Pipedrive is a popular customer relationship management (CRM) used by over 95,000 companies to supercharge their sales workflows and close more deals. It’s designed by salespeople and made for salespeople, so you know your sales team is getting the features they need.
But, like many other tools, Pipedrive can keep teams siloed away from their colleagues. Because it’s so specialized for sales workflows, you’d be hard-pressed to find a developer or a marketer who loves working in Pipedrive. That can make collaborating across teams a bit more challenging. Unless you have the right integration.
With Unito, you get access to the deepest two-way integrations for your tool stack. Starting now, that includes Pipedrive, so all teams can collaborate with your salespeople.
Sync Pipedrive contacts with work items from more than 25 other tools
Your tools don’t usually play nice with each other right out of the box. That makes working across tools a big headache without the right solution. You lose time to copy-pasting data back and forth and you’re never quite sure which tool is the most up to date. Many tools — like Pipedrive — offer native integrations with other platforms, but they don’t always support all use cases. Some only sync data in one direction, while others still expect you to jump back and forth between tools to get the full picture.
With Unito’s integration for Pipedrive, you can sync high-priority data from Pipedrive to the other tools in your stack, like Trello, Notion, Google Sheets, and more. Build a dedicated customer database in your spreadsheet tool of choice, populate work management tools with customer information, surface high-priority deals for other teams, and more. All with one tool.
Because Unito syncs data back and forth by default, you can see all your updates from either tool. Your sales team can get updates from other teams without leaving Pipedrive and everyone can follow the sales process without leaving their own tool.
Find a list of all supported fields and other features in our Help Center.
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Essential features for Unito’s Pipedrive integration
Field mapping customization
Field mappings are how Unito translates data from one tool to another. Unito automatically maps similar fields to each other, but did you know you can tailor your flows to your use case by customizing your field mappings?
Here are just a few ways you can customize field mappings to your use case:
- Deleting mappings: By deleting a mapping, you can keep some information from getting synced or re-map a field that’s already been mapped.
- Changing flow direction: Most fields will have changes synced back and forth by default. That said, you might want some fields — like comments — only going from one tool to the other.
- Creating new mappings: Missing a field mapping? You can add new mappings in just a few clicks. One common use case for this is populating the description footer in one tool with information from another.
While field mappings tell data where to go, rules restrict what actually gets through. The most common way to use rules is filtering information so you can control exactly how much of it syncs between tools. Here’s how Unito users like you are using rules in their workflows:
- Giving visibility to customers: SMG Bahamas, a construction and millwork company, uses rules to pull high-level information from multiple Trello boards and sync it to customer boards. That way, customers can see a summary of how a job is going without all the nitty-gritty details going on behind the scenes. The rules come into play when project managers add a specific tag to their Trello cards.
- Dispatching development work: The Taproom, an agency that builds Shopify solutions, uses Basecamp to manage agency work and Trello for development work. With rules, Basecamp to-dos specific to developers can get synced to the software team’s Trello boards so they can see their work without the noise.
- Keeping multiple departments in the know: ALPCO Recycling, which manages residential, commercial, and industrial recycling jobs, uses Trello to handle every part of that work. They use Trello’s labels to categorize jobs and to identify the ones that reach the follow-up stage. Unito’s rules make sure that adding one of these labels sends each Trello card to the right board.
Top tool combinations
Pipedrive and a database tool
Build a single, enriched customer database and leverage your favorite database tool’s reporting, sorting, and filtering features. Here are some of the top database integrations you can pair with Pipedrive:
Pipedrive and a work hub
Some teams can go through a whole workday without leaving Pipedrive, but that’s not the case for all teams. Sync Pipedrive contacts to your work hub to drive collaboration, improve dispatching, and more. Here are some of the top work hub integrations you can pair with Pipedrive:
Pipedrive and other tools
Does your sales team need to collaborate with developers? Maybe an important deal depends on the updates from a version control tool? Whatever your use case, Unito has an integration for you:
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