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Guides

Background and context on the topics that come up when connecting CRM and accounting. Factual, without product pitches.

Illustration: four numbered routes from Pipedrive deals, from built-in integration and Marketplace app to Zapier, Make, n8n and your own build

Pipedrive integrations: four routes and when to use each

Pipedrive integrations explained: built-in connections, Marketplace apps, Zapier, Make and n8n, or your own API build, and which route fits which job.
Illustration: a won Pipedrive deal and a Xero invoice, the native bridge between them crossed out, four remaining routes below

Pipedrive Xero integration in 2026: what still works

Pipedrive Xero integration in 2026: the native connection is closed to new users. Which routes still work, what Xero changed and where syncs break.
Illustration: a change.deal event posted to your endpoint, with a custom field arriving as a 40-character key and an enum option ID

Pipedrive webhooks and custom fields via the API

Pipedrive webhooks for developers: setup via UI or API, v2 payloads, retries and bans, idempotency, and mapping custom fields by their 40-character keys.
Illustration: daily API token budget, the token cost of a record, a list and a search, then a 429

The Pipedrive API: what you can build, and what it costs you

What a Pipedrive API integration can actually do, which OAuth scopes to ask for, and how the daily token budget decides whether it survives.
Illustration: Pipedrive records mapped to QuickBooks Online – organization to customer, product to item, won deal to invoice, balance back to the deal's invoice field – with sales tax, currency and deletions marked as needing a rule

Pipedrive QuickBooks integration: what syncs, what doesn't

Pipedrive QuickBooks integration explained: what syncs between deals and invoices, where tax, currency and duplicates break it, and how to pick a route.
Illustration: a Pipedrive consent screen listing OAuth scopes, with mail:read flagged as reading message bodies

Pipedrive apps and add-ons: how to choose one, and what installing it really means

How to judge an app in the Pipedrive app store before installing it: what the permissions mean, who owns the connection, and what stays behind afterwards.
Illustration: a US seller's invoice as structured XML with buyer reference, on its way to a German customer's accounts payable

XRechnung for US companies: what German customers may ask for

XRechnung explained for US companies: when German law requires it, what German customers may ask for, and how ZUGFeRD and Peppol fit in.
Illustration: a CRM connected to QuickBooks Online, with the four App Partner Program tiers shown as steps

Building on the QuickBooks API: what the docs don't tell you

The QuickBooks API beyond the getting-started guide: metered reads, paid tiers, token lifetimes, rate limits, duplicate invoices and the 2025–26 changes.
Illustration: a Pipedrive app moving from sandbox through review to a Marketplace listing

The Pipedrive Marketplace: how apps get there and what building one costs

How apps get into the Pipedrive Marketplace: private or public, the review, the rules that drive the budget, and where the cost of an app comes from.
Illustration: two invoices side by side, each with a seat counter for the CRM and a contact counter on the marketing module, HubSpot with an extra one-time onboarding fee

Pipedrive vs HubSpot: an honest comparison from a Pipedrive shop

Pipedrive vs HubSpot in 2026: real per-seat prices, HubSpot's required onboarding fees, contact-based billing, API limits, and where each one is the better choice.
Illustration: three numbered routes from email into the CRM - the whole mailbox, one thread at a time, and a panel that moves nothing

Pipedrive and Gmail: three ways to connect them, and which one you actually want

A Pipedrive Gmail integration means one of three things: email sync, Smart Bcc or the add-on. What each puts into the CRM, and which plans they need.
Illustration: contacts and deals on one side, tags and segments on the other, synced in both directions from a consent filter

Pipedrive and Mailchimp: what the official sync does, and where it stops

What the official Pipedrive Mailchimp integration does, the four limits worth planning around, and why a CRM contact is not a newsletter subscriber.