Pipedrive · pipeline

Pipedrive integration: deals without a double directory

A Pipedrive integration means a won deal in Pipedrive creates a job, a customer and maybe the first invoice draft in your system. Pipedrive is CRM for salespeople who want a pipeline and not a marketing OS. The job of the integration is to kill “we won, and then we typed it all again in Excel”. Minimum viable sync: person and org with CVR, deal won / lost / open, value and expected close, and a link back to the Pipedrive deal from the job. Start there. Do not sync every activity in the first month. Pipedrive or HubSpot? Salespeople who want a simple pipeline: Pipedrive. Marketing plus CRM in one: HubSpot. We integrate what you already use.

Pipedrive is not a worse HubSpot. It is a different product. Integrate what sales already open in the morning. Automation.

Pipeline

Lead

Won

Sag

Won in Pipedrive — job, customer and invoice draft with you, with a link back to the deal.

Minimum viable Pipedrive sync

  • Person + org (CVR)
  • Deal won / lost / open
  • Value and expected close
  • A link back to the Pipedrive deal from the job
1

Deal

Sales moves the card to won in Pipedrive.

2

Job

Your system creates customer and job. CVR is looked up.

3

Draft

First invoice draft if the amount is known. Otherwise the job only.

Start with won. Lost and open can wait. Activities can wait longer.

Pipedrive

  • Salespeople who want a simple pipeline
  • Not a marketing OS
  • Won should become a job

HubSpot

  • Marketing + CRM in one
  • Forms and automation
  • You already pay for it
We integrate what you already use. See also [HubSpot](/articles/integrations/hubspot-integration).

Pipedrive is one integration: Small DKK 18,000 + DKK 600/month. Won plus a Dinero draft is two. See pricing.

Send a screenshot of the pipeline and write what happens today when a card turns green. If the answer is “we open Excel”, that is the project. Quote within 24 hours.

FAQ: Pipedrive integration

Pipedrive or HubSpot?

Salespeople who want a simple pipeline: Pipedrive. Marketing + CRM in one: HubSpot. We integrate what you already use.

Should every activity come from day one?

No. Start with won/lost/open, value and CVR. Activities in the first month are noise.

What if the deal is reopened?

The job with you must not be deleted. Status is written back. Two truths about “closed” is what you want to avoid.

Can we create deals the other way?

Yes, if your system catches inbound Pipedrive does not see. But pick a master for new deals, or you get duplicates.

Turn a won deal into a job