Turn Pipedrive deals into winning proposals instantly
Pipedrive is a sales-focused CRM built for teams that want a visual pipeline and minimal admin. It's the CRM of choice for thousands of agencies and consulting firms. Connecting Pipedrive to Pitchsite lets you fire off polished proposals the moment a deal reaches the right stage — with all contact and deal data pre-loaded.
A step-by-step look at how Pipedrive and Pitchsite work together.
Link your accounts via API key or OAuth. Pitchsite reads your pipeline structure, deal stages, contacts, and organisations in real time.
From any Pipedrive deal view, launch a Pitchsite proposal with one click. The client name, organisation, deal value, and assigned contact are pre-populated automatically.
When a prospect opens, re-reads, or spends significant time on your proposal, a Pipedrive activity is created on the deal — keeping your pipeline data accurate.
When the prospect clicks "Accept" on your Pitchsite proposal, the Pipedrive deal automatically advances to your "Won" stage. No manual stage dragging needed.
If a prospect reads the proposal but doesn't sign within 48 hours, Pitchsite creates a follow-up activity in Pipedrive assigned to the deal owner.
Real ways agencies use Pipedrive and Pitchsite together.
Agencies using Pipedrive + Pitchsite send proposals within minutes of a discovery call — not days. The deal data is already there; the proposal practically writes itself.
Proposal engagement alerts in Pipedrive tell your reps when a prospect is actively re-reading a proposal — the perfect time to call and close.
Manual pipeline updates cause data rot. Pitchsite keeps Pipedrive deal stages in sync with real-world proposal status automatically.
For solo operators and small agency teams, the Pipedrive + Pitchsite combo eliminates the admin overhead of CRM updates, letting you focus on delivering work.
Why agencies connect Pipedrive to Pitchsite.
Turn Pipedrive deals into winning proposals instantly
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Pitchsite supports Pipedrive custom deal and contact fields as merge variables in your proposal templates.
Yes. You can find and install the Pitchsite integration directly from the Pipedrive Marketplace.
The proposal remains accessible in Pitchsite even if the linked Pipedrive deal is deleted or merged. Proposal data is never dependent on the CRM record.
Yes. In the integration settings, you can define exactly which Pipedrive pipeline stage should trigger a proposal creation prompt or automation.
Other tools that work well alongside Pipedrive + Pitchsite.