Un1ty x Pipedrive: A Seamless Integration for Sales Teams

At Un1ty, we understand how valuable your sales team’s time is. Following up with clients, prioritizing the right deals, and staying on top of key accounts all rely on having real-time, actionable data at your fingertips. That’s why we’ve built a seamless integration with Pipedrive, the CRM built for sales performance.

This connection between Un1ty and Pipedrive allows you to centralize key customer data in one place—so your teams can act faster, smarter, and more efficiently at every stage of the sales cycle.

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Un1ty data, directly in your Pipedrive interface

Every time a client is created or a service is activated in Un1ty, the associated record is automatically synced into Pipedrive. No more manual entry or switching between platforms. You’ll find all the relevant data—active lines, contract status, incident history, usage volume—directly in the client’s Pipedrive profile.

Un1ty’s custom fields are perfectly mapped to your Pipedrive environment, giving every sales rep a clear, structured, and actionable view of their accounts.

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Smarter follow-ups and automated opportunities

The integration also enables intelligent automation. For example, you can:

• trigger a follow-up task 30 days before contract expiration,
• receive alerts if usage drops significantly,
• auto-create new opportunities ahead of upcoming renewals.

These workflows help you anticipate client needs and turn weak signals into concrete sales actions.

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Better insights, stronger collaboration

This integration also strengthens internal collaboration. Sales, support, and back-office teams all access the same, real-time data in one unified interface. That means faster responses, smoother handovers, and a better overall customer experience.

For managers, it enables clear tracking of account status, deal progress, and service usage indicators—all within their existing Pipedrive pipeline.

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Easy and secure setup

The connection between Un1ty and Pipedrive is powered by a secure OAuth 2.0 API, fully GDPR-compliant and hosted in EU-certified data centers.

Setup takes just three steps:

1. Connect your accounts via the “Integrations” tab in the Un1ty dashboard.
2. Configure sync rules and map custom fields.
3. Test, validate, and activate your first automated workflows.

Our support team will guide you throughout the process, from setup to training.

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