Connect Pipedrive to QuoteCloud, step by step
Pipedrive connects to QuoteCloud through Zapier, one Zap per job. Here's how to set up the first one, find the deal again from QuoteCloud, and where Make fits if your team builds its own.
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Pipedrive connects to QuoteCloud through QuoteCloud's Zapier app, on Essentials and up. In Zapier, create a Zap, pick a trigger such as Pipedrive's Updated Deal Stage or QuoteCloud's Document Signing Complete, sign in to both apps, add the steps and map the fields. Test with a sample deal, then turn it on.
Last reviewed by the QuoteCloud team
Three illustrative Zap editor panels with sample data, taking turns at the front. Step 1: QuoteCloud's Document Signing Complete trigger; the test found QF-4122, signed by Jake Calder. Step 2: Pipedrive's Get Deal, on the Pipedrive deal ID kept in a data item; it found deal 2240. Step 3: Pipedrive's Update Deal, setting the status to Won.
How do I connect Pipedrive to QuoteCloud?
Through Zapier, one Zap per job. Here's the won-on-signature Zap; every recipe on this site is built the same way.
Check your plans
QuoteCloud's Zapier app is on Essentials and up. You also need a Pipedrive account and a Zapier plan that covers the tasks your Zaps will run.
Create a Zap, pick the trigger
Choose the app the event happens in, such as QuoteCloud's Document Signing Complete or Pipedrive's Updated Deal Stage.
Sign in to both apps
Zapier asks you to connect QuoteCloud and Pipedrive the first time you use each. Use accounts that can see the deals and documents.
Add steps, map fields
Add each step, such as Find Deals then Update Deal, and map fields from earlier steps. The field map lists them.
Test, then turn it on
Test each step with a test deal and an @example.com contact, check both apps, then switch the Zap on.
Step 1: the trigger, and its test data
Choose QuoteCloud, then Document Signing Complete. Zapier fetches a recently signed document as test data.
Check it has what you plan to use: the title or the Pipedrive deal ID data item, the reference and the signed date. If a field is missing, sign a complete test document and load fresh data.
The full recipe: won on signature1QuoteCloudTrigger
Document Signing Complete
- Account
- Quillfield IT (QuoteCloud)
- Trigger event
- Document Signing Complete
Test: Found a document: QF-4122, signed by Jake Calder
Illustration with sample data, not Zapier’s screen.
Step 3: Update Deal, mapped
Choose Pipedrive and Update Deal, map the Deal ID from the step that found the deal, and set Status to Won. The numbers show which step each value comes from.
- Update Deal also takes a stage, the expected close date and the deal value.
- Create Activity, Create Note and Attach File add a call, a note or the signed PDF to the deal instead.
- A Zap never ticks options or chooses content blocks in QuoteCloud documents.
3PipedriveAction
Update Deal
- Deal ID
- 2. ID
- Status
- Won
Test: Deal 2240 updated: status Won
Illustration with sample data, not Zapier’s screen.
Ready to build your first Zap?
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Pipedrive Zap with a test deal.
How does a Zap find the deal again?
Zaps that start in QuoteCloud have to find the Pipedrive deal. Get Deal finds it by its ID when the document keeps the ID in a data item, which the quote Zap fills, and when your trigger's test data shows it.
Otherwise, Find Deals searches on a field both apps share, such as the deal's title used as the document's title. Test with deals whose titles look alike.
When the Zap finds no deal2PipedriveSearch
Get Deal
- Deal ID
- 1. Pipedrive deal ID (the data item)
- If nothing is found
- Stop the Zap and show it as halted
Test: Found deal 2240: Calder Physio Group · Managed IT
Illustration with sample data, not Zapier’s screen.
Can I connect Pipedrive through Make instead?
Yes, if your team builds its own. Make is a bring-your-own route: you add a connection to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Pipedrive modules.
There is no ready-made QuoteCloud app or list of modules on Make, so you design each step yourself. The recipes on this site are shown as Zaps; the same QuoteCloud events and actions are there when you build them in Make.
- API access is on QuoteCloud's Essentials plan and up, like the Zapier app.
- What each route can and can't do.
Before you start
Essentials for Zapier
QuoteCloud's Zapier app and API, custom data items and the product library are on Essentials and up.
A Zapier plan
Zapier bills separately: choose a plan that covers the tasks your Zaps will run each month.
Test records only
A test deal, a test template and @example.com contacts, so nothing reaches a real client.
Templates first
Get your quote, proposal or contract template ready, with the data items your Zaps will fill.
Set-up questions
Is there a direct Pipedrive connection in QuoteCloud?
No. QuoteCloud connects to Pipedrive through Zapier, with QuoteCloud's Zapier app on the Essentials plan and up, or through Make as a bring-your-own setup with QuoteCloud's API. There's no Pipedrive setting inside QuoteCloud on any plan: each job, such as drafting quotes or marking deals won, is a Zap you build.
Do I need a developer to connect Pipedrive?
No. Zapier is built for people who aren't developers: you pick a trigger, steps and the fields to map. A developer who wants more control can call QuoteCloud's API from their own code or from a Make scenario instead; it's on the same Essentials plan as the Zapier app.
Which accounts should I connect in Zapier?
Connect QuoteCloud and Pipedrive with accounts that can see the deals, templates and documents the Zap uses. Many teams use a shared admin account so Zaps keep running when someone leaves. Each Zap you build runs one way, from its trigger to its steps.
How do I test without contacting a real client?
Use a test deal, a test template and contacts at @example.com addresses. Zapier tests run against your real apps: a test of Create Document makes a real document in QuoteCloud and a test of Update Deal changes a real deal, so keep tests few and on test records.
More on QuoteCloud and Pipedrive
Six use cases with the exact Zapier steps, then how to connect, test and what it costs.
- Create quotes from Pipedrive dealsA Zap drafts the quote from your template when a Pipedrive deal reaches a stage, with the deal's details in data items.
- See quote activity on the Pipedrive dealFirst views and signatures become notes on the Pipedrive deal, with a follow-up activity for the deal owner.
- Mark the Pipedrive deal won on signatureA Zap sets the Pipedrive deal's status to won the moment every signer has signed.
- File the signed PDF on the Pipedrive dealWhen every signer has signed, a Zap attaches the signed PDF to the Pipedrive deal in the same run.
- Keep Pipedrive persons and organizations matchedNew Pipedrive persons found or created in QuoteCloud, and new QuoteCloud contacts created in Pipedrive.
- Follow up expired and lost quotesAn expired quote becomes an activity for the deal owner; a lost one marks the deal lost, with a note.
- Pipedrive to QuoteCloud field mapEvery field the Pipedrive Zaps on this site pass, which way it travels and a sample value.
- Test and troubleshoot the Pipedrive ZapsTest with a sample deal, then fix the usual problems: no deal found, blank data items, expired PDF links.
- What QuoteCloud with Pipedrive can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Pipedrive connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Pipedrive.
Your first Zap, this afternoon.
Start a free 14-day trial of QuoteCloud, connect Pipedrive in Zapier and build your first Zap with a test deal.