Seamless Pipedrive Integrations for Your Business

Pipedrive Services

Pipedrive CRM Implementation

A bespoke setup and configuration tailored to meet team requirements. This includes secure data migration with minimal disruption, real-time synchronization for consistency across platforms, and custom pipeline development for clear workflow visibility. Comprehensive user training ensures a smooth transition to full operational capability.

Pipedrive Customisation & Development

Tailored CRM solutions that customise fields, pipelines, dashboards, and reports to align with specific workflows. Advanced automation is implemented for lead scoring, follow-ups, and task assignments. Process mapping helps identify weaknesses and areas for improvement, optimising workflows to enhance lead management and drive deal closures.

Pipedrive Integrations

Effortless connectivity with business tools such as email, calendars, marketing platforms, ERP systems, Slack, HubSpot, and more. Bespoke API development automates business processes, while specialized app integrations support accounting, invoicing, ticketing, WhatsApp, live chat, and DocuSign. This structured approach enhances efficiency and productivity.

Pipedrive Consulting & Optimisation

A comprehensive approach starting with a detailed process audit and CRM strategy to maximise efficiency. Performance enhancements and routine maintenance ensure smooth operations, while ongoing support provides timely troubleshooting and system upkeep. Comprehensive training equips teams to fully leverage the platform and maximise their CRM investment.

Case Study

CRM & Data Integration for Longivity: Pipedrive + Google Sheets Sync

The Challenge

Longivity needed a robust solution to manage, clean, and back up their CRM and internal data—while integrating data maintained in Google Sheets with their Pipedrive system. Our goal was to create a reliable workflow that backed up data, ensured quality, and automated synchronization across systems.

What We Delivered

1. Pipedrive Data BackupWe exported all organizational data from Pipedrive into well-structured CSV files to create a secure, easily accessible backup.

2. Database BackupWe created a complete SQL dump of their existing database tables to safeguard their internal data.

3. Google Sheets to DatabaseWe imported organization data from a shared Google Sheet into the database, ensuring proper formatting and structure for archival.

4. Google Sheets to Pipedrive Sync- We cleaned the Google Sheet data to remove duplicates and mapped it to Pipedrive fields.
- Existing companies were updated
- New companies were created if not found
- Duplicate entries were resolved using smart matching