Forecast is a project management platform for effective project and resource management, connecting all project operations from quote to invoice.

Connect Pipedrive and Forecast to bring your sales and project delivery teams closer together. Pipedrive deals may now be converted into Forecast Projects, giving you a better view of your project pipeline and allowing you to better organize your available resources. You may now have a single source of truth for your client records thanks to the Pipedrive client import, without any need to update client information in separate systems.

Once you set up the integration, Forecast will create project custom fields in Pipedrive. As you plan out your Forecast Project in more detail, the custom fields (e.g., cost and revenue) will be updated in Pipedrive.

The integration also gives you the option to automatically create Forecast tasks from your Pipedrive activities. Every time an activity is created in Pipedrive and associated with a deal, a Forecast task will be created on the respective Forecast project. Users can choose which types of activities should be created as tasks in Forecast.

If you already have an account on the Forecast platform, click on the "Proceed to install" button which will directly take you to the installation page of Pipedrive into Forecast.

If you do not have an account on the Forecast platform, after clicking on the "Proceed to install" button, you will firstly need to sign up. After signing up, you will be taken to the installation page of Pipedrive into Forecast.