Pipedrive integrations

Win the deal in Pipedrive. The work and the invoice are already waiting.

CRM Connector turns a won Pipedrive deal into work in Jobber or ServiceM8 and a draft invoice in your books, and keeps your Pipedrive persons in step with every connected system.

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  • Connects with its official sign in (OAuth)
  • Set up in five guided steps
  • 7 day free trial
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Pairs with 20 systems

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Pipedrive in two minutes

See what syncs between Pipedrive and your other business systems, and how to set it up.

What syncs

What Pipedrive keeps in step

Contacts

Both ways
  • Both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, ServiceM8 and more.
  • One way into Jobber as clients.
  • First and last name, primary email and primary phone travel on every change.
  • A person on a won deal counts as a customer, and person labels power a label filter.

Deals

One way
  • A won deal becomes a Jobber job, a ServiceM8 work order, a Housecall Pro job, a CompanyCam project or a draft invoice.
  • An open deal can become a Jobber request, in the pipeline stages you tick.
  • Housecall Pro jobs, or estimates once sent, arrive as deals, one way, and follow to won and lost.
  • With HubSpot, Salesforce, Zoho CRM, ActiveCampaign and Keap, deals travel one way in the direction you pick (Keap on Max Classic).
  • With GoHighLevel, one way in the direction you pick: opportunities arrive as deals, or deals become GoHighLevel opportunities.
  • A quote sent from your books arrives as a deal: accepted is won, declined is lost.
  • With Simpro, an open or won deal becomes a Simpro lead, and a sent Simpro quote a deal that follows it.

Works with

Pair Pipedrive with any of these

Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.

Jobber logoJobberContacts, 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 Online logoQuickBooks OnlineContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft QuickBooks invoice, and a sent estimate a deal that follows it.About QuickBooks OnlineHow it syncs
Xero logoXeroContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Xero invoice, and a sent quote a deal that follows it.About XeroHow it syncs
HubSpot logoHubSpotContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About HubSpotHow it syncs
GoHighLevel logoGoHighLevelContacts, Opportunities and dealsContacts both ways, and deals one way in the direction you pick between GoHighLevel opportunities and Pipedrive deals.About GoHighLevelHow it syncs
Square logoSquareContactsPipedrive persons and Square customers stay the same both ways, so sales and the till share one customer list.About SquareHow it syncs
Stripe logoStripeContactsPipedrive persons and Stripe customers stay the same both ways, so sales sees who pays online.About StripeHow it syncs
Housecall Pro logoHousecall ProContacts, Jobs or estimates as deals, Won deals as jobsPersons both ways, Housecall Pro jobs or estimates as Pipedrive deals, and won deals as Housecall Pro jobs.About Housecall ProHow it syncs
ServiceM8 logoServiceM8Contacts, Won deals as jobsClients both ways, a won deal becomes a ServiceM8 work order, and an optional Job completed label follows the work.About ServiceM8How it syncs
CompanyCam logoCompanyCamContacts, Won deals as projectsPersons both ways (names, not addresses), and a deal won in Pipedrive becomes a CompanyCam project at the organization's address.About CompanyCamHow it syncs
FreshBooks logoFreshBooksContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreshBooks invoice, never sent by the sync, and a sent estimate a Pipedrive deal that follows it.About FreshBooksHow it syncs
Salesforce logoSalesforceContacts, 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 CRM logoZoho CRMContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About Zoho CRMHow it syncs
Zoho Books logoZoho 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 estimate a Pipedrive deal that follows it.About Zoho BooksHow it syncs
FreeAgent logoFreeAgentContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreeAgent invoice, and a sent estimate a deal that follows it.About FreeAgentHow it syncs
ActiveCampaign logoActiveCampaignContacts, DealsContacts and persons both ways, and deals one way in the direction you pick, won and lost included.About ActiveCampaignHow it syncs
Keap logoKeapContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included (Keap Max Classic).About KeapHow it syncs
WooCommerce logoWooCommerceContactsPersons stay the same both ways, and Pipedrive can label the people who paid a WooCommerce order "Customer".About WooCommerceHow it syncs
Simpro logoSimproContacts, Deals as Simpro leads, Simpro quotes as deals, Tags from paid, overdue and completedPersons both ways, deals into Simpro leads, Simpro quotes as deals that follow the answer, and optional labels.About SimproHow it syncs
Google Sheets logoGoogle SheetsContacts, DealsOne way into PipedrivePersons and deals from your sheet land in Pipedrive, and won or lost follows.About Google SheetsHow it syncs

Stage rules

Stage rules: a won deal starts the work

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.

How every stage rule starts, and why nothing is made twice

  • Deal won, Jobber job created

    • 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.

  • Deal won, ServiceM8 work order created

    A new work order for the same client, with the deal value as one material line.

  • Deal won, draft invoice waiting

    • A draft invoice in your books for the same customer, dated the won day.
    • One line for the deal value, made once per deal, never sent or paid.
    • Do not also invoice these deals with Pipedrive's own QuickBooks app.
    Won Pipedrive deals become Xero invoices

  • Quote sent from your books, deal created

    • A quote sent from your books becomes a deal in the first stage of your first pipeline.
    • It is named "Quote" plus its number, with the quote total as its value.
    • Accepted moves it to won; declined or expired to lost; a closed deal never reopens.
    • Draft quotes do not travel, and nothing comes back into your books.

Connecting

How Pipedrive connects

Official sign in

OAuth

Sign in to CRM Connector, choose Connect, sign in to Pipedrive and approve for one company. Removing the connection uninstalls the app at Pipedrive, and an uninstall there pauses its integrations here at once.

Sign in to connect Pipedrive

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A Pipedrive account.
  • API use counts towards the company's daily Pipedrive budget, which depends on its plan and seats.

You approve access on Pipedrive's own sign in page. Your Pipedrive password never reaches CRM Connector.

Good to know

How Pipedrive behaves

What is true for Pipedrive whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.

How every sync handles duplicates, deletions, a dropped connection and timing

  • Organizations are never renamed

    • 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.

  • Primary email and phone

    • Only a person's primary email and primary phone travel.
    • Their other emails and phones stay in Pipedrive as they are.
    • Pipedrive allows several persons with one email, so the first match is updated.

  • Addresses are read, not written

    • 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 needs a person

    • A deal with only an organization and no person is refused, with the reason in Activity, until it has a person, because the job, work order, invoice or project it becomes needs a customer.
    • HubSpot takes such a deal without a contact.

  • The deal value is one amount

    Deal products do not travel as lines: the value becomes the job amount, one material line or one invoice line.

  • A trashed record is made again

    • A synced person or deal moved to the Pipedrive trash is created again as a new one the next time it changes on the other side.
    • Changes to a trashed record are seen by nobody.

  • Nothing billing related flows in

    Pipedrive has no invoices or quotes, so nothing from your books is written into Pipedrive except contacts, the labels below when you switch them on, and a quote sent from QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent, which arrives as a deal.

  • Labels that follow the money, only when you switch them on

    • Marks a person Customer once they have paid, Overdue while an invoice is past due, or Job completed after a finished job.
    • Works with QuickBooks Online, Xero, ServiceM8, Simpro or WooCommerce contacts flowing into Pipedrive (from WooCommerce only Customer, once an order is paid).
    • Also when starting from Pipedrive with contacts syncing both ways.
    • Off until switched on, because labels can start Pipedrive automations.
    • Missing labels are created; no label is renamed or deleted.
    • Customer and Job completed stay; Overdue goes once nothing is past due.
    • Every other label on the person stays as it is.

  • Check tax on the draft

    • The deal value lands on the draft invoice as it is.
    • Check the tax and add it where needed before you send the invoice from your books.

  • A daily API budget

    • 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.

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Sign in to Pipedrive and the system you want to pair it with, confirm what syncs, and watch the first sync run.

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