Refreshing Your Pipedrive Data

How do I sync my Pipedrive data?

Written by Katherine Schraeder

Updated 2 months ago

To ensure your data is up-to-date in Dryrun, you will need to refresh your QBO data when you open a Forecast.

Single Scenario Sync

Click on the Pipedrive icon, which is located beside your scenario name.

Click on the "Refresh" button at the bottom of the modal.

You also have the option to sync multiple scenarios that have Pipedrive data at the same time.

Simply click the "Refresh" button located at the top right corner of your Forecast.

Need more help?

Book some one-on-one time with a member of our team here: https://calendly.com/katherineschraeder/dryrun-demo

Otherwise, feel free to message us via chat or at hello@dryrun.com!

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