Automate lead sharing, deal tracking, and partner updates with real-time sync between Journeybee and Pipedrive

Transform Pipedrive into a Complete Partner Ecosystem with Journeybee

Journeybee’s Pipedrive integration turns your CRM into a full-featured Partner Relationship Management (PRM) platform—no extra seats required. Launch custom, white-labeled portals that let partners register deals, access resources, and collaborate right alongside your sales team.

Unlock Your Pipedrive’s Partnership Potential:

• Automated Deal Flow: Partner leads sync automatically into Pipedrive with full attribution, eliminating manual data entry.

• Seamless Collaboration: Partners manage deals, activities, and contacts through their portal while your team works in Pipedrive’s familiar interface.

• LMS and Resources: Deliver targeted resources, sales tools, and training materials based on partner type, stage, or performance - all managed through automated workflows that respond to Pipedrive data.

• Seamless Partner Experience: Partners access their personalised portal and collaborate on deals without needing individual Pipedrive licenses, making participation cost-effective and barrier-free.

• Real-Time Sync & Insights: Maintain Pipedrive as your single source of truth with bi-directional data sync, while gaining clear visibility into partner performance, revenue contribution, and engagement metrics.

• Custom Branded Portals: Create professional, white-labeled partner experiences that reflect your brand and can be embedded directly into your existing workflows.

The Journeybee x Pipedrive integration provides a seamless two way sync between the platforms. This allows leads to be sent and received from their Partners and then tracked on where the leads are in their respective sales pipelines.

Setup with a Pipedrive admin account.

1. Create (a free account) or Login to your existing Journeybee Account.
2. Go to Settings then Integrations.
3. Click "Connect" on the Pipedrive Integration.
4. You will be re-directed to your Pipedrive account to accept the permission set and install the integration.
5. The installation will create the required custom fields and filters on your Pipedrive objects (Leads, Contacts, Deals)
6. Once installed, you will be re-directed back to Journeybee and see the configuration page.
7. Select which objects in Journeybee and Pipedrive that you want to sync between the platforms.
8. Click save and the integration will work in the background as you add/update the fields chosen in the configuration.