MaintainX + Pipedrive Integration

Integrate MaintainX to Pipedrive in one click, or tell Integrately AI how you want each work order handled. Create deals from new work orders, log activities, alert your team, and update your records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  •  MaintainX
    Work order status is changed in MaintainX Instant
  •  MaintainX
    Work order is created in MaintainX Instant
  •  MaintainX
    Category added to work order in MaintainX Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  •  MaintainX
    Create work order comment in MaintainX
  •  MaintainX
    Create new message in MaintainX
  •  MaintainX
    Create work order in MaintainX
  •  MaintainX
    Create work request in MaintainX
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for MaintainX + Pipedrive Integration

Capture work orders, create deals, log activities, update sales records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive +  MaintainX Integration

Create MaintainX work request for new Pipedrive person

Pipedrive and MaintainX are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Pipedrive, do you also create a work request in MaintainX? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Pipedrive +  MaintainX Integration

Create MaintainX work request for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a work request in MaintainX to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and MaintainX, creating work request in MaintainX is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding work request in MaintainX to keep your team up-to-date.
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 MaintainX + Pipedrive Integration

Create Pipedrive person for new MaintainX work order

When a new MaintainX work order is placed, it's important to create a Pipedrive person for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Pipedrive person and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Pipedrive person for every MaintainX work order, you can maximize your chances of success with each customer.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your MaintainX + Pipedrive flow

Connect your favorite messaging, accounting, and email tools to extend your workflow seamlessly. Pick a combination and activate it in one click.

 MaintainX
Pipedrive
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
M
P
S
Create a Pipedrive deal from every MaintainX work order, and notify your sales team instantly in Slack
New MaintainX work orders instantly generate a Pipedrive deal while Slack alerts your sales team, removing manual handoffs.
P
M
S
When a Pipedrive deal is created, create a work order in MaintainX, and post an update in Slack
New Pipedrive deals automatically trigger a MaintainX work order so your field team can start immediately.
P
M
S
When a Pipedrive deal stage is updated, update the MaintainX work order status and alert your team in Slack
Deal stage updates in Pipedrive modify MaintainX work order statuses while keeping Slack updated.
M
P
S
Create a Pipedrive activity for every MaintainX work order comment, and notify your account manager in Slack
MaintainX work order comments automatically log activities in Pipedrive and notify managers in Slack.
M
P
S
If a new MaintainX work order has a specific category, create a Pipedrive lead and alert the priority channel in Slack
Categorized MaintainX work orders create Pipedrive leads and notify priority channels in Slack.
P
M
S
When a Pipedrive deal is updated, add a comment in MaintainX and post the change to your revenue channel in Slack
Pipedrive deal updates log comments in MaintainX and notify revenue teams in Slack.
M
P
S
Use Claude to summarize every new MaintainX work order, create a Pipedrive note, and post the brief in Slack
Claude summarizes MaintainX work orders to create Pipedrive notes and brief your team in Slack.
P
M
Q
S
Turn every won Pipedrive deal into a MaintainX work order, create an invoice in QuickBooks Online, and announce it in Slack
Won Pipedrive deals trigger MaintainX work orders, QuickBooks Online invoices, and Slack announcements.

Supported triggers and actions for MaintainX and Pipedrive

Mix and match to build the exact automation you need

 MaintainX
MaintainX Triggers & Actions
Instant
Work order status is changed in MaintainX
Triggers the automation when a work order status is changed
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Instant
Work order is created in MaintainX
Triggers the automation when a work order is created
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Instant
Category added to work order in MaintainX
Triggers the automation when a new category is added to a work order
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Create work order comment in MaintainX
Adds a new comment to a work order
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Create new message in MaintainX
Creates a new message
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Create work order in MaintainX
Generates a new work order
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Create work request in MaintainX
Generates a new work request
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with MaintainX + Pipedrive?

Streamline your sales and maintenance workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync MaintainX work orders and Pipedrive deals
Automatically create a Pipedrive deal whenever a new work order is created in MaintainX, or generate a MaintainX work order when a deal is won.
📋
Capture every submitted field and note
Map all available details from MaintainX comments and work order fields directly into Pipedrive notes and activities without manual copying.
🔔
Alert your team instantly on Slack
Notify sales and operations channels the moment a work order status changes or a deal stage is updated.
🔀
Route records based on specific categories
Apply conditional logic to handle work orders differently depending on their category or custom field values.
📈
Keep pipeline and operational data current
Automatically update deal stages, work order statuses, and organization details across both platforms in real time.
🔍
Prevent duplicates with smart upserts
Search existing contacts and organizations before creating new records to keep your CRM clean and organized.
Handle later status changes and completions
Trigger downstream updates when work orders are completed or deal stages transition to won or lost.
Extend your workflow with Slack
Combine MaintainX and Pipedrive with Slack to announce wins, alert managers, and keep every stakeholder informed.
And much more...

Who is MaintainX + Pipedrive integration for?

Operations managers, sales teams, and service directors rely on this integration to eliminate manual data entry and keep maintenance and CRM records perfectly synchronized.

Operations Managers
Operations Managers
Field Service Coordinators
Field Service Coordinators
Account Executives
Account Executives
Sales Operations Teams
Sales Operations Teams
Maintenance Supervisors
Maintenance Supervisors
Quality Assurance Officers
Quality Assurance Officers
📈
Operations Managers
You're reviewing completion metrics in MaintainX while your sales forecasts live in Pipedrive, so your operational reports never match active pipeline numbers — with this integration, every work order update and deal stage aligns instantly.
Field Service Coordinators
You need to dispatch technicians the moment a sales deal closes, but manual handoffs cause costly response delays — with this integration, new deals generate work orders automatically so your field team starts without waiting.
🤝
Account Executives
You answer client inquiries about ongoing maintenance tasks, but your notes are trapped in separate operational systems — with this integration, every work order comment updates your CRM records so you always have accurate answers.
📊
Sales Operations Teams
The volume of new leads and maintenance requests is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every record is created and updated across both platforms without manual effort.
⚙️
Maintenance Supervisors
You depend on sales reps to hand over project requirements when deals close, but crucial details often get left behind — with this integration, deal information flows straight into your work orders with complete accuracy.
📝
Quality Assurance Officers
You need a reliable history of every client interaction and service ticket, but you keep finding gaps between your CRM and maintenance logs — with this integration, every status change and activity is recorded automatically.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate MaintainX + Pipedrive

Build and manage your MaintainX + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect MaintainX + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect MaintainX to Pipedrive?
Frequently Asked Questions
You can connect MaintainX to Pipedrive in 1 click using Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow and map fields for you. You can also integrate apps like Slack, QuickBooks Online, and Gmail.
Can I automatically create a Pipedrive deal from a MaintainX work order?
Frequently Asked Questions
Can I connect MaintainX, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MaintainX and Pipedrive?
Frequently Asked Questions
How does MaintainX handle work order updates with Pipedrive?
Frequently Asked Questions
Can Pipedrive deal stage changes update MaintainX work orders?
Frequently Asked Questions
Do I need coding skills to automate MaintainX and Pipedrive?
Frequently Asked Questions
Is the MaintainX and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect MaintainX or Pipedrive With 1500+ Other Apps

 MaintainX
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