Pipedrive integration for transferring customers and deals to ZEP
With the ZEP Pipedrive integration, organizations, contacts, and deals flow automatically from Pipedrive into ZEP – won deals become bookable projects right away. Pipedrive remains the leading CRM system, while ZEP handles time tracking, project controlling, and billing.
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Benefits of the Pipedrive integration
From sales pipeline to billable project – without manual data maintenance.
Transfer customer master data automatically
- Name, address, phone number, website, and notes flow directly from Pipedrive into ZEP
- Linked persons are automatically created as contacts for the right customer
- Pipedrive remains the leading system – changes take effect in ZEP with the next sync
Deals become ZEP projects
- Deals in defined pipeline stages are automatically created as projects in ZEP
- Deal title, customer, and deal value as planned labor budget are transferred directly
- Project start date is set to either the deal's creation date or its expected close date
Flexible import control
- Choose between a full import, changes since the last sync, or imports from a specific date
- Pipeline and stages for project creation are freely configurable
- Secure authentication via API token or OAuth 2.0
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How to configure the Pipedrive integration
Connect Pipedrive with ZEP
You can find the Pipedrive integration in ZEP under Administration > Interfaces > Interface Marketplace. Select Pipedrive and click “Add” – you will be guided through the booking process automatically. To connect, you need your Pipedrive subdomain and an API token or an OAuth app from Pipedrive.
Then define which pipeline stages automatically create deals as projects in ZEP – from that point on, synchronization runs automatically in the background.
You can find all setup details in our Help Center.
FAQ
Frequently asked questions and answers about the ZEP Pipedrive integration.
Who is the Pipedrive integration with ZEP for?
The integration is suitable for consulting and service companies that use Pipedrive as their sales CRM and ZEP for project time tracking, project controlling, and billing. Teams that want to seamlessly turn won deals into billable projects benefit most – without maintaining master data manually in two systems.
What is Pipedrive and how does it differ from ZEP?
Pipedrive is a sales CRM for sales pipelines, focused on deal management and stage-based selling. ZEP is a project time tracking and billing platform for service providers. The integration connects both worlds: customer data and won deals from Pipedrive flow automatically into ZEP, where projects are immediately bookable and billable – without duplicate data maintenance.
Does Pipedrive synchronization work in both directions?
No, the integration transfers data exclusively from Pipedrive to ZEP. Pipedrive remains the leading system for organizations, persons, and deals. You make changes in Pipedrive – ZEP adopts them automatically with the next sync. The customer number can be adjusted in ZEP without interrupting synchronization.
Can Pipedrive deals automatically be created as projects in ZEP?
Yes. In ZEP, you define which pipeline and which stages are considered – as soon as a deal reaches a configured stage, it is automatically created as a project in ZEP. The deal value is transferred as the planned labor budget, and the project start date is set to either the creation date or the expected close date. To make the project bookable, you only need to assign tasks and project members afterwards.
What data is synchronized from Pipedrive to ZEP?
The integration transfers organizations as customers to ZEP – including name, address, phone number, website, and notes. Linked persons are created as contacts for the matching customer, with name, email, phone number, and position. In addition, deals can be transferred as projects – with deal title, customer, project start date, and deal value as the planned labor budget.
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