Connect Pipedrive and Simpro to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Pipedrive to Simpro with a Zapier template.

Our most popular template

Create Pipedrive organizations from new simPRO company customers
Details
Try it
Simpro + Pipedrive
Create Simpro customers from new Pipedrive leads
Details
Try it
Pipedrive + Simpro
Create individual customers in Simpro from new activities in Pipedrive
Details
Try it
Pipedrive + Simpro
Create new Simpro customers from new persons in Pipedrive
Details
Try it
Pipedrive + Simpro
Create new service quotes in Simpro for every new deal in Pipedrive
Details
Try it
Pipedrive + Simpro
Create new Pipedrive deals from new Simpro quotes
Details
Try it
Simpro + Pipedrive

Create Pipedrive organizations from new simPRO company customers

Details

Try it

Simpro + Pipedrive

Create Simpro customers from new Pipedrive leads

Details

Try it

Pipedrive + Simpro

Create individual customers in Simpro from new activities in Pipedrive

Details

Try it

Pipedrive + Simpro

Create new Simpro customers from new persons in Pipedrive

Details

Try it

Pipedrive + Simpro

Create new service quotes in Simpro for every new deal in Pipedrive

Details

Try it

Pipedrive + Simpro

Create new Pipedrive deals from new Simpro quotes

Details

Try it

Simpro + Pipedrive

How Zapier works

Zapier makes it easy to integrate Pipedrive with Simpro - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipedrive

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipedrive, a trigger could be "New Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from Simpro

An action is what takes place after the automation is triggered. For example, with Simpro, the action could be "Create Company Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipedrive to Simpro

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pipedrive to Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Pipedrive + Simpro integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Simpro

How do I set up the integration between Pipedrive and Simpro?

To set up the integration between Pipedrive and Simpro, you need to use our platform to connect both applications. Start by choosing Pipedrive as your trigger app and select the event that will initiate the workflow. Then, choose Simpro as your action app and define what response you want it to perform once the trigger event occurs. This might include creating a project or updating client information in Simpro.

What triggers are available when integrating Pipedrive with Simpro?

When integrating Pipedrive with Simpro, you can use triggers such as 'New Deal', 'Updated Deal', or 'New Activity' in Pipedrive. These triggers can automate actions like creating a new job in Simpro, updating project details, or sending notifications.

Can I customize actions in Simpro based on specific triggers from Pipedrive?

Yes, you can customize actions in Simpro based on specific triggers from Pipedrive. For instance, when a new deal is won in Pipedrive, you could automatically create a corresponding project in Simpro with predefined parameters such as deadline dates or assigned team members.

Is it possible to update customer information across both systems simultaneously?

By using our integration platform, updates made to customer information in either Pipedrive or Simpro can be synchronized across both systems. This requires setting up a two-way sync action where updates on one platform reflect automatically on the other.

What should I do if my workflows between Pipedrive and Simpro are not working correctly?

If your workflows between Pipedrive and Simpro are not executing as expected, first check if all trigger conditions and actions have been configured properly. Ensure both applications are authorized correctly within our platform. If issues persist, consult our support team for troubleshooting assistance.

Does the integration support batch processing for data updates?

Currently, our integration supports individual transaction-based data processing rather than batch processing. Each trigger from Pipedrive will perform an action in Simpro independently.

Can I integrate other apps together alongside my Pipedrive to Simpro workflow?

Yes, you can incorporate additional applications into your workflow alongside Pipedrive and Simpro. This capability allows for more complex multi-step automations where data is passed seamlessly among several services before concluding with an action in your primary applications.

Connect Pipedrive and Simpro to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It

- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Is done?
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Person
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write
Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
Try It
Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when a quote is updated.
Trigger
Instant
Try It
Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
Try It
Site Updated
Triggers when a site is updated.
Trigger
Instant
Try It
- Title
- Given Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
Action
Search
- ID
- Staff
  Required
- Date
- Type
Action
Search
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write

- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Is done?
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search for an Exact Match?
- Assignee
- Project_id
- Is done?
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Search or write
New Company Customer
Triggers when a company customer is created.
Trigger
Instant
Try It
New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
Try It
New Site
Triggers when a site is created.
Trigger
Instant
Try It
- Company Name
  Required
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write
- Title
- Given Name
  Required
- Family Name
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- Name
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Techs
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Simpro on the Zapier blog

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.