Pipedrive CRM Integration

Connect Pipedrive to Nusii and your deals keep up with your proposals on their own. No more updating the pipeline by hand after every send or signature.

With the Pipedrive integration you can:

  • Import your Pipedrive contacts into Nusii.
  • Link a proposal to an open Pipedrive deal, or create a new deal straight from the proposal.
  • Move the deal to the stage you choose when you create or send a proposal.
  • Mark the deal as won when your client accepts the proposal, and as lost when they reject it.
  • Attach the signed proposal to the deal as a PDF.

The Pipedrive integration is available on the Agency and Business plans.

How to set it up

You’ll need a Nusii account and a Pipedrive account.

Step 1: Connect Pipedrive

Go to Settings > Integrations in Nusii and click the Pipedrive logo under CRM Integrations.

Click Connect to Pipedrive. Pipedrive asks you to log in and allow Nusii access to your account. Once you do, you’re sent back to Nusii and the integration is connected.

Step 2: Choose your deal stages

After connecting, you’ll see two settings:

  • When I create a proposal, put it in: the stage a deal moves to when you create a proposal for it.
  • When I send a proposal, put it in: the stage the deal moves to when you send the proposal.

Pick a stage for each one and click Update and Save. If you don’t want Nusii to move the deal at one of these moments, leave that setting on -.

You don’t need to choose stages for accepted or rejected proposals. Nusii marks the deal as won or lost in Pipedrive for you.

Step 3: Import your clients

Click Import Clients to open the Import your contacts window. You’ll see your Pipedrive contacts with their company name, name and email address. Search for the ones you need, tick them and click Import Contacts.

Importing first is optional. When you add a client in Nusii whose email address matches a person in Pipedrive, Nusii links the two automatically.

Connect a proposal to a Pipedrive deal

  1. Go to Proposals and click Create Proposal.
  2. Choose your client.
  3. In the Integrations section, open the Pipedrive deal list and pick one of these:
    • Create a new deal: Nusii creates a deal in Pipedrive with the proposal’s title and currency, linked to the client’s person and organization in Pipedrive. It also adds a note to the deal with a link to the proposal.
    • An open deal: the proposal is linked to that deal, and the deal moves to the stage you chose for created proposals.
    • Don’t create/connect a deal: the proposal isn’t linked to Pipedrive.
  4. Continue creating your proposal as usual.

Already created the proposal? You can link it to an open deal, or unlink it with Don’t connect a deal, from the Proposal Overview of the proposal.

How it works

Once a proposal is linked to a deal, this is what happens in Pipedrive:

In Nusii In Pipedrive
You create the proposal The deal moves to your “When I create a proposal” stage
You send the proposal The deal moves to your “When I send a proposal” stage
Your client accepts the proposal The deal is marked as won and the signed PDF is attached to it
Your client rejects the proposal The deal is marked as lost and a note says the client rejected the proposal

Disconnect Pipedrive

To stop syncing, go to Settings > Integrations > Pipedrive and click Remove integration. Your proposals and clients stay in Nusii, and your deals stay in Pipedrive.

If you have any questions, just ping us below. We’ll be happy to help!