Pipedrive & Synergy

Effortlessly connect your CRM and project management for a data-driven, sales-boosting powerhouse.

The Pipedrive integration with Synergy via Zapier allows users to establish triggers and actions for a seamless exchange of project data. Connect effortlessly, ensuring a streamlined experience for your project teams.

Pipedrive is sales pipeline and CRM software for deal makers.

Key Benefits

Connecting Pipedrive and Synergy provides major advantages:

Automatic lead and contact data sync: Say goodbye to manual data entry and hello to accurate, up-to-date information
Track pipeline health and project ROI: Gain real-time insights into lead conversion, project profitability, and team performance
Improve collaboration between sales and project teams: Share project updates, assign tasks, and communicate seamlessly within Pipedrive
Boost sales productivity: Eliminate data silos and streamline workflows, freeing up time for what matters most: closing deals
Suggested Zaps: New or Updated Contact, New or Updated Project, New or Updated Project Contact, Updated Project Status

Integrating Pipedrive and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Create Project

Create Personnel

Update Personnel

Create a Company

Update Company

Updated Proposal Sub-Status

Update Project Details

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Project Details Changed

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

1. Click on the Make a Zap button.
2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
3. Connect Synergy and a complementary app to Zapier.
4. Follow the steps to set up the Zapier automation, known as a Zap.
5. Test out your new Zap.
6. Data passes securely to Synergy via the PremiumAPI.
7. You’re all set! The automation runs in the background, giving you time back in your day.

Pipedrive & Synergy

Effortlessly connect your CRM and project management for a data-driven, sales-boosting powerhouse.

Key Benefits

Supported actions and triggers

Create Project

Create Personnel

Update Personnel

Create a Company

Update Company

Updated Proposal Sub-Status

Update Project Details

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Project Details Changed

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

Becoming the backbone of successful architecture and engineering practices since 1999.

By Practice

By Role

Pipedrive & Synergy

Effortlessly connect your CRM and project management for a data-driven, sales-boosting powerhouse.

Key Benefits

Supported actions and triggers

Create Project

Create Personnel

Update Personnel

Create a Company

Update Company

Updated Proposal Sub-Status

Update Project Details

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Project Details Changed

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

Becoming the backbone of successful architecture and engineering practices since 1999.

By Practice

By Role

Log In

Book a demo