Pipedrive

Connect your Pipedrive CRM to PayDock to sync contacts and products, automatically generate quotes from deals, and push invoicing events back to Pipedrive.

What the integration does

• Bidirectional contact sync — Persons and organizations from Pipedrive appear as contacts in PayDock. New PayDock contacts are pushed back to Pipedrive. Matching is done by email to prevent duplicates.
• Product sync — Pipedrive products land in the PayDock catalog with correct prices and tax rates.
• AI quote from deal — When a deal moves into a configured pipeline stage, PayDock automatically generates a quote with AI-drafted line items and email copy.
• Outbound events — Sent quotes, paid invoices and other events appear as notes in the Pipedrive deal feed.
• Sidebar panel — On deal, person and organization pages in Pipedrive you see a PayDock panel with ARR, total revenue, open invoices and overdue amounts.

Installing

There are two install routes:

1. From PayDock — In PayDock go to App Store → Pipedrive → Install. You are redirected to Pipedrive to grant access and then returned to PayDock.
2. From Pipedrive Marketplace — Search 'PayDock' in the Pipedrive Marketplace and click Install. You can choose to create a new PayDock account or link to an existing company.

Required OAuth scopes

Configuring sync

Open the Pipedrive app settings in PayDock. For each object you can choose the direction:

• Pipedrive → PayDock — Pull only.
• PayDock → Pipedrive — Push only.
• Both directions — Fully bidirectional with email matching.
• Only new from now on — Skip existing records and only sync new ones.

The full sync runs nightly at 04:00 UTC. You can click 'Sync now' at any time for a manual run. The Logs tab shows the last 50 sync runs with status and duration.

AI quote trigger

In the Triggers tab you select a pipeline and one or more stages. When a deal enters such a stage, the following happens:

1. PayDock fetches the deal with person, organization, products and custom fields.
2. The contact is matched or created in PayDock.
3. The AI model generates line items and a draft email based on the deal context.
4. A quote is created with external_id pipedrive:deal:{id} — idempotent, so the same deal never gets two quotes.

Use 'Test trigger' with a real deal id to validate the prompt and output without creating a quote.

Outbound events

The following events are posted within one minute as a note in the linked Pipedrive deal:

Per event you can choose in settings whether it is forwarded. On Pipedrive errors the event is held in a queue with exponential backoff (max 6 attempts).

Sidebar panel in Pipedrive

On deal, person and organization pages in Pipedrive a 'PayDock invoices' panel automatically appears. It shows:

• ARR — Annual recurring revenue from active subscriptions.
• Total revenue — Sum of all paid invoices.
• Open invoices — Count and total of unpaid invoices.
• Overdue — Amount past due date.
• Latest invoice — Direct link to the most recent invoice in PayDock.

If no contact is linked yet, the panel shows a link to create the customer in PayDock.

Security

• OAuth tokens are stored encrypted (pgsodium) and not readable via the regular API.
• Token refresh happens automatically with a database lock to prevent duplicate refresh requests.
• The sidebar panel validates every request with HTTP Basic Auth against Pipedrive's client credentials.
• On disconnect, tokens are deleted, webhooks unsubscribed and queue items stopped.

Disconnecting

In the Pipedrive app settings click 'Disconnect'. This removes OAuth tokens, unsubscribes the webhook and stops further events. Already synced contacts, products and quotes remain in PayDock.

Need help

Email support@paydock.nl with your PayDock company and the Pipedrive deal id and we will take a look.