Keep Pipedrive persons and organizations matched
Two small Zaps, one for each direction, keep QuoteCloud contacts and Pipedrive persons matched on email address, with each new person linked to their organization.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Use two Zaps with QuoteCloud's Zapier app, on Essentials and up. The first starts with Pipedrive's New Person trigger and runs QuoteCloud's Find or Create Contact. The second starts with QuoteCloud's New Contact Created and runs Pipedrive's Find or Create Organization and Find or Create Person. Each runs one way; together they cover both directions.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Ashby Lane Recruitment's QuoteCloud contacts: Owen Mercer, found or created by a Zap from Pipedrive; Priya Natarajan, added in QuoteCloud and sent to Pipedrive; Andrew Lim, found by a Zap. In front, an illustration of Owen Mercer's Pipedrive person record: head of engineering at Kiteline Software, owen.mercer@example.com, owner Jonah Pierce.
Why keep Pipedrive persons and QuoteCloud contacts matched?
Ashby Lane's consultants add people to Pipedrive after intake calls. While quoting, they add more in QuoteCloud: a finance manager who has to co-sign the terms, a procurement lead who wants a copy. Without a link, one list always lags behind the other.
Matching on the email address keeps it simple: the same email is the same person in both apps, and the company name finds the Pipedrive organization.
- Zap 1 brings each new Pipedrive person into QuoteCloud, without duplicates.
- Zap 2 creates each new QuoteCloud contact in Pipedrive, linked to their organization.
- Then draft quotes from the deal with the right people already in both apps.
Zap 1: from Pipedrive into QuoteCloud
ZapNew Pipedrive person: find or create in QuoteCloud
-
When
PipedriveTriggerNew PersonFires when a person is added in Pipedrive.Passes on
- Name
- Organization ID
- Only if Filter by ZapierFilterOnly continue if Email exists: QuoteCloud matches on it.
-
Then
PipedriveSearchGet OrganizationReads the organization's name.Searches on
- Organization ID
-
Then
QuoteCloudSearchFind or Create ContactFinds the contact by email, or creates it with the name and company.Searches on
- First name
- Last name
- Company
Jonah Pierce adds Owen Mercer, head of engineering at Kiteline Software, after an intake call. The Zap finds Owen in QuoteCloud by email, or creates him, so he's there when the proposal is.
Result
Every new Pipedrive person with an email is a QuoteCloud contact, without duplicates.
QuoteCloud's Zapier app: Essentials and up
How recruiters connect QuoteCloudZap 2: from QuoteCloud back to Pipedrive
ZapNew QuoteCloud contact: person and organization in Pipedrive
-
When
QuoteCloudTriggerNew Contact CreatedFires when a contact is added in QuoteCloud.Passes on
- First name
- Last name
- Company
-
Then
PipedriveSearchFind or Create OrganizationFinds the organization by name, or creates it.Searches on
- Name
-
Then
PipedriveSearchFind or Create PersonFinds the person by email, or creates them with the organization from the step before.Searches on
- Email Addresses
- Person Name
- Organization
A person Zap 1 brings into QuoteCloud also fires Zap 2. Find or Create Person then finds the same email and stops there: no duplicate, one extra Zapier task.
While preparing Kiteline's terms, Jonah adds finance manager Priya Natarajan in QuoteCloud as a second signer. The Zap finds Kiteline Software in Pipedrive and creates Priya there, linked to it.
Result
New QuoteCloud contacts land in Pipedrive as persons, matched on email and linked to their organization.
QuoteCloud's Zapier app: Essentials and up
The same people, in both apps
Contacts QuoteCloud address book
- Owen MercerHead of engineering · Kiteline Softwareowen.mercer@example.com Found or created by a Zap from Pipedrive
- Priya NatarajanFinance manager · Kiteline Softwarepriya.natarajan@example.com Added in QuoteCloud by Jonah · sent to Pipedrive
- Andrew LimChief executive officer · Bellbrook Foodsandrew.lim@example.com Found by a Zap (already in QuoteCloud)
Zap 2
- New Contact Created
- Find or Create Organization
- Find or Create Person
Person · ID 5527Priya NatarajanFinance manager · Kiteline Software
- priya.natarajan@example.com
- Organization
- Kiteline Software
- Owner
- Jonah Pierce
- Label
- Met while quoting
Activity timeline
- Person created from QuoteCloudLinked to the organization Kiteline SoftwareWed 21 Oct · 10:32 am · Added by a Zap
Illustration with sample data: a generic CRM record, not Pipedrive’s screen.
The person record is our illustration of a generic CRM with sample data, not Pipedrive's screen.
Field map for both Zaps
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Zap 1 · Pipedrive to QuoteCloud (Find or Create Contact) | |||||
| Pipedrive to QuoteCloud | Contact field | owen.mercer@example.com |
The match key. | ||
| Name | Pipedrive to QuoteCloud | First name, Last name | Contact field | Owen Mercer |
Split the name with Formatter by Zapier if your trigger gives one field. |
| Organization name (Get Organization) | Pipedrive to QuoteCloud | Company | Contact field | Kiteline Software |
|
| Zap 2 · QuoteCloud to Pipedrive | |||||
| Organization name (Find or Create Organization) | QuoteCloud to Pipedrive | Company | Organization field | Kiteline Software |
|
| Email Addresses (Find or Create Person) | QuoteCloud to Pipedrive | Person field | priya.natarajan@example.com |
Matched first: an existing person is found, not duplicated. | |
| Person Name | QuoteCloud to Pipedrive | First name, Last name | Person field | Priya Natarajan |
|
Each Zap runs one way. All values are sample data.
Variations on these Zaps
Copy changes, not only new people
Add Zaps on Pipedrive's Updated Person and QuoteCloud's Contact Updated, running Update Contact or Update Person in the other app.
Start from new organizations
Pipedrive's New Organization trigger can find or create a QuoteCloud contact for the organization's main contact.
Label people who came from QuoteCloud
After Find or Create Person, Pipedrive's Add Label to Person can mark people your team met while quoting.
Build it in Make instead
Bring your own: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Pipedrive modules. No ready-made QuoteCloud app on Make.
Build both Zaps with a free trial
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and test with @example.com people.
Build both Zaps in five steps
Agree the match key
Use the email address for people and the company name for organizations.
Zap 1: New Person to Find or Create Contact
Pipedrive's New Person trigger, a Filter by Zapier step on Email, Get Organization, then QuoteCloud's Find or Create Contact.
Zap 2: New Contact Created to Find or Create Person
QuoteCloud's New Contact Created trigger, then Pipedrive's Find or Create Organization and Find or Create Person.
Test with @example.com people
Add a test person in each app and check they appear once in the other.
Turn both on
Switch both Zaps on, and watch the first day's runs in Zapier's history.
Questions about matching people
Does QuoteCloud copy Pipedrive persons into its contacts by itself?
No. QuoteCloud has no direct connection to Pipedrive, so people move between the apps only through Zaps you build, or a Make scenario. Two Zaps keep both lists matched: one from Pipedrive's New Person trigger to QuoteCloud's Find or Create Contact, one from QuoteCloud's New Contact Created to Pipedrive's Find or Create Person.
Will the Zaps create duplicate people?
Not when each one matches on email. QuoteCloud's Find or Create Contact uses the contact it finds, and Pipedrive's Find or Create Person finds a person by email before creating one. People without an email are skipped by the filter in Zap 1.
Can a new QuoteCloud contact be linked to the right Pipedrive organization?
Yes. Zap 2 runs Pipedrive's Find or Create Organization on the contact's company name first, then Find or Create Person with that organization. Use the same spelling of company names in both apps, or the Zap will create a second organization.
Do the matching Zaps carry a QuoteCloud document fee?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume is for documents created through Zapier or the API, and finding or creating people doesn't create documents. Each step uses a Zapier task, and QuoteCloud's Zapier app is on the Essentials plan and up.
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.
- 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.
- Connect Pipedrive to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Pipedrive in Zapier, build the first Zap and test it.
- 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.
One person, one email, both apps.
Start a free 14-day trial and keep your Pipedrive persons and QuoteCloud contacts matched.