Centralio’s Interactive Quotes™ platform effectively complements CRM tools by offering a structured process that covers everything from quoting to ordering—including the configuration of complex products and services.

The integration of contact and opportunity data between Centralio and Pipedrive helps save valuable time, reduce manual errors, and streamline the sales journey. Pipedrive is an action-focused CRM, designed to help teams stay focused on the activities that lead to closing deals.

An Enhanced Solution for Pipedrive
In addition to Interactive Quotes™, Centralio provides a suite of complementary modules that integrate seamlessly with the Pipedrive environment:

  • Assisted configuration of products and services
  • Centralized catalog with options and variants
  • Intelligent pricing, discounts, and margin management
  • Compatibility rules between products
  • Dedicated web portal for partners and distributors

A Smooth, Guided Integration
Our team supports you from the start (or whenever you need it) to connect Centralio with Pipedrive. We’ll help you retrieve the necessary credentials and handle the technical integration for you.

The synchronized data sets include:

  • Organizations (companies)
  • People (contacts)
  • Opportunities (deals)

Centralio + Pipedrive Integration Features
Thanks to a user-friendly interface, users can generate a quote directly from a Pipedrive deal using the integrated Centralio module.

Once the quote is created, relevant information is automatically displayed in Pipedrive, with real-time updates to the deal status and pipeline stages based on quote progress (sent, accepted, or rejected).

What the integration enables:

  • Automated creation of organizations, contacts, and opportunities
  • Bidirectional data synchronization between Centralio and Pipedrive
  • Pipeline updates based on actions taken on proposals
  • Secure API-based system connection

Accelerate Your Sales with a Smart Solution
The Centralio + Pipedrive integration transforms the way you sell: simplified processes, optimized opportunity management, and more satisfied customers.

Minimal involvement, fast results.

Our technology and team are here to ensure a quick, simple, and sustainable integration.

CONTACT AN EXPERT