Important Note: As of October 1st, 2020 Formstack Sync no longer officially supports the PipelineDeals Connector.
PipelineDeals Connector Configuration
PipelineDeals requires an API Key to access data. This key must be tied to an Executive User to ensure that Formstack Sync can read data for all of your available records. To get your Pipeline Deals API Key:
- Login to your PipelineDeals account
- Click the "Settings" gear icon in the upper right-hand corner of the screen and select "Account Settings" from the drop-down menu
- Click on "PipelineDeals API" on the left-hand navigation
- If API access is not enabled, enter a technical contact email address and click "Enable API Access"
- Copy the "API_KEY" for your Executive user
Once you have your Executive User credentials and API Key, simply paste the API Key into the "API Key" Field when installing or updating your Connector and click "Save".
Managing PipelineDeals Time and Date Offsets
The close date Field in PipelineDeals is a date-only Field, which can cause Opportunities to have a close date one day earlier or later than the day it actually closed. Sync provides the ability to automatically adjust for time zones when syncing data to and from PipelineDeals.
In this example, we will integrate PipelineDeals and Hubspot. You will need to provide two pieces of information in the Connector Settings: "Deal Close Time" and "Deal Close Date Offset".
Deal Close Time
The value entered in this Field determines what time will be displayed in the destination system. By default, the deal will always close at midnight.
If you would like to change the close time displayed in Hubspot, enter a close time. All deals closed in PipelineDeals and synced to the other system will be shown with this close time.
Times must be entered in the format 00:00:00 and use a 24-hour clock. For example, 9:00 AM is 09:00:00. 2:00 PM is 14:00:00.
If a Deal Close time of 14:00:00 is used, a deal closed in PipelineDeals on 09/03/2020 will show in Hubspot as having closed on 09/03/2016 2:00 PM.
Deal Close Date Offset
Identify the time zone that is being used by the destination system (Hubspot in this example). Identify the offset time for this time zone. For example, if the Hubspot account is being used in California, the offset would be -08:00. If the Hubspot account is located in Melbourne, Australia, the offset would be +10:00. Enter this value in the Deal Close Date Offset field.