SyncMatrix.
HubSpot logo + Pipedrive logo

Automate HubSpot & Pipedrive

Stop paying for mismatched spreadsheets. Sync data between HubSpot and Pipedrive in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Pipedrive"]
        A1(["Add Discount to Deal"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Hubspot and Pipedrive operate independently, sales teams often face significant delays in lead follow-up. For instance, when a lead is updated in Hubspot, the corresponding deal in Pipedrive may not reflect this change immediately, leading to sales reps acting on outdated information. This results in wasted hours as reps manually check both systems to ensure they have the latest data, ultimately causing potential revenue loss due to missed opportunities.

Top Ways to Automate HubSpot & Pipedrive

  • Automated Lead Syncing: Instantly sync leads from HubSpot to Pipedrive, ensuring that your sales team has real-time access to the most up-to-date information, reducing the risk of missed follow-ups.
  • Unified Reporting: Generate comprehensive reports that pull data from both platforms, providing a holistic view of your sales and marketing performance, enabling informed decision-making.
  • Triggered Workflows: Set up automated workflows that trigger actions in Pipedrive based on specific events in HubSpot, such as sending personalized follow-up emails when a lead engages with your content, enhancing customer engagement.

How to Build the HubSpot → Pipedrive Sync

  1. In Hubspot, navigate to the 'Workflows' section and create a new workflow that triggers on the 'Contact Property Change' event.
  2. Set the trigger to listen for changes in key properties such as 'Lead Status' or 'Deal Stage'.
  3. Configure the workflow to send a POST request to the Pipedrive API endpoint: https://api.pipedrive.com/v1/deals?api_token=YOUR_API_TOKEN.
  4. In the POST request body, include the following JSON payload: {"title": "{{contact.firstname}} {{contact.lastname}}", "value": "{{contact.value}}", "status": "{{contact.lead_status}}"}.
  5. Ensure that the mapping of Hubspot properties to Pipedrive fields is correctly aligned to avoid data loss.
  6. Test the workflow by updating a contact in Hubspot and verifying that the new deal appears in Pipedrive with the correct data.

Developer Warnings & API Gotchas

  • Ensure that the property names in Hubspot match exactly with the expected field names in Pipedrive; otherwise, the data may not populate correctly.
  • Be cautious with the 'Lead Status' values; if Hubspot uses custom statuses, these need to be mapped to Pipedrive's predefined deal stages to prevent discrepancies.
  • When testing, verify that the API token used has the necessary permissions to create deals in Pipedrive; lack of permissions will result in failed requests without clear error messages.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in Pipedrive Add Discount to Deal
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in Pipedrive Add Follower
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in Pipedrive Add Label to Person
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in Pipedrive Add Product Variation
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in Pipedrive Add Product to Deal

SyncMatrix Experts

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We build custom API workflows that don't hit rate limits.

I can see you're looking at mapping HubSpot to Pipedrive. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?