Enabling the stage mapping feature automatically changes a deal’s stage in Pipedrive based on the state of Oneflow contracts created from them.
You can customize the stage a deal should be moved to for each Oneflow contract state. For instance, "When a contract is sent/pending, set the Pipedrive deal’s stage to Proposal made".
- Log in to Pipedrive as an administrator.
- Navigate to the Oneflow settings page in Pipedrive.
- Click on the Stage mapping tab.
- Enable stage mapping by clicking on the toggle.
To activate and configure stage mapping:
- You can now configure the deal stages for each contract status change event.
- The deal stages displayed are dependent on the sales pipeline selected in Pipedrive. You can change the applicable pipeline from the Select pipeline dropdown.
Note:
- Automatic stage mapping will not work for Pipedrive deals with multiple Oneflow contracts. Ensure the Pipedrive deal has only one contract created from it to use stage mapping.