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Tags: crm

Pipedrive Integration

Keep your CRM and document collection in sync. When you connect Pipedrive, FolioReady embeds directly in the Pipedrive sidebar so you can view folio status, create requests, and track document collection without switching apps. Contacts import in two clicks, folio events log as Pipedrive activities, and changes to contacts in either system stay in sync automatically.

Why Connect Pipedrive?

Work from inside Pipedrive

A FolioReady sidebar panel appears on every person and deal detail view. See linked folios, their status, and document progress without leaving the page. Need a new folio? Click "New Request" to create one right from the sidebar.

Stop retyping client details

Without the integration, you manually enter client names and emails into FolioReady — even though the same contacts already exist in Pipedrive. With the connection, search your Pipedrive contacts and import them in two clicks.

Contacts stay in sync both ways

When you update a contact's name or email in Pipedrive, FolioReady picks up the change automatically. No manual updates, no data drift.

See collection progress in Pipedrive

FolioReady creates a "FolioReady Status" custom field on your Pipedrive persons and deals. Your team sees exactly where document collection stands — "Collecting: 3/5 sections complete" or "Complete: All documents received" — without switching tabs.

Every event logged automatically

When a client opens a folio, uploads a file, or receives a reminder, FolioReady logs it as a Pipedrive activity on the linked person. Your CRM timeline tells the full story of every client interaction.

Optionally connect a client to a specific Pipedrive deal. Activities and status updates appear on both the person and the deal, so deal-stage reviews include document collection context.

Prerequisites

  • A Pipedrive account with admin or API access
  • An active FolioReady account

Connecting Your Account

Step 1: Open Integrations

Navigate to Integrations and find the Pipedrive card.

Find Pipedrive in the integrations list

Step 2: Authorize Access

Click Create Connection to start the authorization flow. You are redirected to Pipedrive where you sign in and grant FolioReady the following permissions:

Permission Description
Contacts Search, create, and update persons — used for importing contacts and writing status fields
Deals Read and update deals — used for deal linking and status field updates
Activities Create activities — used for logging folio events on persons and deals
Files Upload files — used for syncing client-uploaded documents to Pipedrive
Webhooks Receive notifications — used for syncing contact changes from Pipedrive to FolioReady
Grant FolioReady access to your Pipedrive account

Step 3: Confirm Connection

After granting access you are redirected back to FolioReady. The integration status changes to Available and your Pipedrive account details are displayed.

Pipedrive is now connected

Importing Contacts

Once connected, an Import from Pipedrive button appears on the Clients page.

Step 1: Search for a Contact

Click Import from Pipedrive to open the search modal. Type a name or email address — FolioReady searches your Pipedrive contacts and shows matching results.

Search for a Pipedrive contact to import

Step 2: Select a Contact and Deal

Select a contact from the results. If the contact has open deals, you can optionally link the client to a specific deal. Deal linking means activities and status updates will appear on both the person and the deal in Pipedrive.

Optionally link to a Pipedrive deal

Step 3: Client Created

The contact is imported as a FolioReady client with their name, email, and phone pre-filled from Pipedrive. The client is linked to the Pipedrive person (and deal, if selected) for ongoing sync.

No duplicates

If a client with the same Pipedrive person ID already exists, FolioReady links the existing client instead of creating a duplicate.

Once connected, a FolioReady panel appears in the sidebar of every person and deal detail view in Pipedrive.

What you see

  • Person view — All folios linked to this contact, with status, document count, and completion percentage
  • Deal view — Folios linked to the deal, with the same status details
  • No linked client — A "Link Client" button to connect the Pipedrive contact to an existing FolioReady client
FolioReady sidebar panel on a Pipedrive person detail view

Creating a folio from Pipedrive

Click New Request in the sidebar panel to open a modal. The contact's name and email are pre-filled from Pipedrive. Select a template, fill in the details, and create the folio — it appears in the sidebar immediately.

Create a new folio request without leaving Pipedrive

How It Works

Once a client is linked to a Pipedrive person, changes sync in both directions:

  Client                  FolioReady               Pipedrive
    │                         │                         │
    │   Upload files via      │                         │
    │   folio link            │                         │
    ├────────────────────────►│                         │
    │                         │                         │
    │                         │   Create activity        │
    │                         │   "File received: ..."   │
    │                         ├────────────────────────►│
    │                         │                         │
    │                         │   Update person field    │
    │                         │   "Collecting: 3/5..."   │
    │                         ├────────────────────────►│
    │                         │                         │
    │                         │   Add note               │
    │                         │   (event details)        │
    │                         ├────────────────────────►│
    │                         │                         │
    │                         │   Contact name/email     │
    │                         │   changed in Pipedrive   │
    │                         │◄────────────────────────┤
    │                         │                         │
    │                         │   Update linked client   │
    │                         │   in FolioReady          │
    │                         │                         │
    │   Folio updated         │                         │
    │◄────────────────────────┤                         │
    │                         │                         │

Events That Sync

FolioReady Event Pipedrive Activity
Folio opened "Folio opened: [name]"
Folio reviewed "Folio reviewed: [name]"
File uploaded "File received: [filename] in [folio]"
Reminder sent "Reminder sent to [email]"

Contact Sync from Pipedrive

When a contact's name or email changes in Pipedrive, FolioReady automatically updates the linked client. This keeps your records consistent without any manual work.

Pipedrive Change FolioReady Update
Person email changed Linked client email updated
Person name changed Linked client name updated

Custom Status Fields

On first sync, FolioReady creates two custom fields in Pipedrive:

  • "FolioReady Status" on Persons — shows the current collection status for the linked client
  • "FolioReady Status" on Deals — shows the same status for deal-linked folios

Status values update automatically:

Folio Status Field Value
Pending / Update / Review "Collecting: 3/5 sections complete"
Accepted "Complete: All documents received"
Expired "Expired"
Closed "Closed"
Per-user connection

Pipedrive is a per-user integration. Each team member connects their own Pipedrive account. Activities are attributed to the team member who manages the client.

FolioReady automatically refreshes your Pipedrive access tokens before they expire. You do not need to reconnect under normal circumstances.

You can check the status of recent events on the integration detail page under the Events section.

Disconnecting

To remove the integration, open the Pipedrive integration page and click Delete Connection. A confirmation dialog appears — click Delete to confirm.

What happens when you disconnect

Your Pipedrive tokens are removed from FolioReady and webhook subscriptions are deleted from Pipedrive. New folio events will no longer sync to Pipedrive, and contact changes in Pipedrive will no longer update FolioReady. Activities and custom fields already created in Pipedrive are not deleted — they remain in your Pipedrive account.

Troubleshooting

Connection Shows as Failed

If your connection status turns red, it means FolioReady could not refresh your access token after several attempts. This can happen if you revoke access from your Pipedrive settings or if your password changes.

Click Reconnect on the integration page to re-authorize.

Activities Not Appearing in Pipedrive

Check the Events section on the integration page. If events show a failed status, the connection may need to be refreshed. Try clicking Reconnect to re-authorize your account.

Events only sync for clients that have been imported from Pipedrive (or manually linked with a Pipedrive person ID). Clients created without a Pipedrive link do not generate Pipedrive activities.

"Import from Pipedrive" Button Not Showing

The import button only appears when your account has a connected Pipedrive integration with CRM service active. Check Integrations > Pipedrive to confirm the connection status is Available.

Custom Fields Not Visible in Pipedrive

Custom fields are created on first event sync, not when you connect. Send a folio to a Pipedrive-linked client and trigger an event (e.g., open the folio) — the fields will appear on the person and deal detail views in Pipedrive.