Pipedrive Integration">
Integration

Pipedrive Integration

ScopeStack

ScopeStack

5 min read


Integrate Pipedrive with ScopeStack’s CPQ for Seamless IT Sales

Empower your IT sales process with the perfect pairing of Pipedrive’s CRM and ScopeStack’s advanced CPQ software. Streamline deal tracking, automate quoting, and eliminate manual errors for a faster, more efficient sales cycle.


Improve your Pipeline CRM and CPQ scoping


Sync deals end-to-end 

Stop struggling with scattered sales data. Automatically pull Pipedrive deal details into ScopeStack, giving your team instant access to the most current pricing, project scope, and deal status. With everything in sync, collaboration becomes seamless, and decision-making gets faster.


Expedite every quote

Don’t let slow quoting processes stall your deals. ScopeStack’s integration lets MSPs and IT professionals generate highly detailed, customized quotes in minutes. Deliver accurate project scopes that build client trust and speed up approvals.


Consolidate your tools

Avoid the hassle of retyping sales details across platforms. ScopeStack’s Pipedrive integration provides one spot to manage everything from proposal to payment, ensuring accuracy while reducing administrative overhead.


Experience the power of a fully connected sales process

Optimize your entire sales workflow from deal creation to project execution. ScopeStack’s CPQ shoulders the weight of capturing every project detail, preventing scope creep, and ensuring accurate IT service quotes. No more gaps or manual errors, just a seamless, efficient sales-to-service handoff.


Take advantage of pre-built SOW templates for faster scoping

Generate SOWs in minutes with ScopeStack’s extensive library of IT service templates for cloud migrations, cybersecurity setups, network overhauls, and more. With detailed, pre-configured project scopes, you can reduce errors, improve consistency, and streamline client onboarding. Then, send a professional yet easy-to-understand estimate, making it easy for clients to say “yes.” With this level of responsiveness, consider the deal won. 


Free your team from administrative burdens

Let automation handle the busy work. After finalizing a quote, ScopeStack instantly syncs project details back into Pipedrive, keeping your pipeline updated without manual intervention. If you need to make an edit, that is reflected across platforms as well. With your sales and IT teams on the same page, you can focus on selling, not data entry.