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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
1. Choose trigger event
Sage Accounting
Sage Accounting
2. Choose action
1. Select the event
Setup
Test
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.
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.
Create a new record or update an existing record in your app.
Payment Reference
Payment Date
Required
Total Payment Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Business Name
Required
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Sales Quote
Creates a new sales Quote.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Date
Invoice_number_prefix
Invoice_number
Reference
Notes
Terms_and_conditions
Sent
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Reference
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Code or Description
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Quote Number or Reference
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Filter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
Contact Name
Required
Contact Reference
Required
Payment Reference
Required
Payment Date
Required
Total Payment Amount
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Business Name or Reference to search for the Contact GUID
Required
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Invoice Number or Reference
Required
Date
Required
Invoice_number_prefix
Reference
Notes
Terms_and_conditions
Sent
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Service Code or Description
Required
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Business Name or Reference to search for the Contact GUID
Required
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Pipedrive and Sage Accounting with AI agents and code
Beyond Zap workflows. Call Pipedrive and Sage Accounting actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and Sage Accounting actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Create Contact Payment
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
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.
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.
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.
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.
Learn how to automate Pipedrive on the Zapier blog
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.
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.
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.
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.