Pipedrive + sevDesk Integration

Integrate Pipedrive to sevDesk in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update accounting records, alert your finance team, and track revenue automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted 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
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
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2.

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Ready Workflows Ready Workflows for Pipedrive + sevDesk Integration

Create invoices, sync contacts, generate vouchers, update orders, and track revenue, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + sevDesk Integration

Create sevDesk contact from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a contact in sevDesk. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Pipedrive + sevDesk Integration

Create sevDesk order for new Pipedrive deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Pipedrive and sevDesk work together to make accounting and bookkeeping simple.

When you create a deal in Pipedrive, it will automatically create an order in sevDesk. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Pipedrive and sevDesk.
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Pipedrive + sevDesk Integration

Create sevDesk contact for new Pipedrive person

In order to keep your accounting and customer records in sync, when you create a person in Pipedrive, this automation will automatically create a contact in sevDesk.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Pipedrive and sevDesk!
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sevDesk + Pipedrive Integration

Create Pipedrive person for new sevDesk contact

If you are using sevDesk, then you may want to also use Pipedrive to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding person will be created in Pipedrive.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Connect more apps to your Pipedrive + sevDesk flow

Connect your CRM and accounting workflow with email, messaging, and reporting tools. Pick a combination and activate it in one click.

Pipedrive
sevDesk
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
P
S
H
When a Deal is created in Pipedrive, create an invoice in sevDesk and add the contact in Hubspot.
Pipedrive deals trigger sevDesk invoices instantly while Hubspot records your contacts, eliminating manual data entry across platforms.
S
P
H
When a Contact is created in sevDesk, create a person in Pipedrive and add a contact in Hubspot.
sevDesk contacts sync directly to Pipedrive and Hubspot the moment they are created, ensuring your whole team shares a single view.
S
P
H
When an Invoice is updated in sevDesk, update the deal in Pipedrive and update the contact in Hubspot.
sevDesk invoice updates immediately reflect in Pipedrive and Hubspot, keeping your revenue and customer records current.

Supported triggers and actions for Pipedrive and sevDesk

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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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
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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
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sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Create invoice in sevDesk
Generates invoices for sales transactions
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Create communication way in sevDesk
Creates a new communication method
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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What can you automate with Pipedrive + sevDesk?

Streamline your sales and accounting operations with ready-made automation workflows designed for Pipedrive and sevDesk.

What you can automate?
๐Ÿงพ
Generate invoices automatically from new deals
Turn closed Pipedrive deals into official sevDesk invoices the moment they happen. Eliminate manual billing entry and get paid faster.
๐Ÿ“‹
Capture every submitted field accurately
Map all custom fields, organization details, and product lines from Pipedrive straight into your sevDesk invoices and contacts without manual copying.
๐Ÿ””
Alert your team the moment bills are issued
Notify your finance and sales channels instantly when new invoices or contacts are generated across your integrated platforms.
๐Ÿ”€
Route workflows based on deal values or types
Apply conditional logic to handle enterprise accounts differently from standard orders, creating tailored invoice processes automatically.
๐Ÿ”„
Keep accounting records updated as deals change
Synchronize updates made to Pipedrive deals directly with your sevDesk invoices and contacts to maintain data consistency.
๐Ÿ›ก๏ธ
Prevent duplicate records across systems
Search existing contacts and organizations before creating new entries, ensuring clean databases in both Pipedrive and sevDesk.
โฑ๏ธ
Handle later status changes and billing milestones
Update your pipeline and accounting records automatically when invoices are paid, updated, or marked as completed.
๐ŸŒ
Extend your workflow with external apps
Connect your Pipedrive and sevDesk setup with Slack, Google Sheets, Gmail, or Stripe to build comprehensive multi-step automations.
And much more...

Who is Pipedrive + sevDesk integration for?

Connecting Pipedrive and sevDesk helps sales and finance teams eliminate manual data entry, streamline invoicing, and maintain accurate financial records.

Sales directors
Sales directors
Account managers
Account managers
Operations leads
Operations leads
Finance specialists
Finance specialists
Billing coordinators
Billing coordinators
Business owners
Business owners
๐Ÿ“ˆ
Sales directors
You review revenue reports and pipeline forecasts every week, but your accounting records only update when someone manually exports deal data, so the totals you rely on are always outdated โ€” with this integration, every new deal generates an invoice instantly and your figures stay current.
โšก
Account managers
You need to issue billing documents the moment a client signs a contract, and you find out too late when invoices get delayed in transit โ€” automating both apps means every new deal creates its sevDesk invoice immediately and your billing cycle starts without friction.
๐Ÿ“‹
Operations leads
You answer to company executives who want to see live financial progress and clean customer records, but manual data transfers introduce errors โ€” this integration means every CRM update and accounting entry match perfectly across your entire workspace.
๐Ÿ”„
Finance specialists
The volume of new customer orders is too high for anyone to keep up by hand, leading to lagging invoicing schedules โ€” connecting these apps means high-volume deal creation triggers accounting records automatically without human bottlenecks.
๐Ÿค
Billing coordinators
You own the invoicing process and depend on sales reps to hand over client details before you can draft bills, causing frustrating wait times โ€” with this integration, every closed deal transfers its data directly into your accounting software the second it happens.
๐Ÿ—‚๏ธ
Business owners
You need a reliable history of all customer interactions and financial transactions, but keep finding gaps between your CRM and accounting tools โ€” automating both apps means every contact and invoice record links up cleanly with zero missing data.
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Why choose Integrately to automate Pipedrive + sevDesk

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

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + sevDesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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 โ€” 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Pipedrive to sevDesk?
Frequently Asked Questions
You can connect Pipedrive to sevDesk instantly using 1-click workflows or Integrately AI to link CRM deals with accounting invoices.
Can I automatically create sevDesk invoices from new Pipedrive deals?
Frequently Asked Questions
Can I connect Pipedrive, sevDesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and sevDesk?
Frequently Asked Questions
How does Pipedrive data trigger actions in sevDesk?
Frequently Asked Questions
Can sevDesk contact updates sync back to Pipedrive?
Frequently Asked Questions
Do I need coding skills to connect Pipedrive and sevDesk?
Frequently Asked Questions
Is the Pipedrive and sevDesk integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or sevDesk With 1500+ Other Apps

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sevDesk
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