The Conga integration with Pipedrive gives salespeople the power to create, send, track and sign sales documents online and on any device, anywhere.

You can easily create accurate and professionally branded presentations, quotes, proposals and contracts. Work with our templates or automate the creation of your frequently used documents. Finished documents can be shared and tracked with the possibility to be collaborative documents for eSignatures.

The integration allows data to be referenced from a Pipedrive deal, and from there on, it can be automatically generated and populated to a pricing table. Additionally, the data reference helps to quote and price deals accurately and consistently.

Note that Pipedrive and Conga platform administrator must configure this integration.

1. Log in to your Pipedrive account
2. Go to “Settings” in your Pipedrive account
3. Locate the API tab
4. Copy “Your Personal API token”
5. Next, log in to your Conga account
6. Click on your avatar and select “Account Settings”
7. Click on “Integrations”
8. Select the Pipedrive integration
9. Paste your Pipedrive’s “Personal API token” into the text box
10. The setup is complete