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Integrations

Pipedrive for trades

Customers get a rough figure on your website, and the lead lands in Pipedrive with everything: their details, the job, their answers and the price they saw.

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What arrives in Pipedrive

Adds the person, then a lead in your Leads Inbox titled with the job and estimate.

It works straight away for every new lead. If Pipedrive can’t be reached, RoughFigure tries again and shows you what happened under Integrations.

How to connect it

  1. In Pipedrive, click your account name at the top right.
  2. Go to Company settings → Personal preferences → API.
  3. Copy your personal API token. If there’s no API tab, ask your admin.
  4. In RoughFigure, open Integrations, choose Pipedrive, paste your api token and click Connect.

Your key is stored encrypted and only used to send your leads. On the Pro plan.

Other CRMs

Questions

Does RoughFigure integrate with Pipedrive?

Yes. RoughFigure connects directly to Pipedrive, with no Zapier and no code. Adds the person, then a lead in your Leads Inbox titled with the job and estimate.

What do I need to connect Pipedrive?

Your API token. Paste it into RoughFigure under Integrations and click Connect. The steps on this page show where to find it.

Which plan includes the Pipedrive integration?

The Pro and Agency plans. Every new account gets 14 days of Pro free, with no card needed.

What happens if Pipedrive is down?

Every lead is saved in RoughFigure first. We keep trying to send it for about four hours, and anything that still can’t be sent shows the reason and a Resend button.

Can I check it works before real leads arrive?

Yes. Click Send a test lead, and “RoughFigure connection check” arrives in Pipedrive with your own email address. You can delete it afterwards.

Guides

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