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The Qwoty - Pipedrive integration embeds Qwoty’s quoting interface directly inside Pipedrive. Once connected, your team can create and manage quotes from a deal without leaving Pipedrive, and Qwoty keeps the deal, its organization, its products, and its discounts up to date automatically as the quote evolves.

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Overview

The integration provides:
  • A Qwoty card embedded on Pipedrive deal pages, with quick actions like creating a quote directly from the deal.
  • Creation and management of quotes, subscriptions, and customer records from inside Pipedrive.
  • Automatic, real-time synchronization of the quote’s commercial data (deal properties, deal stage, organization, products, and discounts) back to Pipedrive whenever the quote changes.
Synchronization is triggered automatically whenever a quote linked to a Pipedrive deal is created, updated, or changes status. There is no manual sync button and no polling delay to configure.

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Data synchronization

A Qwoty Customer is synchronized with a Pipedrive Organization.The customer’s primary contact is synchronized with a Pipedrive Person.
A Qwoty Project (Quote) is associated with a Pipedrive Deal.When the quote changes, the corresponding deal is updated using a PATCH operation. When the quote’s status changes, Qwoty also moves the deal to the Pipedrive stage mapped to that status.
Each billable line item on the quote — one-off products as well as products on a recurring plan — is synchronized as a deal product.For recurring items, Qwoty also sets the deal product’s billing frequency, using the closest cadence Pipedrive supports.
A quote-level (global) discount is synchronized as a deal discount.Per-line-item discounts are synchronized as part of that line item’s deal product instead (as a product-level discount), not as a separate deal discount.
A Qwoty Product is synchronized with a Pipedrive Product.The synchronization uses an UPSERT-style behavior:
  • If the product is already linked to a Pipedrive product, that product is reused and attached to the deal.
  • If it isn’t, Qwoty creates a new product in the Pipedrive product catalog and links the two records for future syncs.

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Before you connect

Make sure that:
  • You have access to your Qwoty workspace settings.
  • You have a valid Pipedrive account and can authorize the connection.
  • Your Pipedrive user has permission to access the objects used by the integration (see Pipedrive permissions).
  • Products that should be synchronized contain the required pricing information.
Missing Pipedrive permissions may prevent some records from being created or updated.

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Connect Pipedrive

1

Open the integrations settings

In Qwoty, open Settings → Developers → Integration.
2

Select Pipedrive

Find the Pipedrive card in the list of available CRM integrations and click Connect.
3

Authorize Qwoty

Sign in to Pipedrive, select the account to link, and approve the requested access.
4

Complete the connection

Return to Qwoty after authorization.A Qwoty card now appears on Pipedrive deal pages, and Qwoty can begin synchronizing supported records with Pipedrive.
Once connected, you can manage the integration — including field mapping and deal stage mapping — from the same integration settings page.

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Add users

Once Qwoty is connected, choose which Pipedrive users can access it.
1

Open your Pipedrive extensions

In Pipedrive, click the puzzle piece icon in the top right corner.
2

Select Qwoty

Select Qwoty from the list of apps.
3

Open user management

In the top right, select Manage users.
4

Select users

Select the users you want to give access to Qwoty.

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Synchronization behavior

For each Pipedrive pipeline you use with Qwoty, you map every Qwoty quote status to a target deal stage in the integration settings.Whenever a quote’s status changes (for example from Draft to Sent, or to Accepted), Qwoty automatically moves the linked deal to the mapped stage — no manual pipeline update required.
Deal and organization properties are updated (PATCH) whenever their corresponding Qwoty project or customer changes.Products that don’t already exist in Pipedrive are created; existing ones are reused and updated.
Each time a quote is synchronized, Qwoty replaces the deal’s product list and quote-level discount with the current state of the quote.Previously synchronized deal products and the previous deal discount are removed and recreated to match the quote. Avoid manually editing Qwoty-synchronized products or discounts directly on the deal, since manual changes are overwritten at the next sync.
Pipedrive deal products support a fixed set of recurring cadences: weekly, monthly, quarterly, semi-annually, and annually.Qwoty maps each recurring plan’s billing frequency to the closest cadence Pipedrive supports. Frequencies with no direct equivalent (for example biweekly, or multi-year cycles) are approximated to the nearest supported cadence.
Qwoty preserves the logical relationships between synchronized records.For example:
  • A deal product is linked to its deal.
  • A deal discount is linked to its deal.
  • A Pipedrive product created by Qwoty stays linked to the Qwoty product it came from, so later syncs reuse it instead of duplicating it.

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Object mapping

For the full list of Qwoty fields that can be synchronized on each of these objects, see CRM sync fields.

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Pipedrive permissions

The Pipedrive user authorizing the connection must be able to access the objects required by the integration.
The integration requires access to:
  • Deals
  • Organizations
  • Persons
To synchronize products, pricing, and deal products, the integration requires access to:
  • Products
  • Deal products
To synchronize quote-level discounts and mapped custom fields, the integration requires access to:
  • Deal discounts
  • Custom fields on deals, organizations, and products

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Disconnect Pipedrive

To stop future synchronization, open the Pipedrive integration from your Qwoty workspace settings and disconnect it.
Disconnecting Pipedrive stops future synchronization. It does not automatically delete records that were previously created in Pipedrive.

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Troubleshooting

Verify that:
  • You are signing in to the correct Pipedrive account.
  • Your Pipedrive user is active.
  • Your user is allowed to authorize connected apps.
  • Your browser is not blocking the authorization window.
Confirm that the Qwoty project is correctly associated with a Pipedrive deal.Also verify that the Pipedrive user used for the connection has permission to update the Deal object and the relevant fields.
Confirm that the Qwoty customer’s primary contact is correctly linked to a Pipedrive Person.Also verify that the Pipedrive user used for the connection has permission to update the Person object and the relevant fields.
Check that:
  • The deal belongs to the pipeline you configured in the integration settings.
  • The quote status you expect is mapped to a stage on that pipeline.
  • The stage mapped in Qwoty still exists in Pipedrive (a renamed or deleted stage breaks the mapping).
Check that:
  • The corresponding deal exists.
  • The line item is marked as billable on the quote.
  • The connected Pipedrive user can create and update deal products.
  • The product contains valid pricing information.
Verify that the product contains the required information and that the connected user can create or update Products in Pipedrive.
Confirm that the quote has a global (quote-level) discount configured.Remember that per-line-item discounts appear on the corresponding deal product instead of as a separate deal discount.

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Need help?

If the integration remains unavailable after checking the connection and permissions, contact Qwoty support with:
  • The affected Qwoty record.
  • The corresponding Pipedrive record, when available.
  • The approximate time of the synchronization attempt.
  • A description of the expected result.

CRM sync fields

Reference of every Qwoty field that can be synchronized with a connected CRM, beyond the base objects above.

CRM mapping

Configure sync direction (Bidirectional, CRM → Qwoty, Qwoty → CRM) for any mappable field, including custom fields.

CRM integrations

Connect HubSpot, Salesforce, or Pipedrive.

Webhooks

Learn how Qwoty’s webhooks work if you want to react to quote or deal changes yourself.
Last modified on October 27, 2026