For businesses seeking to streamline both their sales and project management processes, PSOhub offers a seamless integration with Pipedrive. This allows project managers to gain real-time insights into the status of sales opportunities, allowing for more accurate resource allocation and project planning. Similarly, sales teams can access activity-related information from projects in PSOhub, fostering collaboration and alignment between departments.
Please click on the interactive demo below on how to connect PSOhub and Pipedrive and review the article below for more information.
In this article, we'll explore how you can integrate Pipedrive with your existing PSOhub account. It's also possible for new customers to integrate with Pipedrive as they create their PSOhub account. Both scenarios will be covered in this article.
Connect your existing PSOhub account to Pipedrive
If you have an existing PSOhub account and would like to connect this to your Pipedrive account, you can do this by navigating to Settings (the gear icon in the top-right corner) and click on Marketplace & Integrations. Here, under Customer Relationship Management (CRM) and in the Pipedrive tile, click on Connect.
In the following message that appears click on Proceed.
You'll then be prompted to log in with your Pipedrive login credentials. If you're already logged into Pipedrive in your current browser session, you will automatically skip this step.
On the next page, approve the connection between PSOhub and Pipedrive.
You will then receive a confirmation message that the connection between PSOhub and Pipedrive is now active.
The Pipedrive tile on the Marketplace & Integrations page will also show with a Disconnect button now, instead of Connect.
Note: PSOhub comes with example data of contact, company, projects and invoices to get you familiar with them prior to creating your own. If you wish to get started right away, you can already create a project from a deal on Pipedrive.
Integrate with Pipedrive while you create your new PSOhub account
To create your new PSOhub account, navigate to https://psohubapp.com/
Once there, click on Click here beside "Start a free trial?".
On the next screen, click on Pipedrive under the "Or signup with..." section.
You'll then be prompted to log in with your Pipedrive login credentials.
Once your login credentials have been accepted, you'll be prompted to authorize the connection to Pipedrive.
Once the connection has been authorized, you'll be redirected to set up your new PSOhub account. Go ahead and complete the sign up form to finalize the creation of your PSOhub account.
Note: PSOhub comes with example data of contact, company, projects and invoices to get you familiar with them prior to creating your own. If you wish to get started right away, you can already create a project from a Pipedrive deal.