Pipedrive - Integration | Implementation | Digital analysis | Automation | Cloudify

enable JavaScriptChatBot

Pipedrive

Pipedrive

Connect Pipedrive with all your business tools. Leads, deals and contact data sync automatically in real time, formatted correctly and always up to date.

Connect

Connect

Pipedrive

Pipedrive

With Your Favorite App

With Your Favorite App

Supported Integrations

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.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

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.

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.

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.

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.

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.

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.

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.

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.

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 of Integrating

Pipedrive

with Cloudify

Effortless Lead Tracking and Management

Integrate Pipedrive with your apps to auto-sync leads and keep all opportunities in one unified pipeline.

Smart Automation for Sales Tasks

Connect Pipedrive with automation tools to handle follow-ups, notifications, and deal updates automatically.

Customizable Reporting and Analytics

Sync with reporting tools to build custom sales dashboards and insights for better decisions.

Real-Time Sales Forecasting

Integrate forecasting tools to get real-time revenue projections and adjust strategies quickly.

Enhanced Collaboration Across Teams

Connect Pipedrive with communication tools so sales, marketing, and support can stay aligned and share updates.

Better Customer Engagement

Integrate with email and customer touchpoint tools to deliver personalized follow-ups and boost satisfaction.

Customized to your needs

Cloudify is a platform that automates most of your accounting tasks for your webshop sales.

Book a free consultation

Book a free consultation

Book a free consultation

Book a free consultation

Book a free consultation

Book a free consultation

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

© 2025 Cloudify. All rights reserved

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

© 2025 Cloudify. All rights reserved

Custom Integration Agreement

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Custom Integration

Company

Contact

About Us

Blog

Careers

2025 Cloudify. All rights reserved

Custom Integration Agreement

Terms & Conditions