Pipedrive By Motii
Sync customers, contacts, sites, quotes/jobs and schedules between Simpro and Pipedrive, so sales and operations always work from the same data.
Description
Our proprietary Simpro integration is built on a simple idea: your systems should work together, not against each other. We've built a purpose-made connection between Simpro and Pipedrive that syncs customers, contacts, sites, quotes, jobs and schedules automatically, developed and refined through real client implementations rather than a generic connector. It's the same connected, measurable approach we bring to every platform we work with, applied specifically to solve the sales-to-operations handover for Simpro users.
At Motii, we turn disconnected business systems into one connected, automated engine, helping businesses streamline sales, marketing and operations across their whole technology stack, not just one platform, so their tools work together and teams get complete visibility across the business.
As 4x Pipedrive Partner Award Winners with a 4.9-star Google rating, and trusted partners of Pipedrive, Mailchimp, monday.com, CloudTalk, Fin and Zapier, businesses across APAC trust Motii to get more from their technology today while building systems that scale for tomorrow.
Features
No more double entry
Customer details update automatically between Simpro and Pipedrive, so you never have to enter them twice.
Everyone knows who to call
Contacts in Simpro show up as people in Pipedrive, so sales and operations are always on the same page
Full visibility on site
Site details flow from Simpro into Pipedrive, so sales can see exactly where a job is happening, even if a customer has more than one site.
Track jobs without leaving Pipedrive
Simpro quotes and jobs show up as deals in Pipedrive, so sales can follow progress without logging into Simpro.
Never miss an install or inspection
Simpro schedules show up as activities in Pipedrive, so sales always knows when work is happening on site.
Media
Integration Diagrams
Simpro Customer (Company / Individual)
Pipedrive Organisation / Person
Simpro Contact
Pipedrive Person
Simpro Site
Pipedrive Person/Deal field
Simpro Quote/Job
Pipedrive Deal
Simpro Schedule
Pipedrive Activity
Reviews
Resources
FAQ
It connects Simpro and Pipedrive so customer, job and schedule information stays in sync between the two, without anyone re-typing it.
Customers, contacts, sites, quotes/jobs and schedules. Most of it can sync both ways, though we usually recommend one-way sync for schedules to keep things simple.
No. The integration runs in the background and respects Simpro's API limits, so it won't interfere with your day-to-day use.
It depends on how much syncing you need and how complex your setup is. A simple one-way sync is quicker; a full two-way sync across all record types takes longer to map and test properly.