the Pipedrive and Forecast integration, Forecast will create 22 custom project information properties in Pipedrive. As you start to plan out your Forecast Project in more detail, the project information properties (e.g. start and end date) will update automatically in Pipedrive. You can select which properties you want to see on the Deal view in Pipedrive.
Import your Organizations from Pipedrive into Forecast, so there’s no need to manually create them and keep their information up to date in two different systems. Any changes made to client information in Pipedrive will update automatically in Forecast.
If you're on a Plus plan, you can set up the integration from the Forecast integration catalog.
This integration is a great way to reduce manual data entry. It drives more communication between departments and ensures that operations and project management are across the project pipeline.
Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.
Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.
Remove the guesswork with real-time insight and recommendations you can act on instantly
The ultimate upgrade to delivering projects on time and on budget.
Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.
Forecast provides users with the ability to generate invoices for projects and track payments on invoices.
Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.
Stay on top of your resources, future demand and utilization of your workforce to save time and money.
Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.
Story Points provide a relative measure of how much time and effort is required to complete an individual user story.
The ultimate upgrade to delivering projects on time and on budget.
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