SaaSify Pipedrive Integration Setup

  • Published on Apr 18, 2026
  • 1 minute(s) read
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In this Article

This article describes the steps that are required to establish a connection between Pipedrive CRM and SaaSify platform.

Prerequisites

  • PSM will provide the environment-specific SaaSify URL. Please use that URL to proceed with the Pipedrive integration.

Configuring Pipedrive App in SaaSify

Please follow the below steps to update the details in SaaSify: 

  1. Login to SaaSify using the Publisher Admin credentials 

  2. Navigate to Settings --> Integrations

  3. Select Pipedrive from the left-hand panel

  4. Enable Allow Write-Back checkbox

  5. Click on Save. You should see a confirmation message: “Configuration saved successfully” 

  6. Click on Validate 

  7. You will now be redirected to the Pipedrive Installation page. Here click on Allow and Install.

  8. You will be redirected to the SaaSify web portal, where you can then click Save to complete the process.

Webhook setup from Pipedrive to SaaSify

Please follow the below steps to setup webhook:

  1. Login to HubSpot

  2. Click the profile icon, then go to Tools & Apps

  3. Go to Webhooks, then click + Webhook

  4. Under Events in Pipedrive: 

    1. Set Event Action to Change. 

    2. Set Event Object to Deal. 

  5. Under Endpoint Outside Pipedrive:

    1. Enter the Endpoint URL:

      https://api.saasify.ai/api/crmwebhook/PipeDrive/webhook/auto

    2. Set the Webhook Name to SaaSify Webhook. 

  6. Click Save. 

Creating SaaSify deal in Pipedrive

Creating SaaSify Deal in Co-sell management will help you in tracking and managing

  • AWS Referrals / ACE Originated (AO) Co-sells - All the Invitations that are shared by ACE Team will be visible by default under SaaSify Deal. 

  • Partner Referrals / Partner Originated (PO) Co-sells - All Partner Originated Co-sell opportunities that are created directly in ACE Partner Central and have no Deal IDs linked to it will also be visible by default under SaaSify Deal. 

Please follow the below steps to add SaaSify Deal:

  1. Login to Pipedrive

  2. Navigate to Deals 

  3. Click + Deal 

  4. Provide Deal name as ‘SaaSify Deal’ 

  5. Click Save. 

Enable SaaSify panel in the Deal

Please follow the below steps to enable SaaSify panel:

  1. Login to Pipedrive

  2. Navigate to a Deal. 

  3. In the Summary section, hover on the three dots (⋯) and click Manage Sidebar Sections. 

  4. Locate the SaaSify and click Show Section. 

  5. Click Done to apply the changes.

Custom deal properties Setup

Please follow the below steps to setup deal properties:

  1. Login to Pipedrive

  2. Navigate to Deal Page and Open any Deal in Pipedrive

  3. In the Details section, click + Custom Field

  4. Enter a Field Name

  5. Select or update the Field Group

  6. Choose the appropriate Field Type

  7. Click Save