Pipedrive automations
We connect Pipedrive to the tools you already use, from forms and ads to scheduling, SMS, proposals, accounting and payments, with custom API solutions that remove manual work.
What we automate
Pick an automation to see what it does and an example workflow.
Website forms
Efficient lead capture is the cornerstone of any sales strategy. We route form data from any platform straight into Pipedrive.
Example workflow
Facebook Lead Ads
Capture leads from Facebook ads and sync them into Pipedrive with campaign details for accurate tracking.
Example workflow
Example: Someone requests a free consultation from your ad. Their details land in Pipedrive and a rep is assigned straight away.
Google Ads landing pages
Landing page forms connected to Pipedrive so every paid lead is captured, categorised and assigned.
Example workflow
Example: A lead fills in a Typeform after clicking your ad. They’re added to Pipedrive, tagged with the keyword and sent a demo invite.
Funnels & memberships
Sales funnels and membership platforms connected so buyers and members flow into Pipedrive.
Example workflow
Scheduling
Every meeting, demo and consultation tracked in Pipedrive with scheduling tool integrations.
Example workflow
SMS
Consistent, timely SMS engagement with prospects and customers through tools like JustCall.
Example workflow
Autodialer
Autodialer tools synced with Pipedrive so the right people are always on the call list.
Example workflow
Accounting
Financial processes connected to your sales pipeline with QuickBooks and Xero.
Example workflow
Proposals & e-sign
Document workflows with PandaDoc and Qwilr, driven by your pipeline stages.
Example workflow
Email parser
Data extracted from incoming emails to create or update records in Pipedrive.
Example workflow
Payments
Payment tools like Stripe connected to Pipedrive to simplify transactions.
Example workflow
Why automate
Form syncs, meeting sync and automatic follow-ups typically save each rep 5–10 hours a week.
Every lead, booking and payment is captured and followed up automatically.
100+ integrations, plus custom builds with Zapier, Make or the Pipedrive API.
How we work
Every automation is designed with you, then tested properly before it touches live data.
We list the repetitive tasks and handoffs that slow your team down.
Triggers, conditions and actions agreed with you before we build.
Built in a sandbox and tested with your real-world examples and edge cases.
Gradual rollout, monitoring and fixes so everything runs reliably.
An extended trial through CRM Squirrel, with expert help to set up the automations that save your team the most time.
FAQ
Can’t find what you need? Ask the team — we reply within one business day.
Form-to-Pipedrive automations, Calendly meeting sync and SMS automations save the most time. Automated follow-up sequences and lead assignment rules typically save 5–10 hours per week per rep. We focus on removing manual data entry so nothing falls through the cracks.
Yes. We integrate Pipedrive with 100+ tools including Slack, QuickBooks, Calendly, Typeform and Microsoft 365. Where no native integration exists, we build custom solutions with Zapier, Make or the Pipedrive API.
We’ve built multi-step automations with conditional logic, parallel workflows and cross-system triggers, including commission calculations, lead scoring models and multi-touch nurture campaigns. If you can define the logic, we can build it.
Good automation adds personalisation rather than removing it. We automate repetitive tasks so your team can focus on meaningful conversations with customers.
We use sandbox environments and test scenarios covering edge cases and errors. Every automation is QA-tested with your real examples, then rolled out gradually to catch issues early.
Certified Pipedrive partner
Book a free 30-minute call. We’ll map your sales process and show you the quickest wins — no obligation.
Not ready for a call?
Tell us how you sell today. We’ll send back the one or two gaps costing you deals — and the quickest fix.