Integration

Frameboard + Pipedrive

Automatically sync proposals to Pipedrive deals. Bidirectional stage updates, contact matching, and full activity logging.

Features

What it does

When you send a proposal in Frameboard, a deal is automatically created in Pipedrive with the correct value and details.

Move a deal in Pipedrive and it updates in Frameboard. Approve a proposal in Frameboard and the Pipedrive stage moves automatically.

Every proposal event - views, approvals, payments - is logged as an activity on the Pipedrive deal timeline.

Frameboard matches proposal recipients to existing Pipedrive contacts by email, or creates new ones automatically.

Setup

Create your free account at myframeboard.app or log in to your existing workspace.

Open your workspace settings and navigate to the Integrations tab.

Press the Connect button next to Pipedrive. You will be redirected to Pipedrive to authorise the connection via OAuth.

Select which Pipedrive pipeline to use, map your deal stages, and choose your sync preferences.

Data flow

Proposals become Pipedrive deals

Each sent proposal creates a deal with the correct value, organisation, and contact person.

Deal stages sync both ways

Move a deal stage in either platform and the other updates automatically.

Proposal events logged as activities

Views, approvals, and payments appear on the Pipedrive deal timeline as activities.

Contacts matched or created

Proposal recipients are matched to existing Pipedrive contacts by email. New contacts are created if no match is found.

FAQ

Does it create duplicate contacts?

No. Frameboard matches proposal recipients to existing Pipedrive contacts by email address first. A new contact is only created if no match is found.

Which pipeline does it use?

You choose which Pipedrive pipeline to use during setup. This is fully configurable from your Frameboard Settings and can be changed at any time.

Can I map custom deal stages?

Yes. During configuration, you can map each Frameboard proposal status (Draft, Sent, Viewed, Approved, Paid) to your custom Pipedrive deal stages.

What happens to existing Pipedrive deals?

Connecting Frameboard does not affect your existing Pipedrive data. New deals are only created when you send proposals from Frameboard going forward.

Keep your CRM in sync without the manual data entry.