> For the complete documentation index, see [llms.txt](https://help.sharkdom.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sharkdom.com/integrations/pipedrive.md).

# Pipedrive

Connect Pipedrive with Sharkdom to manage your deals and keep your partner pipeline organized.

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You can check our [privacy policy](https://sharkdom.com/privacy-policy) here
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### Guide to Using Pipedrive at Sharkdom

#### Accessing Pipedrive

1. **Log in:** Visit the Pipedrive website and log in using your Sharkdom credentials
2. **Navigation:** Familiarize yourself with the dashboard and navigation menu.

#### Integrating Pipedrive

1. **Integration:** Ensure your Pipedrive account is set up as specified. Refer to your Pipedrive admin access instructions.
2. Connect Pipedrive by going to **Settings** and configuring the integration with Pipedrive.

#### Managing Deals

Creating Deals

* Go to the **"Deals"** tab.
* Click **"Add Deal"** and fill in the details.

#### Customizing Your Pipeline

Personalize deal stages to fit Sharkdom's processes.

Adjust pipeline settings in the **"Settings"** menu under **"Pipeline Management."**

#### Reporting

Access reporting tools via the **"Insights"** tab.

Generate custom reports to analyze sales performance.

#### Support

If you encounter any issues, reach out to [**support@sharkdom.com**](mailto:support@sharkdom.com) for assistance. Remember to ensure that all requested permissions are accepted during the setup process.

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