The Pipedrive Integration establishes a two-way connection between Proposify and Pipedrive that:
- Pushes document activity and status updates back to Pipedrive
- Pulls contact, company, and deal data from Pipedrive to Proposify
- Displays deal line items in pricing tables within your documents
When properly configured, the integration will automatically map Pipedrive deal information to your Proposify documents, keeping your sales data consistent across both platforms and streamlining your document creation process.
Setting Up Your Pipedrive Integration
Before setting up the integration, ensure you have:
- An active Proposify account with admin or integration-related permissions,
- A Pipedrive account with appropriate permissions
Enable the Integration
- In Proposify, click on the Integrations icon in the left sidebar, and on the main integrations page, select the Pipedrive card:
- Click on Connect in the Pipedrive Connection card:
This will ask for the connection permission, and once that has been approved, you'll see the connection card with a green dot, versus yellow:
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Be sure to connect to Proposify, and then select Next.
Mapping Fields
Now it's time to set up your objects! Choose which Object Types you'd like to eventually pull from, like Deal, Contacts, Line Items, etc:
To display pricing in your documents, be sure to select Line Items as an Object Type.
Next, you'll select your Primary Object. This is the main object that you want to link Proposify documents to, and will act as the base for pulling in all fields. For example, if you select Deals as the primary object, other objects like Organization and Contact from the previous step will import automatically when you connect to a Deal.
In the final step, click through the tabs and select which fields you want to import for each object. For line items, choose the fields you'd like to show in your pricing table, such as the line item name, description, and price.
Once you select all applicable fields, click Finish. You can revisit this and adjust at any time by going to the Pipedrive integration card from the integration page, and select Reconfigure.
🔁 What Happens Next?
Once connected:
- Any time an object (contact, deal, line item, etc.) is added or updated in Pipedrive, we'll receive that data.
- Your linked proposals will automatically reflect these updates.
Connecting Pipedrive to Proposify documents
In your document settings, find and click on "Link integration".
If you have multiple integrations connected, click on the dropdown and select Pipedrive. Then, search for and select the deal you want to connect to.
Displaying Pipedrive Pricing in Your Documents
FlexData lets you display the line items from a linked Pipedrive deal in a table. The table builds itself from your deal, so you only need to set it up once in your template.
How the Pricing Table Works
Line items are pulled into a Text Table. You format the first row as a template row, and FlexData repeats that row for every line item on the deal. If the deal has three line items, the table shows three rows. If it has ten, the table grows to ten.
Any formatting you apply to the template row (bold, size, or colour changes) applies to every row in the table.
Set Up Your Pricing Table
- In your template, add a Text Table and set the number of columns you need.
- In the first row, add your variables. You can use the shortcut, or find them in the Variables side panel under Integrations, then Pipedrive, then Deal, then Line Items.
- Add a variable to each column. For example, add the line item name to the first column and the price to the second.
- To combine fields in one cell, add more than one variable. For example, add the line item name, followed by the description. You can also include custom fields from Pipedrive.
- Apply your formatting to the first row. For example, make the line item name bold and add a currency symbol beside the price.
Add a Table Total
- Change the last row of the table to a Footer Row.
- Type Total in the first cell.
- Add the deal amount variable from Integrations, then Pipedrive, then Deal, to the second cell.
- Add a currency symbol and align the cell to the right.
Use the Table in a Document
- Create a document from your template.
- Link the document to a Pipedrive deal.
- The pricing table fills in with the deal's line items. Check the preview to confirm it displays as expected.
To change the pricing, update the line items in Pipedrive. The document updates the next time the data syncs. You can also link the document to a different deal, and the table updates to match that deal's line items.
Stage Mapping
Go to Automations to create Flows that trigger Pipedrive stage changes from Proposify events.
To create a mapping, create a simple rule that triggers from a document in Proposify being Won.
Next, add an action and select "Move Pipedrive deal" from the dropdown. On the right, select the stage you want to move the deal to.
FAQs
What is FlexData?
It's the framework behind how Proposify pulls CRM data into your documents. Instead of pre-mapping every field, you choose what to bring in from Pipedrive, and Proposify uses it as-is. Connect a document to a deal, and those fields fill in automatically and stay current.
Can I pull in a list of items, like all my line items?
Yes. FlexData can pull in the line items from a linked deal and display them in a Text Table, with one row for each line item.
Do I need to build the pricing table for every document?
No. Build it once in your template. Any document created from that template only needs to be linked to a deal.
What happens if my deal has more or fewer line items than my last one?
The table adjusts automatically. It adds or removes rows to match the line items on the linked deal.
How do I change the prices shown in my document?
Update the line items in Pipedrive. The document picks up the changes the next time the data syncs, until the document is signed or won.
Can I change which fields are synced after I've set everything up?
Yes. Go to the Pipedrive integration card from the Integrations page and select Reconfigure to adjust your object types and fields at any time.
Still have questions? Reach out to our support team and we'll be happy to help!