About Pipedrive

The Pipedrive integration links your sales pipeline with Aerion’s project and team planning. Deals in Pipedrive can be synced at any stage, so delivery teams have immediate access to budgets, client details, and timelines. This ensures that project planning always starts with complete sales data, eliminating guesswork and improving handover from sales to delivery. By connecting both sides, the integration helps companies run smoother transitions and more profitable projects.

How this integration works

• Deal Sync: Import deals from Pipedrive at any stage, including budgets, timelines, and client data.

• Aligned Handover: Give project teams instant access to sales details, reducing delays and miscommunication.

• Real-Time Updates: Keep sales and project planning in sync as deals progress.

• Custom Field Mapping: Choose which Pipedrive fields flow into Aerion to fit your setup.

• Unified Insights: Combine pipeline data with Aerion’s analytics for a full view of profitability and performance.