Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hi there,

Does anyone have a best practice for syncing Pipedrive deals with HubSpot deals?

 

Use Case HubSpot → Pipedrive:

In our company, Marketing and Telesales work in HubSpot, whereas Sales is working in Pipedrive. Once Marketing/Telesales have warmed up a lead (or deal), it will eventually be transferred to Sales, i.e. Pipedrive. All unecessary information (deal info, contact and company record, activities) should go into Pipedrive

 

Use Cases Pipedrive → HubSpot:

  1. It might occur that a deal might get disqualified from Sales and thus needs to get sent back to HubSpot.
  2. Closed Wons and Closed Losts (coming from Pipedrive) need to be reported ​​to HubSpot

My concern is that I will need endless zaps (which might be OK) and that I overlook sth when passing data.

Best

Dennis

@DennisG_a -

Doing this with Zapier (which is never a bad idea :wink: ) wouldn’t require endless zaps, but there would certainly be some complexity. Zapier is set up for specific triggers and actions, not true two-way syncs. There are platforms out there that do that, but I won’t name names here. :joy:

The plus of using Zapier is granular control over what data goes where. In a true sync, it’s possible to mistakenly overwrite a full record with one that’s emptier. Personally, I prefer field-by-field and action-by-action control.

Terms & Conditions