How to Use Pipedrive Integrations

The Pipedrive integration helps you automate sales tasks within Latenode. You can react to deal changes, create contacts, or update opportunity statuses. Connect it with other apps to create simple yet efficient workflows.

Here's How to Use Pipedrive integration in Latenode:

• Add the node: Find Pipedrive in the integrations library.
• Connect account: Authenticate with your Pipedrive API token.
• Select a trigger: Choose what event starts your workflow.
• Define actions: Configure what happens in Pipedrive.

Connect Pipedrive to marketing tools, support systems, or data warehouses. Sync deal data for custom reports, or trigger follow-ups from new lead alerts. Keep sales and support aligned using connected data.

• Better data: Keep data in sync across your key business tools.
• Faster actions: React quickly to changes in the sales pipeline.
• Unified workflows: Build end-to-end automation scenarios for sales teams.

• Marketing: When deals reach a stage in Pipedrive, Mailchimp adds contacts to a targeted email list, nurturing leads.
• Customer Support: New Pipedrive deals automatically create Slack channel notifications, alerting support teams to new clients.
• Project Management: When a deal closes in Pipedrive, Asana creates a project, setting up tasks for onboarding.
• Finance: Winning a deal in Pipedrive triggers invoice creation in QuickBooks, automating billing workflows.
• Sales: Google Sheets tracks new Pipedrive deals, creating a report on sales performance, deal size and close dates.

Best integrations for Pipedrive 2025

These integrations unlock more from Pipedrive. Automate workflows and connect essential data.

Google Sheets

Sync Pipedrive data to Google Sheets. Create dynamic reports and track performance over time. Automatically update sheets with new deals, contacts, or activities. Use the data for custom analytics or dashboards. Share insights with stakeholders. Ensure data consistency across your organization.

Slack

Receive instant Slack notifications for Pipedrive updates. Know when deals close or tasks are overdue. Post summaries of opportunities to channels. Keep sales and marketing aligned. Centralize communication around specific deals. Shorten response times and keep projects moving forward. Improve team collaboration.

Mailchimp

Add Pipedrive contacts to Mailchimp lists. Segment audiences based on deal stages or properties. Trigger automated email campaigns after milestones. Personalize marketing messages with deal data. Track campaign performance and attribute revenue. Score leads based on engagement for sales follow up.

Zoom

Schedule Zoom meetings automatically when deals reach certain stages. Pre-populate meeting details with contact information. Record meetings and link them to Pipedrive deals. Track meeting attendance and follow-up actions. Increase sales conversion rates with automated workflows. Streamline the sales process.

QuickBooks Online

Create invoices automatically from closed deals in Pipedrive. Sync customer data between platforms to reduce errors. Track payments and revenue linked to deals. Generate financial reports with accurate sales data. Automate bookkeeping tasks and save time for sales teams. Improve financial insights.

Microsoft Outlook

Sync contacts, calendars, and emails with Pipedrive. Track communication history for each deal. Automate email reminders for important tasks. Schedule activities from within Outlook based on email triggers. Improve sales rep follow up. Ensure accurate logging of communications.

Twilio

Send SMS messages to prospects at key deal stages from Pipedrive. Automate follow-up reminders and personalized offers. Track SMS engagement and conversions. Integrate SMS with deal workflows. Improve communication and engagement with leads. Nurture leads through personalized interactions.

LinkedIn

Enrich Pipedrive contact data with LinkedIn profiles. Find new leads and connect them to existing deals. Track lead engagement on LinkedIn. Automate outreach messages to connect with prospects. Build stronger relationships. Improve lead qualification.

Google Calendar

Two-way sync of activities between Pipedrive and Calendar. Share availability automatically. Ensure no double-bookings or missed meetings. Keep sales team schedules aligned. Create meeting reminders. Track time spent on deals. Maintain a single source of truth for events.

HubSpot

Sync contacts and company data from HubSpot to Pipedrive. Share leads between marketing and sales. Trigger tasks based on lead behavior. Get a unified view of the customer journey. Align marketing and sales efforts. Improve lead quality and conversion rates.

1. Slack. Get Pipedrive deal updates in designated channels. When a deal reaches a specific stage, automatically post a message to alert the relevant team.
2. Jotform. Create Pipedrive leads from new form submissions. Map form fields to lead properties, automating initial data entry for sales.
3. Google Sheets. Export Pipedrive data for custom reporting. Schedule regular data syncs to analyze sales trends and performance metrics.
4. Mailchimp. Add new Pipedrive contacts to email lists. Segment contacts based on deal stage to personalize marketing campaigns, improving engagement.
5. QuickBooks. Generate invoices from won Pipedrive deals. Automatically create invoices with deal details, streamlining the billing process.
6. Zoom. Schedule meetings when deals reach a stage. Automatically create a Zoom meeting and add the link to the Pipedrive deal.
7. ClickUp. Create tasks for new Pipedrive deals. Automatically generate project tasks to manage the deal's next steps and track progress.
8. Twilio. Send SMS updates when deal status changes in Pipedrive. Keep stakeholders informed with real-time notifications on deal progression.

What is a deal in Pipedrive?

A deal represents a potential sale you're tracking in Pipedrive. It moves through stages of your sales pipeline until it's either won or lost, helping you manage your sales process.

How do I add a new contact?

You can add a new contact by clicking the "+" button in the top navigation, then selecting "Person" or "Organization." Fill in the details and save. You can also import contacts in bulk.

Can I customize my sales pipeline?

Yes, you can customize your sales pipeline. Go to Settings > Pipelines and adjust the stages to match your specific sales process. This ensures Pipedrive reflects your workflow.