Pipedrive CRM Connector¶
This plugin connects your Shopware 6 store with Pipedrive CRM and bridges the gap between your online store and your sales team. New customers are automatically created as persons and organizations in Pipedrive, orders are mapped as deals in your sales pipeline, and all status changes are logged as activities – in real time, fully automatically and with no manual effort.
Highlights
- 👤 Automatically create customers as a person (+ organization for B2B)
- 💼 Every order automatically creates a deal in your pipeline
- 🔔 Payment, shipping and cancellation are logged as activities
- 🔄 Optional bidirectional sync (deal status → customer group)
- 📊 Sync dashboard with error log and manual sync button
- ⚙️ Freely configure which Shopware events are transmitted
❓ FAQ¶
What is Pipedrive?
Pipedrive is a widely used CRM and sales-pipeline tool. Its official Pipedrive REST API lets you create and update persons, organizations, deals and activities automatically. To use it you need an active Pipedrive account and an API token.
Which data is synchronized with Pipedrive?
New customers are created as a person, and for business customers (B2B) additionally as an organization. Every order becomes a deal in the configured pipeline. Status changes such as payment, shipping or cancellation are logged as activities on the corresponding deal.
Does synchronization run automatically?
Yes. Transfer runs event-based in real time via the Shopware event/flow infrastructure. In the plugin settings you decide which Shopware events (e.g. registration, order placement, payment) are sent to Pipedrive.
What does bidirectional synchronization mean?
Changes in Pipedrive – such as marking a deal as "won" – can optionally flow back into Shopware and, for example, update the customer group. This reverse direction can be switched off.
What happens if a transfer fails?
Every transfer is logged with its status in the sync dashboard. Failed transfers appear in the error log and can be retried manually.
Is the plugin GDPR compliant?
All transferred data stays in your own Pipedrive instance. The connection uses only the official Pipedrive API access authorized by you.
What are the requirements?
The plugin requires the CNK Foundation plugin (version 3.0.4 or later) and Shopware 6.7. On the Pipedrive side you need an active account and an API token.
🔧 Installation¶
- Requirement: CNK Foundation plugin (version 3.0.4 or later)
- Requirement: active Pipedrive account with API token
- Install via the Shopware Plugin Manager or with Composer
- Activate the plugin:
bin/console plugin:install --activate CnkPlatformPipedrive - Configure it in the Shopware administration
⚙️ Configuration¶
API access¶
| Setting | Description |
|---|---|
| API token | Personal API token from your Pipedrive account (Settings → Personal preferences → API) |
| Company domain | Your Pipedrive domain (e.g. mycompany.pipedrive.com) |
| Test connection | Button that checks the token against the Pipedrive API and shows the result directly in the admin |
Deal & pipeline mapping¶
| Setting | Description | Default |
|---|---|---|
| Target pipeline | Dropdown of the pipelines available in Pipedrive | first pipeline |
| Start stage | Stage in which new deals are created | first stage |
| Deal title pattern | Pattern for the deal title (e.g. Order {orderNumber}) | Order {orderNumber} |
| Deal value | Use the order total as the deal value | On |
Event selection¶
| Setting | Description | Default |
|---|---|---|
| Create customer | Transfer new customers as person/organization | On |
| Order → deal | Create a deal when an order is placed | On |
| Payment | Log payment as an activity | On |
| Shipping | Log shipping as an activity | On |
| Cancellation | Log cancellation as an activity | On |
| Bidirectional | Mirror the deal status from Pipedrive back to Shopware | Off |
🔄 Synchronizations in detail¶
Contact synchronization¶
On the selected trigger (e.g. registration or first order) the customer is created in Pipedrive:
- The customer is created as a person with name, email and phone number
- If a company is set (B2B), an organization is created as well and linked to the person
- Already transferred customers are recognized by the stored Pipedrive ID and updated (no duplicate)
Deal creation¶
Every order creates a deal in the configured pipeline:
- The deal is assigned to the corresponding person/organization
- Title and value are set according to the configuration
- The Pipedrive deal ID is stored on the Shopware order to prevent duplicates
Status activities¶
Order status changes are logged as activities on the deal – such as "payment received", "shipped" or "cancelled". This gives the sales team the complete history directly in Pipedrive.
Bidirectional synchronization (optional)¶
When the reverse direction is enabled, regular syncs evaluate changes in Pipedrive. Example: when a deal is marked as "won", the customer group of the corresponding Shopware customer can be updated automatically.
📊 Sync dashboard¶
The sync dashboard in the administration provides:
- Overview of all synchronized records (persons, organizations, deals, activities)
- Status per transfer (successful / failed)
- Error log with the detailed message from the Pipedrive API
- Manual sync button to retry individual or failed transfers
🛒 Typical use cases¶
B2B sales¶
Business customers are managed as an organization with linked contacts in Pipedrive. Every order lands as a deal in the pipeline and gives sales immediate insight into purchasing behavior.
Wholesale & industry¶
Recurring orders create traceable deals including an activity history. The sales team can run targeted cross- and up-selling.
Lead nurturing¶
New registrations are created as persons and can be qualified further in Pipedrive even before the first order is placed.
⭐ Benefits for merchants¶
- No manual transfer of customers and orders into the CRM
- Sales team works consistently in Pipedrive – with real-time store data
- Full traceability thanks to Pipedrive IDs in Shopware
- Full control over which events are transmitted
- GDPR compliant: data stays in your own Pipedrive instance
🧩 Feature set¶
- Create customers as a person and – for B2B – as an organization
- Create deals from orders in the configurable pipeline
- Log payment, shipping and cancellation as activities
- Optional bidirectional synchronization (deal status → customer group)
- Sync dashboard with error log and manual retry
- Freely configurable event selection
- API connection test directly in the plugin settings
- Error logging via Shopware logging
📚 Documentation¶
Additional documentation and screenshots will follow with upcoming versions of the plugin.
Technical Pipedrive API documentation: https://developers.pipedrive.com/docs/api/v1