CRM
In betaPipedrive integration for sign and print shops
When your salespeople win a deal in Pipedrive, production shouldn't have to retype it. PrinterFlo turns each deal you mark Won into a sales order, with the customer and the deal's products, ready on your board. It's one way and read-only: PrinterFlo reads your won deals and writes nothing back to Pipedrive. The app is in review for the Pipedrive Marketplace now; shops can connect it once Pipedrive approves the listing.
What the Pipedrive integration does
- → A deal marked Won becomes a PrinterFlo sales order within seconds, titled "Pipedrive: <deal>".
- → The deal's person and organization become the PrinterFlo customer, matched to one you already have by email.
- → The deal's products arrive as the order's lines; a deal without products arrives as one line at the deal value.
- → Winning the same deal again never makes a second order.
- → Reopen or lose a deal after it was won and its order is left alone, with a note, because production may have started.
- → Each order links back to its deal in Pipedrive.
How it works
- 1
Connect Pipedrive
Once Pipedrive approves the listing: install PrinterFlo from the Pipedrive Marketplace, or sign in to PrinterFlo, open Settings → Integrations → Pipedrive and press Connect to Pipedrive. Approve at Pipedrive; PrinterFlo never sees your Pipedrive password.
- 2
Win deals as usual
Mark a deal Won in Pipedrive. PrinterFlo picks it up straight away and creates the order on your first order stage.
- 3
Produce from PrinterFlo
Review the order, adjust prices or specs if you need to, and send proofs and invoices from PrinterFlo as you always do.
Best for
Sign, print and wide-format shops whose salespeople live in Pipedrive and whose production lives in PrinterFlo.
Pipedrive integration — FAQ
Does PrinterFlo integrate with Pipedrive?
Yes. Connect your Pipedrive account and every deal you mark Won arrives in PrinterFlo as a sales order, with its customer and products. The app is in review for the Pipedrive Marketplace now, and shops can connect it once Pipedrive approves the listing.
What exactly syncs?
Won deals, one way, from Pipedrive into PrinterFlo: the deal's title, its person and organization (as the customer), and its products with quantities and prices. PrinterFlo writes nothing back to Pipedrive.
What permissions does it ask for?
Basic account info, read access to deals and to people and organizations, and permission to create and delete its own webhook, which is how Pipedrive tells PrinterFlo a deal was won. No access to your email, activities or anything else.
What if a deal is won twice, reopened or deleted?
Winning the same deal again never creates a second order. If a won deal is reopened or lost, its order stays as it is, with a note on the order so you can decide. Deleting a deal in Pipedrive doesn't change the order.
Are deals I won before connecting brought in?
No, only deals won after you connect. That keeps a shop's board from filling up with old, already-finished work the moment it connects.
Does it work with all my pipelines?
Yes: a deal marked Won in any pipeline becomes an order.
How do I disconnect?
Press Disconnect on PrinterFlo's Pipedrive settings page, or uninstall the app in Pipedrive. Orders already created stay in PrinterFlo; won deals stop arriving.
Want Pipedrive in PrinterFlo?
Join early access, tell us this is the integration you need, and we'll get you in first when it ships.
Request early access