ERP Next + Pipedrive Integration

Integrate ERP Next to Pipedrive in one click, or tell Integrately AI how you want each document handled. Create deals, sync customer accounts, update pipelines, and trigger follow-ups automatically.

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1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready WorkflowsReady Workflows   for ERP Next + Pipedrive Integration

Capture leads, organise deals, keep records updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ERP Next + Pipedrive flow

Connect marketing, finance, and support tools to keep your pipeline and customer records completely aligned. Pick a combination and activate it in one click.

ERP Next
Pipedrive
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
S
P
E
Create a Pipedrive deal for every new Shopify order, and create a customer in ERP Next
Every Shopify order instantly creates a deal in Pipedrive and a customer record in ERP Next, removing manual data entry entirely.
S
P
E
When a Shopify product is updated, update the product details in Pipedrive and update the item in ERP Next
Keep your product catalog synchronised across Shopify, Pipedrive, and ERP Next as soon as changes occur.
S
P
E
Create a Pipedrive person for every new Shopify customer, and add an issue in ERP Next if tagged VIP
New Shopify customers are added to Pipedrive instantly, with ERP Next creating support issues for VIP accounts.
S
P
E
Use Claude to summarise every Shopify order note, create a Pipedrive note, and log it in ERP Next
AI extracts key instructions from Shopify order notes, adding them to Pipedrive and ERP Next automatically.

Supported triggers and actions for ERP Next and Pipedrive

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with ERP Next + Pipedrive?

Streamline your entire quote-to-cash and CRM workflow by connecting ERP Next and Pipedrive with reliable automated triggers.

What you can automate?
🔄
Sync ERP Next documents to Pipedrive deals automatically
Trigger automated Pipedrive deals the moment documents are inserted or submitted in ERP Next, keeping your sales pipeline fully populated without manual copying.
📋
Capture every submitted field without data loss
Map all available form inputs, custom fields, and line items from ERP Next documents directly into Pipedrive deals and person records for complete context.
🔔
Notify your team as soon as deals or documents change
Send instant notifications to designated team channels whenever a Pipedrive deal is created or an ERP Next document clears approval stages.
🔀
Route records based on submitted field values
Apply conditional logic to direct high-value Pipedrive deals to VIP account managers while standard inquiries route through regular ERP workflows.
🔄
Keep destination records updated across platforms
Automatically update corresponding Pipedrive activities and ERP Next leads whenever document statuses or deal stages evolve.
🛡️
Prevent duplicates with smart search and update actions
Search for existing Pipedrive persons or ERP Next customers before creating records, ensuring your database remains clean and free of duplicate entries.
Manage later status changes like won or completed
Automatically update deal stages to won in Pipedrive and submit fulfillment documents in ERP Next when transactions reach final stages.
🔌
Extend your workflow to essential supporting apps
Connect your core ERP Next and Pipedrive pipeline with Slack, Google Drive, or QuickBooks to notify teams and manage files in one unified flow.
And much more...

Who is ERP Next + Pipedrive integration for?

Connecting ERP Next and Pipedrive eliminates manual data entry between your sales pipeline and ERP records, keeping every department aligned.

Sales Managers
Sales Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Operations Teams
Operations Teams
Finance Specialists
Finance Specialists
ERP Administrators
ERP Administrators
📈
Sales Managers
You report on this and decide from it, but the numbers are always stale because reps update CRM deals hours after documents clear in ERP Next — with this integration, every pipeline change and financial record stays synchronised instantly so your reporting is always accurate.
Account Executives
You need to act fast when new prospects arrive, and they find out too late because customer accounts take hours to provision manually — this integration means every new deal instantly creates customer records and triggers prompt follow-ups without administrative delay.
🤝
Client Success Leads
You answer to a client or an outside party who wants to see progress, but tracking documents across separate systems leads to missed status updates — automating both apps means customer milestones and deal stages update simultaneously across your entire client portfolio.
📊
Operations Teams
The volume of new leads and documents is too high for anyone to keep up by hand, resulting in scattered data and missed follow-ups — with this integration, every insertion, submission, and deal stage change flows automatically between systems without human intervention.
💼
Finance Specialists
You own the next step and depend on someone upstream to hand over customer details before invoicing or documentation can begin — connecting these apps means financial records and customer profiles transfer automatically the moment deals close.
🗂️
ERP Administrators
You need a reliable history of all transactions and keep finding gaps caused by manual copy-pasting between CRM and ERP databases — automating both apps means every document and deal maintains an unbroken audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ERP Next + Pipedrive

Build and manage your ERP Next + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to Pipedrive?
Frequently Asked Questions
You can connect ERP Next to Pipedrive in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows across Slack, Google Drive, and 1,500+ other apps.
Can I automatically create Pipedrive deals from ERP Next documents?
Frequently Asked Questions
Can I connect ERP Next, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Pipedrive?
Frequently Asked Questions
How are ERP Next documents synchronized with Pipedrive deals?
Frequently Asked Questions
Can Pipedrive deal stages update ERP Next records?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Pipedrive?
Frequently Asked Questions
Is the ERP Next and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect ERP Next or Pipedrive With 1500+ Other Apps

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