When setting up the Pipedrive integration there are a few ways to do so.
You can either set it up fully through both Pipedrive marketplace and the chrome extension. This will activate the two-way integration, meaning that all signed documents will populate in Pipedrive after sign.
Please note! This step requires someone who has admin rights in both Pipedrive and GetAccept.
Full setup:
Marketplace
In the upper-right corner, click Install
Go through the installation, click Allow, and Install
Go back to Pipedrive and open a deal, company, or contact
Use your GetAccept credentials and login on to the right side
Click here and install the Chrome Extension
Log into Pipedrive and open a deal, company, or contact
Use your GetAccept credentials and login on to the right side
Chrome extension setup
Or you can just install the Chrome extension but this will not activate two way integration. This step can also be done by someone who does not have admin rights.
Install only through Chrome
Click here and install the Chrome Extension
Log into Pipedrive and open a deal, company, or contact
Use your GetAccept credentials and login on to the right side