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Pipedrive Integration

Bring Pipedrive deals and activity into first-party attribution

The Convertmax Pipedrive app connects deals and activity to the campaigns and journeys that created pipeline and closed revenue. Pipedrive stays the CRM.

Install Convertmax from the Pipedrive Marketplace so deal and activity data can sit with first-party site and campaign reporting.

A Pipedrive Marketplace app for deals and activity inside the same first-party reporting layer as your site and campaign data.

What the integration does

What you can do today

Deal and activity sync, campaign attribution, and revenue reporting for teams that run pipeline in Pipedrive.

Pipedrive Marketplace install

Add Convertmax from the Pipedrive Marketplace so the connection is approved and available where your team already manages the CRM.

Deals and activity

Bring Pipedrive deals and activity into Convertmax so customer journeys reflect what happened in the CRM, not only on the website.

Campaign attribution

Tie Pipedrive deals and activity to first-party campaigns so source reporting is not limited to a single CRM field.

Closed revenue

Use won Pipedrive deals as revenue outcomes so marketing and RevOps can connect closed revenue back to campaigns and journeys.

Same reporting layer

Keep Pipedrive as the system of record and read deal outcomes next to site, form, and campaign data in Convertmax.

Revenue reporting

Report Pipedrive pipeline and closed revenue by the campaigns and touchpoints that preceded the deal.

Built for revenue-focused attribution

Connect revenue activity to first-party marketing measurement

Pipedrive is a strong fit when the team manages pipeline in the CRM and still needs a first-party view of which marketing activity influenced deals and closed revenue.

Deal and activity data from Pipedrive joins site and campaign journeys so marketing can see what preceded pipeline movement and won deals.

How it works

From connection to revenue reporting

  1. 1

    Install from the Pipedrive Marketplace

    Add Convertmax from the Pipedrive Marketplace and connect the account whose deals and activity should flow into reporting.

  2. 2

    Sync deals and activity

    Pipedrive deals and activity come into Convertmax as first-party CRM context for attribution.

  3. 3

    Join the customer journey

    Those records sit with site visits, campaigns, and forms so the path before the deal stays attached.

  4. 4

    Track closed revenue

    Won deals from Pipedrive can be read as revenue outcomes tied back to the customer journey.

  5. 5

    Report by source

    Use Pipedrive deals and activity alongside site and campaign data to see which channels moved pipeline and closed revenue.

Get started with Pipedrive + Convertmax

Install Convertmax from the Pipedrive Marketplace. Questions about deals, activity, or revenue reporting? Email help@convertmax.io.