Demo

Integrating EqualTo with Pipedrive

In this mini demo, Eloise showcases how EqualTo can easily integrate with Pipedrive. Say goodbye to manual exports, and automate your commission tracking with EqualTo.

2m35s

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Integrating EqualTo with Pipedrive
Eloise Osborne

Video transcript

0:05

Hi there, I’m Eloise,

0:07

and in this mini demo I will show you how to pull data

0:09

from Pipedrive into EqualTo and filter it so it is ready to use.

0:15

Before you can build an incentive plan,

0:16

EqualTo needs to get the data

0:18

used to compute the commission.

0:20

So, if your data is in Pipedrive this mini demo is for you.

0:23

Now, let’s take a look at how it works.

0:25

To pull data from Pipedrive,

0:27

you first need to connect to your Pipedrive deployment.

0:35

Next you need to authorize

0:36

EqualTo to access your Pipedrive account.

0:39

You can see how I do this here.

0:54

Now, EqualTo will pull data when you click

0:56

the "Sync now" button.

0:58

But, if you want EqualTo to automatically

1:00

pull data from Pipedrive, you can configure a Sync Policy.

1:08

EqualTo will now automatically pull data from

1:10

Pipedrive at 2 am, Monday to Friday.

1:14

Now, let's pull the "Deals" data from Pipedrive.

1:16

To do this, we need to create a data table on EqualTo that

1:20

will be automatically synced with the Pipedrive deals table.

1:23

You have now pulled all deals from Pipedrive and

1:26

stored them in the “Deal” data table on EqualTo.

1:28

But your work isn't quite done.

1:30

You should also specify what fields you need

1:32

for your commission calculation,

1:34

and apply whatever other filters you require for the data.

1:38

You can do this in the “Data Table” editor.

1:40

On the top-left, you can specify what

1:42

“Deal” fields you want to pull.

1:44

You probably want to include the close date,

1:48

include the value of the deal,

1:51

And so that we know which user to pay commission on a

1:53

deal, you probably want to include the deal owner

1:56

Finally, you probably only want to pay commission on

1:58

closed won deals, so let's include the deal status.

2:02

If you only want to import the closed won deals,

2:05

you can filter this.

2:08

You can build an incentive plan directly

2:10

on top of this data table.

2:12

If you need to further transform or combine this data with

2:14

other sources, EqualTo supports multiple data connections

2:17

and SQL for more sophisticated data pipelines.

2:20

As you can see, EqualTo easily allows you to pull data from

2:23

Pipedrive to make your commission process more

2:26

sophisticated and user-friendly for your team.

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