We offer a seamless Pipedrive integration through a native two-way connection, enabling you to add and manage your deals directly from either your Pipeline or Pipedrive.
In this article, we’ll guide you through connecting Pipedrive to your account and share practical tips to ensure your integration runs flawlessly.
How to Connect Your Pipedrive
Log in to your account.
Navigate to the Integrations tab.
Type "Pipedrive" into the search bar.
Click Connect.
5. You will be redirected to the Pipeline login page where you can enter your Pipedrive credentials and confirm the integration.
How to Add Deals
Adding deals to the platform's Pipeline and Pipedrive is easy.
Find your prospect in the Inbox.
Select the prospect you would like to add to your CRM.
Click on the + New deal from the Profile Card under CRM deals.
4. Choose the deal stage, then enter the deal name, value, and currency.
5. Click Create.
Another Way to Add Your Pipedrive Deals
To add your deals using an alternative method, navigate to the Pipeline tab on your dashboard. Once there, select Pipedrive from the dropdown menu located at the top of the page.
Next, hover over the screen and click on + Add Deal:
Complete all the required fields, including the deal name, pipeline, stage, amount, owner, probability, and status. Be sure to also add the relevant prospects and companies. Once all the information is filled out, click Create to finalize the deal.
The deal will be automatically added to both your Pipeline on the platform and Pipedrive account. Any subsequent changes made on the platform or your CRM will update the deal’s stage, value, currency, name, or won/lost status accordingly.
If for some reason you do not see them reflected on the platform's Pipeline, try refreshing your deals by going to the Pipeline tab and clicking the sync button in the top right corner.
🖇️ Please note: At this time, when you push contacts to Pipedrive, any existing contacts in your Pipedrive account will be duplicated rather than updated. Similarly, if you create a deal on the platform with the same name as an existing deal in Pipedrive, it will also be duplicated. However, you can edit or update your Pipedrive deals straight from the platform.
We’re actively working on a deduplication feature, and it will be available soon.
A Few More Things
You can link multiple CRMs to a single account;
If you have several pipelines in Pipedrive, each will seamlessly sync with the Pipeline. You can manually select the specific pipeline to which you would like to assign your deal.
If you have any questions regarding the Pipedrive integration, please feel free to reach out to our Customer Support team.