SalesPartner
+ Pipedrive
Every conversation logged. Every appointment synced. Every status updated. Your Pipedrive stays current without lifting a finger.
Pipedrive
Sales-focused CRM leader
The CRM designed by salespeople, for salespeople. Trusted by over 100,000 companies worldwide for pipeline management and deal tracking.
Your CRM. Always Current.
SalesPartner handles the conversations. Pipedrive keeps the records. Every text, every call, every appointment—automatically logged to the right Person or Deal. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Pipedrive within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
All Plans Included
API access free on Essential through Enterprise.
What Gets Synced
Every meaningful interaction flows into Pipedrive automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create meeting activities
Appointment Rescheduled
Time changes sync to existing activity
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Deal Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Pipedrive
One-click OAuth connection
Click "Connect Pipedrive" and authorize access. No API keys to copy. No credentials to manage. OAuth 2.0 handles everything securely.
Map Your Contacts
Link leads to Pipedrive records
New leads get matched to existing Pipedrive Persons by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Pipedrive Updates
Activities appear in real-time
Every interaction creates a Note or Activity on the Person/Deal record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Pipedrive
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Pipedrive reports and dashboards.
No Double Entry
Stop copying conversation notes into Pipedrive. Stop updating statuses manually. It just happens.
Workflow Ready
Use Pipedrive Automations to trigger actions based on SalesPartner activities. Send alerts, update deals, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Pipedrive before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Pipedrive API v1/v2
Authentication
OAuth 2.0 or API Token
Sync Direction
One-way (SalesPartner → Pipedrive)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Essential, Advanced, Professional, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/v1/notesLog message activities/v2/activitiesCreate appointments/v1/persons/{id}Update lead status