Integration

Pipedrive Integration

Turn closed deals into billable contracts without manual data entry. Connect Pipedrive and let Flowdock handle the full lifecycle from won deal to tracked revenue.

Connect Pipedrive

7 days free trial - No credit card needed

Deal Pipeline
Synced

Total Deals

47

+12 this month

Won Deals

22

+5 new

Contracts

18

$168K value

Recent Won Deals

TG

TechGrowth Ltd

Annual License

$36,000/yr
SM

SkyMedia

Pro Monthly

$2,400/mo
NE

NorthEdge

Quarterly Plan

$6,750/qtr
CP

CloudPeak

One-time Setup

$12,500

Deal Conversion Progress

18 of 22 won deals converted to contracts

How It Works

From won deal to paid invoice in five seamless steps - no manual data entry required.

1

Connect

Link your Pipedrive account in seconds via OAuth. Flowdock syncs your deals, organizations, contacts, and products automatically.

2

Win a Deal

When a deal moves to "Won" in Pipedrive, Flowdock detects it and pulls in deal products, values, and contact details.

3

Convert

Won deals become Flowdock contracts with a single click - or automatically. Deal products, values, and contacts carry over seamlessly.

4

Invoice

Flowdock generates invoices from each contract, complete with line items, customer details, and due dates. Optionally invoice the moment a deal closes.

5

Sync Back

Payment and invoice status flows back to Pipedrive automatically - invoiced, paid, or overdue - so your sales team always sees the latest.

Key Features

Everything you need to bridge the gap between your CRM and financial operations.

Seamless Connection & Data Sync

Full and incremental sync keeps deals, organizations, contacts, and products fresh with complete sync history.

One-click Deal Conversion

Convert won deals to contracts with a single click. Deal products, values, and contact details carry over automatically.

Batch Conversion

Convert multiple won deals at once for high-volume teams. Save time on bulk deal closings.

Auto-generate Invoices

Optionally generate the first invoice the moment a deal closes. No waiting, no manual steps.

Automatic Data Mapping

Pipedrive organizations and contacts map directly to Flowdock companies and contacts automatically.

Bidirectional Status Sync

Automatic status sync back to Pipedrive - invoiced, paid, overdue. Sales sees billing progress without leaving CRM.

Admin Access Controls

Admin-only access controls for secure management of your Pipedrive connection and sync settings.

Analytics Dashboard

Total deals, won deals, contracts created, and contract value - all your pipeline metrics at a glance.

Built for Sales-driven Teams

If your team closes deals in Pipedrive and needs them to flow into proper contracts and invoices - without copy-pasting into spreadsheets or switching between tools - Flowdock is for you.

  • Eliminate manual deal-to-invoice data entry
  • Know which closed deals have turned into real revenue
  • Track outstanding invoices and overdue payments
  • Keep sales and finance teams aligned in real time

Contract Value

+18%
$168,200
MarLast 12 monthsFeb

Connect Pipedrive in Seconds

Secure OAuth connection. Your deals sync automatically, and contracts start generating within minutes.

Connect - Convert - Get Paid.

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