CRM
Connect Pipedrive
The B2B quoting layer for your Pipedrive pipeline.
Overview
Pipedrive + TackQuote
TackQuote's Pipedrive integration keeps your sales pipeline accurate without manual entry. Every quote creates or updates a Pipedrive deal, carrying the quote title, value and won/lost status, and the buyer is matched to an existing Pipedrive person by email before a new one is created. Sync runs both ways: TackQuote pushes quote changes onto the deal, and polling Pipedrive brings won/lost deals back to close out the linked quote. Your reps see the pipeline in Pipedrive without toggling between tools.
TackQuote connects to Pipedrive via API token. Setup is instant — no OAuth flow required.
Before you start
What you'll need
- Pipedrive Essential, Advanced, Professional, or Enterprise
- Pipedrive personal API token (Personal preferences → API)
- A default pipeline whose stage ids are 1–6 — see the stage-mapping FAQ
- TackQuote Starter plan or above
Setup
How to connect Pipedrive
Get your Pipedrive API token
In Pipedrive, click your avatar (top right) → Personal preferences → API, and copy "Your personal API token". This is an API token, not an OAuth token — TackQuote sends it in the x-api-token header Pipedrive documents for token auth.Connect in TackQuote
Paste the API token in TackQuote Integrations → Pipedrive. TackQuote verifies it against Pipedrive before saving and reads your company domain back automatically, so you can leave the Company Domain field blank.Push quotes as deals
Sync a quote to create its Pipedrive deal, or sync all converted quotes in one action. TackQuote stores the resulting deal id on the quote, so later syncs update that same deal rather than creating duplicates. Buyers are matched to an existing Pipedrive person by exact email before a new person is created.Bring won and lost deals back
Run the Pipedrive poll to pull recently-updated deals and apply their outcome to the linked quote: a deal marked won approves the quote, a deal marked lost rejects it. Open deals are left alone.
Capabilities
What you get
Automatic Deal Creation
TackQuote quotes create Pipedrive deals automatically, pre-populated with the quote title, deal value, pipeline stage, won/lost status and the linked person. TackQuote syncs quotes to one CRM per tenant, in the order HubSpot, Salesforce, Zoho, then Pipedrive — so if a higher-priority CRM is also connected, this one receives nothing.
Stage Tracking
Quote status changes in TackQuote update the deal stage in Pipedrive. Won and lost quotes close deals automatically.
Won/Lost Sync Back
Polling Pipedrive brings recently-updated deals back: a deal marked won approves the linked quote and a deal marked lost rejects it, while open deals are left alone. Quote events stay in the TackQuote timeline — they are not written as Pipedrive activities.
Person Matching
TackQuote matches the buyer to an existing Pipedrive person by exact email before creating one. When the buyer has a company name, an organization is created and attached to that person — existing organizations are not searched for a match.
FAQ
Pipedrive questions
How are quote statuses mapped to Pipedrive stages?
TackQuote sets the deal stage from a fixed default map (draft → 1, pending approval → 2, sent/viewed → 5, negotiating/approved/converted → 6, and rejected/expired/cancelled back to 1) and sets the deal status to won for approved and converted quotes, lost for rejected, expired and cancelled. Those stage ids are the ones a default Pipedrive pipeline ships with; they are not read back from your account, so if you have renumbered or rebuilt your pipeline the deal may land in an unexpected stage. There is no stage-mapping UI yet — the deal status (open/won/lost) is the reliable signal.
Does TackQuote log activities on the Pipedrive deal?
No. TackQuote creates and updates the deal itself — title, value, stage and won/lost status — and syncs the buyer as a person and their company as an organization. It does not write Pipedrive activities. You can still build Pipedrive automations that trigger on the deal changes TackQuote makes.
What do I need to connect TackQuote to Pipedrive?
A Pipedrive plan on Essential or above and your personal API token from Personal preferences → API. There is no OAuth flow — paste the token into TackQuote Integrations → Pipedrive and you are connected.
Does deal sync run one-way or two-way?
Both directions work today. TackQuote → Pipedrive pushes deal creation and updates on demand. Pipedrive → TackQuote is polling-based rather than webhook-based: the poll action fetches recently-updated deals and writes won/lost outcomes back onto the linked quotes. There is no inbound Pipedrive webhook endpoint, so nothing needs to be registered on the Pipedrive side.