Pipedrive Integration

INTEGRATION TO

Pipedrive

Connect Pipedrive with Cloudify and connect it with the tools you use. Streamline your workflows to automate both your sales and marketing activities. We enable supporting your marketing campaign workflows and have a detailed insights into your sales pipeline.

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Supported Integration

No Code Apps

Custom Apps

With Accounting system

When your Pipedrive account gets integrated with the accounting app you get to streamline your invoices and administrative works through automation and boost your business sales.

How does it work?

You can create and send invoices automatically, along with transferring deals, managing customers, inventory, and products through the integration functionalities.

Deals

Capture deal updates from Pipedrive and create sales quotes or invoices based on the customer information attached to the deals. The integration automatically converts won deals into invoices in your accounting system.

Customers

The integration ensures master data consistency by automatically synchronizing customer information between Pipedrive CRM and your accounting system. This bidirectional sync eliminates manual data entry and prevents duplicate records, keeping customer details, contact information, and financial data up-to-date across both platforms.

Inventory

When inventory is integrated with Pipedrive CRM and your accounting app, it remains updated in real-time and helps prevent stock-outs. Product availability and pricing information can be accessed directly within Pipedrive.

With Marketing system

Integrate Pipedrive with the in-bound and outbound marketing to create several workflows from advanced emails and increase conversion rates and sales.

How does it work?

You can create and send invoices automatically, along with transferring deals, managing customers, inventory, and products through the integration functionalities.

Deals

Capture deal updates from Pipedrive and create sales quotes based on the customer information attached to the deals.

Customers

All customer data are stored at one place in Pipedrive CRM, from where we can use customer data for marketing and sales promotion process.

Inventory

When inventory is integrated with the CRM and accounting app, it remains updated and we can prevent stock outs.

With Inventory and Production Management system

Integrate your CRM with inventory and production management app to automate your stock updates, manage orders and get complete hold of your inventories.

How does it work?

You can import deals as sales deals with inventory and Pipedrive CRM integrations so that you can keep your customer and product data in sync.

Deals

Deals from Pipedrive can be transferred as sales orders into your inventory and production management system, streamlining the order fulfillment process.

Contact Creation

When new contacts are created in Pipedrive, they are automatically synchronized with your inventory management system, ensuring customer data consistency across both platforms.

Customer Data

Customer information is synchronized between Pipedrive and your inventory management system, maintaining consistent records across both platforms.

With Payment systems

Integrate Pipedrive with payment apps that will enable payments on one platform. The integration lets you get more sales from customers using the payment app links integrated in the invoices.

How does it work?

When a deal is closed on CRM app, an invoice is automatically sent to the customer along with the payment link. Once the payment is done, the deal is moved to the next stage.

Contacts

New contacts created in Pipedrive are automatically synchronized with your payment system, ensuring consistent customer records for billing and transactions.

Subscriptions

Manage recurring payments and subscription billing directly through the integration. Track subscription statuses, renewal dates, and payment cycles while keeping customer subscription data synchronized between Pipedrive and your payment system.

BENEFITS

Benefits of Integrating Pipedrive with Cloudify

Effortless Lead Tracking and Management

Integrating Pipedrive with other apps allows for automatic syncing of leads, ensuring that all opportunities are tracked in one unified pipeline, reducing the risk of missing key prospects.

Smart Automation for Sales Tasks

Pipedrive integration with task automation tools streamlines repetitive tasks like follow-ups, notifications, and deal updates, enabling sales teams to focus on closing deals rather than managing manual processes.

Customizable Reporting and Analytics

Syncing Pipedrive with reporting tools offers tailored insights, allowing businesses to create custom sales reports and performance dashboards that highlight key metrics for smarter decision-making.

Real-Time Sales Forecasting

Pipedrive integration with forecasting tools provides real-time projections of sales performance, helping teams anticipate future revenue and adjust strategies accordingly.

Enhanced Collaboration Across Teams

Integrating Pipedrive with communication and collaboration apps allows sales, marketing, and support teams to stay aligned, share updates, and collaborate on leads seamlessly.

Better Customer Engagement

By connecting Pipedrive with email marketing and customer interaction platforms, businesses can send personalized, timely follow-ups and updates, improving customer satisfaction and nurturing long-term relationships.