Pipedrive integration
Connect Pipedrive so deal updates can move the matching Joymore file forward and closings reach the right Pipedrive record, with no extra steps for your agents.
What Joymore does
Brokerages use Pipedrive to track people, leads, and deals through each stage. Joymore handles the transaction file and reviews every file as it arrives. Connecting the two keeps deal stages and file statuses lined up in the direction you choose, without anyone updating both by hand.
Once Pipedrive is connected, Joymore automations can react to Pipedrive events, like a deal being updated or a new person being added, and run Pipedrive actions, like updating a deal or adding a note. Joy can also work in Pipedrive when someone on your team asks her to.
What you can do
- Update file status from deal changes. When a mapped Pipedrive deal changes, Joy applies the Joymore file status you mapped to that stage and skips unmapped or unclear cases.
- Update closing status. When a file closes, Joy applies your approved closing stage or status to the mapped Pipedrive record, changing only the field you choose.
- Add closed clients as contacts. When a file closes, Joy adds verified clients who are missing from Pipedrive and leaves existing people unchanged.
- Capture open-house sign-ins. When visitors sign in through Google Forms, Jotform, or Typeform, Joy adds new attendees as Pipedrive people with the property and visit details.
Ready-made automations
From the Joymore automation library.
Add clients to a contact app
Google Contacts
HubSpot
Microsoft Outlook Email+3Add missing verified clients to your chosen contact app
When a file closes
ContactsView automationSend attendee details to Pipedrive
Google FormsPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Google Forms sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
JotformPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Jotform sign-ins arrive
ContactsView automationSend attendee details to Pipedrive
TypeformPipedriveAdd new open-house attendees and visit notes to Pipedrive
When Typeform sign-ins arrive
ContactsView automationUpdate closing status in a CRM
HubSpotPipedriveSalesforce+1Update the mapped CRM record with its approved closing stage or status
When a file closes
TransactionsView automationUpdate file statuses in Joymore
PipedriveUpdate the mapped Joymore file status from approved Pipedrive equivalents
When a mapped Pipedrive deal is updated
TransactionsView automation
Available once connected
What automations can use in Pipedrive.
Events Joymore can react to
- Deal Updated (Instant)
- Lead Updated (Instant)
- New Deal (Instant)
- New Event (Instant)
- New Person (Instant)
- Person Updated (Instant)
Actions Joymore can run
- Add Activity
- Add Deal
- Add Labels
- Add Lead
- Add Note
- Add Organization
- Add Person
- Create Project
- Create Task
- Delete Project
- Delete Task
- Get All Leads
- Get Deal
- Get Lead by ID
- Get person details
- Get Project
- Get Task
- List Deals
- and 23 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Pipedrive and Joymore questions
Do agents have to change how they use Pipedrive?
No. Agents keep working in Pipedrive as they do today, with no extra steps.
How do I connect Pipedrive to Joymore?
Sign in to Joymore, open Settings, and connect your Pipedrive account. You can connect it for your whole brokerage or for a single user.
Can a Pipedrive deal change a Joymore file status?
Yes, if you set it up. You map Pipedrive stages to Joymore statuses, and only mapped deals change. Normal Joymore status rules still apply.
Does Joymore replace Pipedrive?
No. Pipedrive stays your CRM. Joymore handles transaction files and compliance review, and automations pass information between the two where you set them up.
