CRM Connector Platform
Sell in Pipedrive and let the sale start everything else. When a deal is won, the work appears in Jobber or ServiceM8 and a draft invoice waits in QuickBooks Online or Xero, while the people behind your deals stay in step with every connected system, so nobody retypes a customer after the handshake.
Pairs with 13 systems
What syncs
Pipedrive persons, both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, ServiceM8 and more, and one way into Jobber as clients. First name, last name, primary email and primary phone travel on every change. A person on a won deal counts as a customer for the filters, and person labels power a label filter.
A won deal becomes a scheduled Jobber job, a ServiceM8 work order, or a draft invoice in QuickBooks Online, Xero or FreshBooks, and an open deal can become a Jobber request, in the pipeline stages you tick. With HubSpot, deals travel one way in the direction you pick, won and lost included, and HighLevel opportunities arrive in Pipedrive as deals. A quote sent from Zoho Books arrives as a deal that follows it: accepted is won, declined or expired is lost.
Works with
Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.
JobberContacts, Won deals as jobs, Open deals as requestsOne way into JobberInto Jobber: people become clients, an open deal a request, and a won deal a Jobber job ready to schedule.About JobberHow it syncs
QuickBooks OnlineContacts, Won deals as draft invoicesContacts both ways, and a won deal becomes a draft invoice in QuickBooks, never sent by the sync.About QuickBooks OnlineHow it syncs
XeroContacts, Won deals as draft invoicesContacts both ways, and a won deal becomes a draft invoice in Xero, never approved by the sync.About XeroHow it syncs
HubSpotContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About HubSpotHow it syncs
HighLevelContacts, Opportunities as dealsContacts both ways, and HighLevel opportunities arrive in Pipedrive as deals.About HighLevelHow it syncs
SquareContactsCustomers both ways; Square checks phone numbers against the country's numbering plan.About SquareHow it syncs
StripeContactsStripe customers into Pipedrive and back; the Stripe name is set once, at creation.About StripeHow it syncs
Housecall ProContactsCustomers both ways; an address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8Contacts, Won deals as jobsClients both ways, and a won deal becomes a ServiceM8 work order.About ServiceM8How it syncs
FreshBooksContacts, Won deals as draft invoicesContacts both ways, and a won deal becomes a draft FreshBooks invoice, never sent by the sync.About FreshBooksHow it syncs
SalesforceContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About SalesforceHow it syncs
Zoho CRMContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About Zoho CRMHow it syncs
Zoho BooksContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Zoho Books invoice, and a sent Zoho Books quote a Pipedrive deal that follows it.About Zoho BooksHow it syncsStage rules
A deal is a sale, not work. Winning it is the moment the work starts, so a won deal becomes new work or a draft invoice. Each rule needs a start date (60 days back by default), so deals won long ago never become new work on the first run.
A new Jobber job for the same client, named after the deal, with its value as the amount and the won day as the start day. Open and lost deals stay in Pipedrive.
A new work order for the same client, with the deal value as one material line.
A draft invoice in QuickBooks Online, Xero or FreshBooks for the same customer, dated the won day, with one line for the deal value. The sync never sends or pays it, and it is made once per deal. Invoice these deals in one place only: the setup warns not to also invoice them with Pipedrive's own QuickBooks app.
A quote sent from Zoho Books becomes a Pipedrive deal for the same person, in the first stage of your first pipeline, named Quote and its number. Accepting it moves the deal to won. Declining it or letting it expire moves it to lost. Draft quotes do not travel, and nothing comes back into Zoho Books. This is one way, from Zoho Books into Pipedrive only.
Connecting
Pipedrive connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to Pipedrive and approve the app for the company, done. One sign in connects one Pipedrive company; add another company with another sign in. Started from an app store install, Pipedrive is the system that receives; an integration that sends from Pipedrive is set up in the app afterwards. Removing the connection also uninstalls the app at Pipedrive's side, and uninstalling it from Pipedrive itself turns the connection off here too: its integrations pause right away, with no need to wait for a failed sync.
You approve access on Pipedrive's own sign in page. Your Pipedrive password never reaches CRM Connector.
Good to know
What is true for Pipedrive whichever system you pair it with. What is particular to one pairing is on its tile above.
A person's organization is their company name. It is set when the person is created, and a sync never renames or switches an organization, because every person in it shares it.
Only a person's primary email and primary phone travel. Their other emails and phones stay in Pipedrive as they are.
The person's postal address, or the organization's when the person has none, travels out of Pipedrive. No address is written into Pipedrive.
A deal with only an organization and no person waits until it has a person, then travels on the next sync.
Deal products do not travel as lines: the value becomes the job amount, one material line or one invoice line.
Pipedrive has no invoices or quotes, so nothing from your books is written into Pipedrive except contacts and a quote sent from Zoho Books, which arrives as a deal.
Pipedrive meters api use per company per day. Only records changed since the last run are read, and a very large first sync is spread over rounds.
FAQ
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Sign in to Pipedrive and the system you want to pair it with, confirm what syncs, and watch the first sync run.
