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Integrate Sage Accounting with Pipedrive to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Sage Accounting

A trigger is an event that starts your Zap and runs the workflow. For example, with Sage Accounting, a trigger could be "New Contact Payment."

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

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

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

That’s it! You just connected Sage Accounting to Pipedrive

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.

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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

Set up your first integration

Quickly connect Sage Accounting to Pipedrive with a Zapier template.

Our most popular template

Create new Sage Accounting customers from Pipedrive activities
Details
Try it
Pipedrive + Sage Accounting
Update Pipedrive deals whenever Sage Accounting sales quotes are updated
Details
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Sage Accounting + Pipedrive
Create Sage Accounting customers for new Pipedrive deal matching filters
Details
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Pipedrive + Sage Accounting

Create new Sage Accounting customers from Pipedrive activities

Pipedrive + Sage Accounting

Update Pipedrive deals whenever Sage Accounting sales quotes are updated

Sage Accounting + Pipedrive

Create Sage Accounting customers for new Pipedrive deal matching filters

Pipedrive + Sage Accounting

Make work flow with AI

Level up your Sage Accounting to Pipedrive 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.

Connect Sage Accounting and Pipedrive 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.

Connect Sage Accounting and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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 Contact Payment
Triggers when a new contact payment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It

Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It

Updated Service
Triggers when a service is updated.
Trigger
Scheduled
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Invoice_number
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
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
- Product Code or Description
  Required
- Owner
- Address
Action
Write
- Product Code or Description
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
  Required
- 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
- Product Code or Description
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
  Required
- 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?
- Product Code or Description
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Product Code or Description
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Search or write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
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
- Product Code or Description
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
  Required
- 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
- Product Code or Description
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
  Required
- 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?
- Product Code or Description
  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
  Required
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

Learn how to automate Sage Accounting on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

Accounting

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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