---
title: "SaaSify Pipedrive Integration Setup"
slug: "saasify-pipedrive-integration-setup"
updated: 2026-07-24T11:09:03Z
published: 2026-07-24T11:09:03Z
canonical: "docs.saasify.ai/saasify-pipedrive-integration-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# SaaSify Pipedrive Integration Setup

### In this Article

- [Prerequisites](/v1/docs/saasify-pipedrive-integration-setup#prerequisites)
- [Configuring Pipedrive App in SaaSify](/v1/docs/saasify-pipedrive-integration-setup#configuring-pipedrive-app-in-saasify)
- [Webhook setup from Pipedrive to SaaSify](/v1/docs/saasify-pipedrive-integration-setup#webhook-setup-from-pipedrive-to-saasify)
- [Creating SaaSify deal in Pipedrive](/v1/docs/saasify-pipedrive-integration-setup#creating-saasify-deal-in-pipedrive)
- [Enable SaaSify panel in the Deal](/v1/docs/saasify-pipedrive-integration-setup#enable-saasify-panel-in-the-deal)
- [Custom deal properties Setup](/v1/docs/saasify-pipedrive-integration-setup#custom-deal-properties-setup)

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 Pipedrive
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](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 **+ D****eal**
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