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Zapier makes it easy to integrate Pipedrive with Simpro - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
Simpro
Simpro
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 "Attach File to Job" in Simpro.
You’re connected!
Zapier seamlessly connects Pipedrive and Simpro, 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.
Title
Given Name
Required
Family Name
Required
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
Cell Phone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Site
Required
Customer Contact
Lead Name
Additional Contacts
Site Contact
Description
Notes
Follow Up Date
Tags
Sales Person
Project Manager
Forecast Estimated Price
Forecast Probability of Sale
Forecast Expected Due Date Month
Forecast Expected Due Date Year
Status ID
Cost Center
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Staff
Required
Date
Start Time
Required
End Time
Required
Schedule Rate
Required
Notes
Locked
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Job
Required
Customer
Site
Customer Contract
Customer Contact
Additional Contacts
Site Contact
Order Number
Request Number
Name
Description
Notes
Date Issued
Due Date
Due Time
Completed Date
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
STCs Eligible
VEECs Eligible
STC Value
VEEC Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Order No
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Name
Address
City
State
Postal Code
Country
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Phone
Cell Phone
Alt Phone
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
ID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given Name
Required
Family Name
Fax
Department
Position
Notes
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
ID
Company Name
Required
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
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 Simpro with AI agents and code
Beyond Zap workflows. Call Pipedrive and Simpro 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 Simpro actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Attach File to Job
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 Simpro 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 Simpro integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Pipedrive + Simpro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Simpro
How do I set up the integration between Pipedrive and Simpro?
To set up the integration between Pipedrive and Simpro, you need to use our platform to connect both applications. Start by choosing Pipedrive as your trigger app and select the event that will initiate the workflow. Then, choose Simpro as your action app and define what response you want it to perform once the trigger event occurs. This might include creating a project or updating client information in Simpro.
What triggers are available when integrating Pipedrive with Simpro?
When integrating Pipedrive with Simpro, you can use triggers such as 'New Deal', 'Updated Deal', or 'New Activity' in Pipedrive. These triggers can automate actions like creating a new job in Simpro, updating project details, or sending notifications.
Can I customize actions in Simpro based on specific triggers from Pipedrive?
Yes, you can customize actions in Simpro based on specific triggers from Pipedrive. For instance, when a new deal is won in Pipedrive, you could automatically create a corresponding project in Simpro with predefined parameters such as deadline dates or assigned team members.
Is it possible to update customer information across both systems simultaneously?
By using our integration platform, updates made to customer information in either Pipedrive or Simpro can be synchronized across both systems. This requires setting up a two-way sync action where updates on one platform reflect automatically on the other.
What should I do if my workflows between Pipedrive and Simpro are not working correctly?
If your workflows between Pipedrive and Simpro are not executing as expected, first check if all trigger conditions and actions have been configured properly. Ensure both applications are authorized correctly within our platform. If issues persist, consult our support team for troubleshooting assistance.
Does the integration support batch processing for data updates?
Currently, our integration supports individual transaction-based data processing rather than batch processing. Each trigger from Pipedrive will perform an action in Simpro independently.
Can I integrate other apps together alongside my Pipedrive to Simpro workflow?
Yes, you can incorporate additional applications into your workflow alongside Pipedrive and Simpro. This capability allows for more complex multi-step automations where data is passed seamlessly among several services before concluding with an action in your primary applications.
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.