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The Qwoty - Pipedrive integration provides a seamless connection between your Pipedrive instance and Qwoty. With this integration, you can embed Qwoty’s interface directly inside Pipedrive and manage quotes, without leaving your CRM.

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Overview

The integration allows:
  • Embedding a dedicated Qwoty widget on Pipedrive record pages.
  • Creating and managing quotes, subscriptions, and customer records inside Pipedrive.
  • Optional automatic synchronization of selected Qwoty entities (quotes, subscriptions, invoices) with Pipedrive custom objects for workflows, reporting, and automation.

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Prerequisites

Before you connect Pipedrive with Qwoty:
  1. You must have a valid Pipedrive account.
  2. You must have access to your Qwoty account integration settings.

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Installation

Connect Pipedrive
  1. Connect to Qwoty app
  2. Go to the Setting -> Developer -> Integration
  3. On se Pipedrive card clic on Connect
  4. Select the account to link with Qwoty and follow the process to the end
After enabling the integration:
  • You can manage integration on the setup page
  • A Qwoty card appears on Pipedrive deal pages. This card provides quick actions like creating a quote directly from Pipedrive’s interface.

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Synchronization

Once connected, the integration can optionally synchronize selected data:
  • Quotes
  • Product
  • Order
This keeps your Pipedrive CRM objects up to date with billing and revenue data from Qwoty for automations, reporting, and workflows.

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Benefits

  • Unified workflow: Sales and finance teams can operate from Pipedrive while using Qwoty’s billing capabilities.
  • Reduced manual work: No need for duplicate data entry across systems.
  • Improved visibility: Billing data appears alongside CRM records for deals, contacts, and companies.