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Zapier makes it easy to integrate Pipedrive with Sage Accounting - no code necessary. See how you can get setup in minutes.

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Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
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Sage Accounting
Sage Accounting logo
Sage Accounting
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
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Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects Pipedrive and Sage Accounting, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pipedrive to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Pipedrive + Sage Accounting integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Sage Accounting

What is required to set up the integration between Pipedrive and Sage Accounting?

To set up the integration, you'll need active accounts in both Pipedrive and Sage Accounting. You'll also need the appropriate permissions to access and modify data in both systems. Once you have these, you can create automation workflows, commonly known as Zaps, to link triggers in Pipedrive with actions in Sage Accounting.

How do I sync contacts between Pipedrive and Sage Accounting?

You can sync contacts by setting up a trigger in Pipedrive whenever a new contact is added or an existing contact is updated. This trigger can then initiate an action in Sage Accounting to create or update a contact record, ensuring your data stays up-to-date across both platforms.

Are there pre-built templates for integrating Pipedrive with Sage Accounting?

Yes, we offer several pre-built templates that facilitate common integration scenarios between Pipedrive and Sage Accounting. These templates can be customized further to match your specific business processes and workflows.

What types of data can be transferred from Pipedrive to Sage Accounting?

Common types of data that can be transferred include contact information, deal details, invoices, and payment records. By using specific triggers such as 'New Deal' or 'New Invoice' created in Pipedrive, you can automate corresponding actions in Sage Accounting.

Can I automate financial reporting using this integration?

While direct financial reporting automation isn't fully supported, you can streamline the data transfer process needed for financial reports. For example, when an invoice status changes in Pipedrive, it can trigger an entry update in Sage Accounting for accurate bookkeeping.

Is it possible to add custom fields during synchronization between the two platforms?

Yes, during synchronization setups such as when mapping fields from a new deal created in Pipedrive to an invoice entry in Sage Accounting, custom fields from either platform can be included if they are supported by both systems' API capabilities.

What should I do if I encounter errors during the integration process?

If you run into errors while setting up or running the integration between Pipedrive and Sage Accounting, check our support documentation for troubleshooting tips. It's also helpful to verify that all API keys are correctly entered and permissions are properly configured before retrying.

Connect Pipedrive and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
    • Note
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

Learn how to automate Pipedrive on the Zapier blog

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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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sage-accounting logo
About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
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