Connect Pipedrive

The Pipedrive integration keeps your partnership data and your CRM in sync automatically. Partners and referrals you manage in Lasso appear in Pipedrive as the right organizations, people, and deals. When a deal moves forward in Pipedrive, the matching referral in Lasso updates to match. Your partnership team works in Lasso, your sales team works in Pipedrive, and both sides stay current.

How it works

The integration is bidirectional. Data flows in both directions: changes you make in Lasso are reflected in Pipedrive, and changes in Pipedrive are reflected in Lasso. Partners and their contacts stay current as organizations and people, referrals become deals with the referring partner attached, and deal progress stays aligned between the two systems. Lasso matches to your existing Pipedrive records wherever it can, so connecting keeps your CRM clean rather than creating duplicates.

Report on partner-sourced pipeline inside Pipedrive

As it syncs, Lasso stamps two identifiers onto your Pipedrive records: one that marks which partner is attached to a record, and one that marks which referral it came from. Lasso creates these fields for you and keeps them populated as partners and referrals sync, on your deals, people, and organizations.

Because they live on your own records, you can filter and report on partner-sourced pipeline entirely inside Pipedrive, without logging into Lasso. Filter your deals to a single partner, or to everything partner-sourced, right alongside the rest of your CRM data.

Create referrals and partners from Pipedrive

Your sales team doesn’t have to leave Pipedrive to bring something into Lasso. From a Pipedrive deal, person, or organization, they can jump straight into Lasso to create a referral or a partner, with the details from that Pipedrive record carried over so they’re not retyping anything. It’s a quick handoff from where your team already works.

Before you start

• A Pipedrive account with admin access to authorize the connection.
• Admin access in Lasso.

What you can configure

Once connected, you can tailor how the two systems work together:

• Partner & referral sync: how partners and referrals are represented in Pipedrive.
• Pipeline stage mapping: how your Pipedrive stages line up with Lasso referral statuses, both ways.
• Field mapping: exactly what data Lasso writes to each Pipedrive record. See CRM field mapping.

Connect