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 a Pipedrive deal. Every quote event — sent, viewed, approved — logs as a Pipedrive activity on the deal. Your reps see everything 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
- TackQuote Starter plan or above
Setup
How to connect Pipedrive
Get your Pipedrive API token
In Pipedrive, go to your profile → Personal Preferences → API. Copy your personal API token.Connect in TackQuote
Paste the API token in TackQuote Integrations → Pipedrive. TackQuote verifies the connection and reads your pipeline stages.Map pipelines and stages
Select which Pipedrive pipeline receives TackQuote quotes and map quote statuses to pipeline stages.Go live
New TackQuote quotes create Pipedrive deals immediately. Your pipeline stays accurate with zero manual effort.
Capabilities
What you get
Automatic Deal Creation
TackQuote quotes create Pipedrive deals automatically, pre-populated with person, organization, value, and expected close date.
Stage Tracking
Quote status changes in TackQuote update the deal stage in Pipedrive. Won and lost quotes close deals automatically.
Activity Logging
Every quote lifecycle event — sent, viewed, signed, rejected — logs as a Pipedrive activity on the deal with timestamp and context.
Person & Org Matching
TackQuote matches buyer email and company name to existing Pipedrive persons and organizations. New contacts are created if no match is found.
FAQ
Pipedrive questions
Can I use Pipedrive automation triggers from TackQuote quote events?
TackQuote creates deals and logs activities in Pipedrive. You can then build Pipedrive automations that trigger on those deal events.
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?
Sync is primarily TackQuote → Pipedrive: quote creation and status changes push deal creation and stage updates. Pipedrive → TackQuote triggers are on our roadmap.