To use the Oneflow application in your organization, a Pipedrive and Oneflow administrator must first set up the application. Once the application is set up by the administrator, all non-admin users in the organization will need to install the application in their Pipedrive account to be able to create contracts from deals, organizations, or people.
Install and set up the Oneflow app in Pipedrive
In this guide, we will help you install and set up the Oneflow app for the Pipedrive application so that you can configure the integration between Pipedrive and Oneflow.
Note:
To install and set up the Oneflow app, please verify the following:
You have an active Oneflow account. If you don't have it yet, please sign up here.
You use the same email for your Pipedrive and Oneflow accounts.
If you set up the Oneflow app for the first time for your organization, you need the admin role in Pipedrive and Oneflow.
We recommend signing in to your Pipedrive and Oneflow accounts before starting the installation and setup process.
Installation for administrators
Note:
To install and set up the Oneflow application for Pipedrive for the first time, you need a Oneflow and Pipedrive account with administrative privileges.
To install the Oneflow for Pipedrive app:
Go to the Pipedrive Marketplace, search for "Contract magic by Oneflow for Pipedrive," and click Install now.
Review the application permission list and click Allow and Install to provide the required permission.
- If your account has administrative privileges: Click on Configure Pipedrive when prompted to 'Connect with Oneflow'. You will then be redirected to the Pipedrive integration page of your Oneflow account. Enable the Pipedrive integration by clicking on Enable, then click on the Authenticate to Pipedrive button to complete the setup.
Note:
If your account does not have administrative privileges, please contact your organization's administrator.
If you do not have a Oneflow account yet, please sign up. - Click on Continue to the App when prompted.
- Upon a successful installation, you will be redirected to the integration’s Settings page. A message stating “Integration setup successful” is displayed with a green check mark.
You are now ready to create contracts from your Pipedrive account!
- If you encountered an error during the setup process, see Troubleshooting to learn how to resolve it.
- Please note that installing and setting up the Oneflow for Pipedrive app is required for all users in your organization who want to use this application. See installation for non-admin users to learn more.
Installation for non-admin users
After completing the initial installation and setup for your organization, all non-admin users who want to use the app will need to install it to start creating contracts from Pipedrive.
Note:
Before proceeding with the instructions below, please ensure that:
The Oneflow application for Pipedrive has already been set up by an administrator for your organization.
You belong to your organization's Oneflow account (if not, please request the Oneflow administrator in your organization to invite you to the organization's Oneflow account).
You have an account in Pipedrive and Oneflow with the same email.
We recommend signing in to your Pipedrive and Oneflow accounts before starting the installation and setup process.
To install the Oneflow for Pipedrive app:
Go to the Pipedrive Marketplace, search for "Contract magic by Oneflow for Pipedrive", and click the Install now button.
Review the application permission list and click Allow and Install to provide the required permissions.
- If your organization's administrator has already installed the application and completed the setup, you will receive the message “Integration setup successful”. You can now create contracts from a deal, organization, or person in Pipedrive.
- If you encountered an error during the setup process, see Troubleshooting to learn how to resolve it.
Create a contract template in Oneflow
After completing the Oneflow application setup in Pipedrive, you need to create a Pipedrive contract template in the Oneflow web application. You will then use this template for creating contracts from your Pipedrive deals, organizations, or people.
Note:
Before creating a contract template, make sure you are logged in to Oneflow using the same email as in your Pipedrive account.
To create a contract template in the Oneflow web application:
Log in to the Oneflow web app, go to the Templates section, select the workspace your account belongs to, and click Create template.
Note:
You can also use an existing template and configure it to use as a Pipedrive template. Make sure the existing template is active in the Oneflow web application.
Specify the Template name, add content to the template to match your requirements.
Click on the Data fields icon in the side panel. From the Template groups dropdown, select Pipedrive Template.
Click on the Publish button to activate the template. You can now create contracts from a deal, organization, or person in Pipedrive.
Note:
You can use all active Oneflow templates with the Pipedrive template as a Template group to create contracts from Pipedrive deals, organizations, or people.
Adding data fields to a contract template
Apart from setting up the template group, you can create data fields for information that should be automatically passed from Pipedrive to your Oneflow contract.
Introducing data fields
- Data fields are smart contract variables that help seamlessly transfer information from Pipedrive to Oneflow. To learn more, see Data fields.
- You can add data fields to a text or form section in a Oneflow template.
To add a data field to your contract template:
In the Oneflow application, open a contract template where you want to add data fields.
Click any text or form field in your template, and then, in the editor, click the data field icon
The data field will appear in your contract template accordingly.
(for text fields) or the pen icon 
(for form fields). A list of the available data fields will be displayed. Select the data field you need and click Confirm.
- Note that when you add data fields to a Form section, the data fields get marked with a link
symbol.
Creating a template with a product table
To create a contract template with a product table in the Oneflow web application:
Log in to the Oneflow web app, go to the Templates section, and click on Create template.
Click on the current template name, then enter a new name for your template.
Click on + Add content and add a Product table section to the template.
From the Settings pane, open the Template group dropdown, then select Pipedrive template.
Click on Save template changes.
Go back to the Templates page, find your template, and click the toggle to activate this template.
You can now use this template to create a contract with products.