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 and your sales team works in Pipedrive.

How it works

Partners and their contacts appear in Pipedrive as organizations and people, and referrals become deals with the referring partner attached. Deal progress flows back: when a deal moves in Pipedrive, the linked referral in Lasso follows. Lasso looks for your existing Pipedrive records before it creates new ones.

Report on partner-sourced pipeline inside Pipedrive

Lasso marks your Pipedrive records with which partner and which referral they belong to, so 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 where you can authorize an app.
• The Developer or Partner Settings Write permission 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