Pipedrive + Simpro Integration

Integrate Pipedrive to Simpro in one click, or tell Integrately AI how you want each deal handled. Create service jobs, log customer details, update quotes, and sync records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted 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
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
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2.
  • 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
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready Workflows Ready Workflows for Pipedrive + Simpro Integration

Capture new deals, create service jobs, update customer records, log quotes, and track invoices, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Simpro Integration

Create Simpro individual customer for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Simpro individual customer and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Simpro + Pipedrive Integration

Create Pipedrive person for new Simpro individual customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Simpro - Pipedrive integration, anytime a new Simpro individual customer is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Simpro flow

Bring notifications, accounting, emails, spreadsheets, tasks, and payments into your automation pipeline. Pick a combination and activate it in one click.

Pipedrive
Simpro
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (2)
+
GmailGmail (2)
+
Google SheetsGoogle Sheets (2)
+
AsanaAsana (2)
+
StripeStripe (2)
P
S
S
Create a Simpro service job from every new Pipedrive deal, and notify your sales channel in Slack
New Pipedrive deals instantly generate a Simpro service job while alerting your sales channel in Slack, removing manual data transfer between teams.
S
P
S
When a Simpro job is updated, update the matching Pipedrive deal, and post the update in Slack
Simpro job updates instantly refresh the corresponding Pipedrive deal and notify your team in Slack, keeping sales and field data aligned.
P
S
S
Use Claude to analyse whether new Pipedrive deals require urgent Simpro scheduling, create the job, and alert your team in Slack
Claude evaluates Pipedrive deal notes to determine scheduling priority before creating a Simpro service job and notifying your dispatch team in Slack.

Supported triggers and actions for Pipedrive and Simpro

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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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 deleted in Pipedrive
Triggers the automation when a Project is deleted
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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
Try it →
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
Try it →
Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
Try it →
Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
Try it →
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it →
Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it →
Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it →
Instant
Job is updated in Simpro
Triggers the automation when a job is updated
Try it →
Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
Try it →
Create service quote in Simpro
Generates a new service quote
Try it →
Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with Pipedrive + Simpro?

Streamline your workflow by connecting sales pipelines in Pipedrive directly to field operations and job management in Simpro.

What you can automate?
🚀
Create Simpro service jobs from Pipedrive deals
Automatically generate a new service job in Simpro the moment a deal is created or won in Pipedrive. Eliminate manual data re-entry between your sales and operations teams.
📝
Capture every submitted deal and customer field
Map all custom properties, contact details, and notes from Pipedrive straight into Simpro customer and job records. Ensure field technicians have complete information from the start.
🔔
Notify your team the moment a job is scheduled
Send instant notifications to your dispatchers and sales reps whenever a Simpro job or Pipedrive deal updates. Keep every stakeholder informed in real time.
🔀
Route jobs based on deal value or category
Set conditional rules to create high-priority service jobs in Simpro when Pipedrive deals exceed specific values or match custom criteria.
🔄
Keep Pipedrive deals updated with Simpro progress
Automatically update Pipedrive deal stages whenever field technicians update job statuses or complete service milestones in Simpro.
🔍
Search and update existing records safely
Prevent duplicate customer profiles by searching existing records in Simpro before creating new entries from Pipedrive updates.
💳
Sync invoices and payment milestones
Trigger financial workflows and update pipeline statuses automatically when new invoices or quotes are generated in Simpro.
🔗
Extend your workflow to Slack and other tools
Connect your core Pipedrive and Simpro automation to Slack, QuickBooks Online, or Gmail to notify teams and manage downstream tasks effortlessly.
And much more...

Who is Pipedrive + Simpro integration for?

Connect sales pipeline management with field service operations to keep teams aligned and eliminate manual data entry across systems.

Operations Managers
Operations Managers
Field Service Dispatchers
Field Service Dispatchers
Account Executives
Account Executives
Customer Success Teams
Customer Success Teams
Project Estimators
Project Estimators
Business Analysts
Business Analysts
📈
Operations Managers
You're reviewing field productivity metrics in Simpro but your pipeline reports in Pipedrive only update when someone manually exports records, so the job counts you're tracking are always hours behind — with this integration, every new deal creates a Simpro service job instantly and your operational data stays current.
Field Service Dispatchers
You're trying to schedule technicians in Simpro based on newly closed deals in Pipedrive, but manual handoffs mean crews find out too late — this integration means every won deal generates a service job immediately and your dispatchers can assign technicians without delay.
🤝
Account Executives
You're answering client questions about project kickoff timelines while closing deals in Pipedrive, but field scheduling details live in Simpro where you cannot see them — automating both apps means your service jobs open automatically and you can give clients accurate answers right away.
👥
Customer Success Teams
You're managing high volumes of post-sale onboarding tasks after deals close in Pipedrive, but customer records take hours to appear in Simpro — connecting these apps means every new customer profile populates instantly and your onboarding workflows start without manual bottlenecks.
📋
Project Estimators
You depend on sales reps entering accurate scope details in Pipedrive before you can build service quotes in Simpro, but missing handoffs stall your estimates — automating both apps means your quote generation triggers the moment deal requirements are saved.
🔍
Business Analysts
You need a reliable audit trail connecting sales pipeline revenue in Pipedrive to completed field operations in Simpro, but manual logging leaves gaps in your historical reporting — this integration means every status change syncs automatically and your records remain complete.
Our team

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Why choose Integrately to automate Pipedrive + Simpro

Build and manage your Pipedrive + Simpro 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 + Simpro 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.
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Frequently Asked Questions

How do I connect Pipedrive to Simpro?
Frequently Asked Questions
You can connect Pipedrive to Simpro in 1 click using ready-made templates on Integrately. Choose your trigger event, connect your accounts, and let Integrately AI configure your workflow.
Can I automatically create a Simpro service job when a Pipedrive deal is won?
Frequently Asked Questions
Can I connect Pipedrive, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Simpro?
Frequently Asked Questions
How do Pipedrive deal updates sync with Simpro?
Frequently Asked Questions
Can Simpro job updates modify Pipedrive deal stages?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Simpro?
Frequently Asked Questions
Is the Pipedrive and Simpro integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or Simpro With 1500+ Other Apps

Pipedrive
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Simpro
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Sync Simpro with accounting software, scheduling tools, and project trackers to keep field operations running smoothly.
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