Sales-Focused CRM Integration Pipedrive
Connect Pipedrive with accounting and business systems. Automate your sales pipeline from lead to invoice with seamless data flow.
Why Integrate Pipedrive with Your Business Systems?
Pipeline Automation
Automate deal progression and sales activities based on triggers and rules.
Quote to Invoice
Won deals automatically create invoices in your accounting system.
Activity Tracking
Sync emails, calls, and meetings automatically.
Popular Pipedrive Integration Solutions
Connect Pipedrive with your entire business ecosystem
Pipedrive + Xero
Deal to invoice automation
- Auto invoicing
- Customer sync
- Revenue tracking
Pipedrive + Email
Sync all email communication
- Email tracking
- Template automation
- Follow-up reminders
Pipedrive + Proposals
Connect proposal tools with deals
- Proposal generation
- E-signatures
- Deal updates
Systems We Connect with Pipedrive
Plus 100+ more systems - if you use it, we can integrate it with Pipedrive
How Pipedrive Integration Works
Connect Your Systems
We securely connect Pipedrive with your other business applications using official APIs and best practices.
Map Your Data
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Automate Forever
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Data Flow Architecture
Here's how data flows between Pipedrive and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ Pipedrive │ │ Integration │ │ Accounting │
│ CRM │────▶│ Engine │────▶│ (Xero/QBO) │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Deal Process │ │
│ │ • Stage map │ │
│ │ • Products │ │
│ │ • Contact sync │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│ Webhook │ │ Invoice │ │ Payment │
│ Deal │ │ Creation │ │ Status │
└─────────┘ └─────────────┘ └──────────┘
Example: Pipedrive Deal Won → Xero Invoice
══════════════════════════════════════════════════════
1. Sales rep marks deal as Won in Pipedrive
2. Webhook fires: deal.status = "won"
3. Integration fetches deal + organization + products
4. Looks up or creates Xero Contact from organization
5. Maps deal products → Xero invoice line items
6. Creates invoice in Xero with terms from deal
7. Updates Pipedrive deal with invoice reference
8. Payment in Xero triggers webhook back to update dealCommon Field Mappings
| Source Field | Target Field | Notes |
|---|---|---|
| organization.name | Contact.Name | Business customer name |
| person.email | Contact.EmailAddress | Primary contact email |
| deal.title | Invoice.Reference | Deal name for reference |
| deal.value | Invoice.Total | Deal value (validate vs products) |
| deal.products[].name | LineItem.Description | Product/service name |
| deal.products[].quantity | LineItem.Quantity | Quantity |
| deal.products[].price | LineItem.UnitAmount | Unit price |
| deal.won_time | Invoice.Date | Invoice date from close date |
Example API Response
Sample data structure when syncing from Pipedrive:
// Pipedrive Deal (GET /v1/deals/{id})
{
"id": 12345,
"title": "Acme Corp - Website Redesign",
"value": 15000,
"currency": "AUD",
"status": "won",
"won_time": "2024-11-15T10:30:00Z",
"org_id": {
"value": 67890,
"name": "Acme Corporation Pty Ltd"
},
"person_id": {
"value": 54321,
"name": "John Smith",
"email": "john@acmecorp.com.au"
},
"pipeline_id": 1,
"stage_id": 5,
"products": [
{
"product_id": 111,
"name": "Website Design Package",
"quantity": 1,
"item_price": 12000
},
{
"product_id": 112,
"name": "SEO Setup",
"quantity": 1,
"item_price": 3000
}
]
}
// Webhook payload (deal won)
{
"event": "updated.deal",
"data": {
"id": 12345,
"status": "won",
"previous_status": "open"
}
}AI & Custom Integration Examples
Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Pipedrive data.
AI Sales Assistant
Sales reps query Pipedrive via natural language. "What deals are closing this week?" "Show me stalled opportunities over $10K." "When did I last contact Acme Corp?" Instant answers without navigating the CRM. Frees up selling time.
Smart Lead Scoring
AI analyzes deal attributes, engagement patterns, and historical win/loss data to score opportunities. Surfaces deals most likely to close and flags at-risk opportunities. Helps reps prioritize their pipeline effectively.
Automated Deal Follow-up
AI monitors deal activity and sends personalized follow-up reminders. "No activity on Acme deal for 7 days - suggest sending a check-in email." Can draft context-aware follow-up messages for rep approval.
Revenue Forecasting
AI combines Pipedrive pipeline data with historical conversion rates and seasonal patterns to predict revenue. More accurate than simple weighted pipeline calculations. Provides range forecasts with confidence levels.
Sales Coaching Bot
AI analyzes winning vs losing deals to identify success patterns. Suggests next best actions: "Similar deals at this stage had 3x higher close rate when technical demo was scheduled." Personalized coaching at scale.
Custom Dashboard Builder
Build real-time dashboards combining Pipedrive data with financial metrics from Xero. See pipeline by rep alongside actual invoiced revenue. Track quote-to-cash cycle time. Visual insights for sales leadership.
Integration Prerequisites
Before starting your Pipedrive integration, ensure you have:
- Pipedrive account (Essential plan or higher for full API access)
- Pipedrive API token from Settings > Personal Preferences > API
- Company domain (yourcompany.pipedrive.com) for API calls
- Webhooks enabled and endpoint URL configured
- Accounting system (Xero, QuickBooks) API access
- Products/services set up in Pipedrive if using product-level invoicing
- Pipeline and stages configured matching your sales process
- Custom fields defined for any extended data requirements
Common Issues & Solutions
Webhook not triggering on deal won
Organization not matching in accounting
Deal products not syncing
API returning 401 or 403
Custom fields not appearing in API response
Duplicate invoices being created
Frequently Asked Questions
How is Pipedrive different from HubSpot?
Can Pipedrive handle custom fields?
How does Pipedrive web forms integration work?
Can Pipedrive track email and calls?
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