Pipedrive

Supported workflows

Create an agreement from a deal, mark it won and log activity after signing.

• Förifyllda avtal
• Markera vunnen
• Aktivitet efter signering

Data synced

By default the agreement id, title, status, value, dates and link are written back. Never the full document body.

How to connect

Connect the system under Integrations in Okwerin, choose which fields sync and in which direction, and decide whether status is written back. You can pause or disconnect at any time — audit history is preserved.

Security

The connection uses OAuth where the provider supports it, and access tokens are stored encrypted server-side. Only the fields you configure are synced — the full agreement body is never sent to a CRM. An integration failure never blocks the agreement flow.